An Introduction to Managed Migration - May 2024

Course Overview

This workshop will look at the Universal Credit Managed Migration roll out for people currently receiving tax credits only.

It will cover the different elements of managed migration, including key topics such as transitional protection, entitlement criteria, calculation and changes of circumstances affecting entitlement. It will also discuss the importance of identifying complex needs and other related items that advisers should be aware of.

What we will cover:

• Key Elements of Managed Migration
• Terminology
• What is Transitional Protection?
• Who is entitled to protection?
• The Transitional Element Calculation
• Complex Needs and Managed Migration

Course Date:  22 May 2024

Time: 10:00 – 13:00 (weekly seminars)

Price: £100 – £125

Where: Online via Zoom