CPD

All CPD content

How to avoid recycling tax-free cash

Describe some of the challenges surrounding recycling of pensions tax-free cash
Explain HMRC's stance on the issue
Identify ways of managing the process

In Focus: When Clients' Plans Change

How to advise the modern, multi-jurisdictional family

To be able to advise clients in different family situations.
To understand what clients are saying they need help with.
To know how to advise cross-jurisdictional families.

Which alternative investments can work as inflation rises?

Describe the different types of alternative investments
Identify how alternatives behave in a higher interest rate environment
Explain how monetary policy has affected markets in recent decades

What you need to know about tax and cryptoassets

Describe the tax situation with disposing of cryptoassets
Identify the ways that HMRC assesses those assets
Explain what counts as a disposal

Retirement CPD course

Guide to pensions advice

Describe some of the basic elements of pension advice
Identify the role, or otherwise, of annuities
Explain some of the main problems that occur with pension advice

Retirement CPD course

Guide to pension risk

Describe some of the challenges involving risk
Identify ways to mitigate that risk
Explain some of the challenges facing financial advisers regarding risk in pensions

In Focus: When Clients' Plans Change

How is the housing market going to normalise in 2022?

To understand what were the 'abnormal' drivers of 2021.
To be able to explain better to clients what the housing market will look like in 2022.
To ascertain what sort of resources, staff and market analysis firms will need in 2022.

Pension Freedom

When and why you should still use bypass trusts

Understand when a bypass trust is most suitable to pass on pension assets.
Explain how the pension flexibility rules and the bypass trust rules can be used to complement each other.
Identify how you can help clients navigate which is the most suitable route for their beneficiaries.

What can succession within a family business mean?

Understand the various aspects to consider when it comes to family business succession.
Explain how to approach succession conversations within family businesses.
Describe the practicalities of dealing with family succession or a business sale.

Retirement CPD course

Pension death benefits - Everything you need to know

Understand how pension freedoms rules affected pension death benefits.
Explain how beneficiaries can access a deceased's pension fund most efficiently.
Describe how the various rules impact on the tax position of the beneficiary of the pension fund.

In Focus: When Clients' Plans Change

How to prepare pension clients for divorce day

To be able to explain the different ways of pension sharing
To understand some of the legal changes in recent years
To learn different ways of assessing clients' needs in divorce

What next for the global economic recovery?

Describe the nature of the global economic recovery of the past year
Explain the threats to economic growth in the near term
Identify the impact coronavirus could have on different countries

The outlook for Japanese equities

Explain what the new leadership means for Japan
Identify drivers of Japanese economy
Explain how companies are innovating in Japan

Fintech and the rise of Islamic finance

Describe the significance of Sharia finance
Explain the drivers affecting the growth of Sharia finance
Identify the impact of fintech

What has been the true economic impact of the pandemic?

To understand the reasons markets have been so strong over the past decade
To discover why such strong investment performance may not happen
To understand how the pandemic may have altered the outlook for the economy

How can parents help children onto the property ladder?

Explain parents' options for helping their children onto the property ladder
Identify the simplest way for wealthy parents to transfer money to their children
Describe how equity release works

In Focus: When Clients' Plans Change

How to help your clients find lost pensions

To understand why there is a lack of pensions engagement.
To explain to clients how to find lost pensions.
To be able to source and search available tools to find lost pensions.

Immediate impacts of the minimum pension age increase

Explain what the planned NMPA increase broadly means
Explain how transfers from a protected NMPA 55 scheme to an unprotected NMPA 57 work
Explain how transfers from an unprotected NMPA 57 scheme to a protected NMPA 55 work

What are the financial repercussions of getting married?

Explain the financial issues to consider before and during marriage, and on divorce
Identify the difference between the CEV and the CETV
Describe the criteria for enforceable prenuptial agreements

What advisers should know about simple protection policies

Identify the challenges of simple protection policies
Explain how the adviser sales process might determine usage
Identify the advantages of simple IP and CI cover