All CPD content
Understanding state benefits and protection - part two
- To learn about the state benefits currently available.
- To comprehend the role of protection within the social and state benefits system and the impact on clients.
- To understand the opportunities and pitfalls for the protection industry in filling the financial gaps left by the benefits system.
Understanding state benefits and protection - part one
- To learn about Universal Credit and recent changes to the state benefits system.
- Understand the benefits of income protection for different circumstances.
- Comprehend why there is still a case for income protection and how it works alongside state benefits.
Guide to advising on overseas mortgages
- Learn whether the appetite for overseas mortgages has changed and whether the Mortgage Credit Directive has had an impact.
- Understand what to look out for when applying for a mortgage for an overseas property.
- Comprehend whether Brexit will affect decisions to buy property abroad and the mortgage advice industry.
A systematic approach to social investment
- Learn what ESG and ethical considerations are and how they have been adopted by the investment management industry.
- Understand how ESG issues can be incorporated into an investment strategy and the potential impact.
- Comprehend the role the UN PRI plays and how ESG policies can be monitored.
The Guide: Fixed Income
- Gain an understanding over how fixed income markets have acted this year and what factors will affect prices and yields in the future
- Comprehend the different types of fixed income instruments and where opportunities might lie given the current environment
- Grasp how the regulation of asset managers is affecting investing in fixed income funds
Guide to the pensions dashboard
- Gain an understanding of whether the pensions industry is prepared for the launch of the pensions dashboard.
- Comprehend the level of technology required for the dashboard and whether it signals the end of advice.
- Learn about the pros and cons of the pensions dashboard
The Pensions Dashboard: Will it succeed?
- Gain an understanding of: the level of progress the pensions dashboard project has made
- Be able to describe: industry views on the snap election's impact on the progress of the pensions dashboard
- Comprehend: the impact of data standards on the speed of delivering the pensions dashboard