CPD

All CPD content

How the worlds of sport and pensions collide

Describe the situation with footballers and their pensions
Explain how protected ages and pensions work
Describe some of the unusual investments you can put into a Sipp and Ssas

What crisis teaches us about having a holistic approach

Explain how current crisis has exposed poor levels of protection
Explain how LPA can work effectively
Identify ways in which advisers can guide clients

What negative interest rates could mean for your clients

Describe the bank of England's stance on negative interest rates
Explain some of the intended consequences of negative interest rates
Describe some of the negative consequences of negative interest rates

What the Sipp in-specie transfer ruling means

Describe the ruling over HMRC and non cash transfers into Sipps
Explain the potential fallout into Sipp providers
identify some of the implications for advisers

Guide to technology during the pandemic

Describe some of the assistance technology can provide during lockdown
Explain the pitfalls of risk-profiling tools
Identify the FCA's attitude to electronic signatures

Building a defensive income portfolio

Describe some of the problems with equity income
Identify some options, as alternatives to equity income
Explain some of the risks with alternative income-producing asset classes

How with-profits offer opportunities in tough times

Explain characteristics of with-profits
Explain regulation and capital adequacy rules
Outline how advisers can assess with-profits products

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