CPD

All CPD content

Carey Pensions: When is a Sipp provider liable?

Describe the main issue the Carey Pensions case hinged on
Explain what differentiates this case from the Berkeley Burke case
Identify the implications of the ruling for the Sipp industry

Guide to Bonds

Describe some of the main features of the bond market right now
Explain the dynamics of the gilt sector
Identify some of the challenges in the corporate bond market

Advisers must understand how to calculate top slicing relief

Explain what top slicing relief is
Outline the changes HMRC has made to calculating top slicing relief
Explain how allowances are determined

How to diversify your client's portfolio

Describe what conventional diversification is
Explain why that is not working now
Identify other forms of assets that can be used to diversify a portfolio

ESG regulations and their impact on advice

Describe the regulation that will affect advisers on ESG investing
Identify the questions you should be asking your clients
Explain what impact this will have on your advice proposition

Business Support

Guide to advising the self-employed amid Covid-19

Explain how the new scheme for self-employed individuals work
Identify what advisers should think about if considering the CJRS
Explain likely impact of crisis on how self-employed people pay NI in the future

How HMRC deals with suspected tax offences

Explain what the contract disclosure facility is
Identify reasons to reject CDF offer
Explain what happens when CDF offer is accepted

The UK economy after the pandemic

Explain how global financial crisis impacted economy
Explain government response to pandemic
Identify long-term impact of coronavirus on economy

How advisers may have to reshape their business post coronavirus

Explain how firms should manage employees' office return
Identify the different employee pay options firms could consider
Identify employment risks

Sustainable Investing

Guide to building a sustainable global equity portfolio

Explain what 'greenwashing' is
Identify some investment implications of sustainability
Describe the impact of Covid-19 on climate science

Retirement Income

Understanding how couples differ in retirement planning

Explain how men and women view retirement
Identify important decisions that need to be made
Explain the impacts of partial annuitisation

The Court of Protection and why it should be the last resort

Describe the importance of avoiding the Court of Protection
Identify the Powers of the Court of Protection
Explain some of the costs involved in the Court of Protection

When and how to introduce risk into your portfolio

Explain some of the challenges in investments right now
Identify a way of mitigating volatility
Describe possible alternatives to equity income

Guide to pensions after the pandemic

Describe some of the challenges facing people's pension funds right now
Describe methods for boosting clients' pension funds following the market crash
Explain some of the benefits of the PPF for employers that goes bust

Investing in alternatives

Identify types of alternative investments
Explain advantages of alternative investments
Explain disadvantages of alternative investments

Covid-19 and pension salary sacrifice

Explain how pension contributions are affected by coronavirus
Explain how salary sacrifice agreements could be affected if employees are furloughed
Outline how employers can recalculate contributions for salary sacrifice and furloughed employees

Which videoconferencing tool to use

Describe some of the issues with videoconferencing
Explain some drawbacks of the different video conferencing tools available
Identify some of the issues around security

How to manage clients in drawdown

Describe some of the issues facing clients in drawdown
Identify some of the steps you should take right now
Describe some of the options available to clients to help amend the situation

Guide to advice during the pandemic

Explain some of the concerns clients have right now
Identify some of the issues with videoconferencing
Describe The Pensions Regulator's stance towards DB pension transfers

How technology can save advisers time and money

Explain how a hybrid advice system should work
Identify key features in cash flow planning
Explain how tech developments in protection can help clients