CPD

All CPD content

Guide to mental health protection

To understand the impact of mental health on people and firms in the UK.
To ascertain how to work with insurers to help cover individuals.
To be able to help clients with mental health conditions get cover.

Financial Services Compensation Scheme

The FCA proposals for the FSCS are good news for consumers

To learn about changes to FSCS funding
To understand how advisers will benefit
To learn about FCA motivations over FSCS funding

How can you get more of your clients claims paid?

To understand what problems there might be with claims.
To ascertain how to work with insurance providers on behalf of clients.
To be able to explain to clients the importance of full and frank disclosure.

How to protect defined benefit schemes

To understand the issues with DB pension schemes.
To be able to explain what the White Paper means for schemes.
To ascertain how the White Paper reforms might be implemented.

Guide to Help to Buy

Learn what the Help to Buy equity loan scheme is and how it compares to the Help to Buy Isa.
Understand what the repayment options are and how mortgage advisers can help clients.
Consider whether the equity loan is a helpful way onto the property ladder or a ticking timebomb.

Advising on overseas pensions involves know-how and ethics

To understand the changes announced by the DWP in March
To grasp the difference between advising on Qrops and advising on a UK pension
To understand what the FCA has said about Qrops

The role of annuities in modern retirement planning

Learn how the annuity market has recovered since the pension freedoms announcement and what has been driving it.
Understand some of the key features of annuities that means they are an option for the modern retiree.
Grasp the role of the adviser in educating retirees about annuities.

Dividend dilemma: Where to find sustainable yields

Understand the prospective outlook for dividend payments around the globe
Consider which factors could influence this outlook
Consider the different regions and sectors that may offer dividends

Retirees ready to release the pounds

Understand the reasons behind the growth in equity release
Learn about how equity release can benefit clients
Gain an understanding of the relationship between equity release and pensions

Small fund standouts: The overlooked winners

Comprehend the reasons intermediaries back smaller funds
Learn what issues to consider when investing in such funds
Understand the trends that prevent some in the industry from focusing on these product

Japan: Land of the rising funds

Gain an insight into Japanese funds and trusts
Learn about the factor affecting performance
Be able to describe the headwinds facing the sector

How investment can help deal with the pension crisis

To understand what the current situation with pensions is globally.
To list the various changes in the pensions and investment industry.
To be able to discuss potential alternative arrangements for retirement.

Practical examples of multi-national pooling

To be able to show how multi-national pooling works in different circumstances.
To understand how the loss carry forward rules work.
To list various pros and cons of alternatives to multi-national pooling.

Inheritance Tax

Guide to getting tax planning done early

Understand how to stop clients from leaving tax planning too late.
Learn how to help clients make sense of Isas and how to tackle inheritance tax.
Consider some of the top tips for tax planning and how to implement them.

Critical Illness

How to boost uptake of critical illness cover

Learn about the likelihood of getting ill and the financial impact on households.
Grasp what are the main barriers preventing people from taking out critical illness cover.
Understand what the protection industry can do to help advisers talk to clients about critical illness.

Pension Freedom

Pension freedoms three years on: where are we now?

Understand what the pension freedoms set out to achieve when they launched.
Learn what issues emerged in the wake of the pension reforms and why.
Consider what the industry needs to do to tackle the biggest pensions issues.

How advisers can use investment trusts

Learn the main reservations advisers have about investment trusts.
Consider what the industry has done to help educate advisers about closed-ended funds.
Understand how advisers can overcome some or all of these reservations and use them in client portfolios.

Retirement Income

How to help your clients in drawdown

To understand why drawdown became popular.
To be able to explain the pros and cons of drawdown.
To ascertain which clients might benefit from drawdown.

Pension Freedom

Getting your head around changes to death benefits

To learn about the changes to death benefits rules
To learn about spousal bypass trusts
To understand the pitfalls when passing pensions to beneficiaries

Why platforms are at the heart of advisers' access to products

Understand the headwinds platforms face and how they are used by advisers.
Learn whether there is space for both platforms and robo advisers, and the impact of PSD2.
Grasp how platforms will navigate the current regulatory environment.