CPD

All CPD content

Managing doctors' annual allowance

Describe how the tapered annual allowance works
List the effects on doctors
Describe how doctors can mitigate the tax charge

What do medical conditions mean in insurance applications?

Describe the importance of insurance policies
Describe the situation with exclusions
Note the percentage of rejected claims

Get ready for SMCR

Describe the importance of the SMCR regime
List how firms need to prepare themselves
Describe how they need to treat their staff

Guide to Family Financial Planning

Describe some of the challenges involved in family financial plannning
Describe the ways in which families can plan their intergenerational wealth transfers
Describe the uses of trusts in family financial planning

Inheritance Tax

How to manage inheritance tax liabilities and property

Describe how people can mitigate a big IHT bill
Describe the importance of financial planning
List the ways in which gifting can be a liability

It's time to wake up to mental health

Describe the ways in which the insurance industry is addressing mental health issues
Describe how the workplace is changing to make mental health a more mainstream issue
List how business leaders can change perceptions

Guide to Portfolio Buy-to-Let

Describe the impact of stamp duty on portfolio buy-to-let
Describe the stress test landlords have to undertake
List the ways the mortgage market has changed for portfolio landlords

Time to treat trusts with neutrality and fairness

Describe the importance of using trusts in financial planning
List the problems that changes to tax charges might create
Describe the impact of periodic charges

Master trusts have to shape up

Describe how master trusts have to conform to new rules
List what master trusts have to submit
Describe the charges that auto-enrolment schemes can make

Guide to Sipps

Describe the advantage of Sipps
Describe the difference between standard and non-standard assets
List the factors for selecting a Sipp

HMRC to plough through huge levels of data under CRS rules

Describe the responsibilities of the Common Reporting Standards
List the potential liabilities for not reporting
Describe why avoiding the issue will not work

Unheralded top performers await advisers’ attention

Understand the benefits of investing in small funds
Learn about how small funds are performing
Understand the pitfalls for managers of small funds

Defined Benefit

Could FCA’s letter spark a mass exodus?

Learn about how firms have reacted to the FCA's Dear CEO letter
Gain an understanding of current developments in the DB transfer space
Learn about the challenges the industry faces with DB transfers

How style factor investing works

Describe how style factors work multi-asset investing
Describe how style factors apply to certain asset classes
Describe the performance of funds using these strategies

Protection for the vulnerable

Learn how to identify a vulnerable customer
Learn actions firms should take when dealing with a vulnerable customer
Understand how firms can achieve appropriate customer outcomes

The impact of the US-China trade war on US equities

Describe the impact of the US China trade war on US equities
List the reasons for the slowdown in the US economy
Describe the extent of tariffs on Chinese goods

Owning up to clients' offshore assets

Describe the importance of the Common Reporting Standard
Outline when there's a risk of prosecution
Describe the benefits of proactive disclosure

Guide to platforms

Describe how to do your due diligence on your platform
List the elements you should look for when selecting the right platform
Describe the reasons for replatforming

What to consider when looking at assisted suicide

Describe the main points of the Ninian assisted suicide case
Decribe why Mr Ninian's widow claimed relief from the forfeiture rule in his will
List the importance of legal advice

The group risk policies employers are adopting

Describe how companies are adopting group insurance policies as benefits
List the user friendly terms for group risk policies
Describe what the 'workplace statement' will do