CPD

All CPD content

How to advise on group protection with confidence

Describe some of the opportunities with group risk products
identify the minimum number of lives usually covered
Explain how advisers can gain more confidence with group risk

In Focus: Vulnerability

How tech can help your clients to claim

To understand the constraints on medical claims processing
To ascertain how technology is being developed to help the process
To be able to explain how best to approach making a claim

How to make the most of your paraplanner

Describe the role of a paraplanner
Explain how paraplanners have become important to advice firms
Identify the role paraplanners can play in changing regulation

How the economic recovery will be different this time

Describe how the different types of recessions impact the economy
Explain the way the economic recovery is likely to impact asset prices
Identify the inflation threat to the UK economy

How to buy a house using a Lifetime Isa

Explain who can take out a Lisa
Outline requirements needed to use a Lisa to fund a house purchase
Explain how declarations to HMRC work

Four things you need to know about IHT

To be able to explain rules around gifts to clients.
To be able to ascertain the tax treatments of trusts.
To be able to assess a client's need for alternative tax-efficient investments.

How advisers can serve EU clients post-Brexit

To understand what the lack of equivalence means for serving EU-based clients.
To be able to explain to clients how ongoing service might continue.
To be able to explain what rules and regulations are in force for UK advisers.

Why older clients should have a lasting power of attorney

Describe how Lasting Powers of Attorney work
Explain how they can be set up
Describe what 'lack of mental capacity' means

Will those accused of insider dealing have the "right to silence"?

Describe the implications of the DB vs consob ECJ ruling
Explain the FCA's approach to 'right to silence'
Identify the potential impact of the ruling on UK courts

The Future of Cities

Describe the impact of the pandemic on cities
Explain the significance of buildings in ESG terms
Identify ways to prepare for the future

Tax day: all the devilish details

To be able to explain the reasons for Tax Day.
To understand what changes might be made to processes around IHT and trusts.
To be able to explain what some of the other proposals mean for the tax system.

How to update your protection proposition

Describe how the insurance market is evolving
Identify the industry's approach to mental health
Explain why non-medical limits have been increased on income protection

IR35 reform is here: are you prepared?

Describe the steps needed to prepare for IR35 reform
Explain what it means to be 'inside IR35'
Identify when IR35 reform takes effect

Guide to building a sustainable multi-asset portfolio

Describe the challenges faced by bond investors in the years ahead
Explain the impact of monetary policy on portfolio construction
Identify the challenges facing clients in decumulation in the years to come

Retirement Income

What the change to minimum pension age means for clients

Explain how the pension age will change
Explain what the pension age change will mean for savers
Explain how scams can be avoided

In Focus: Vulnerability

How to turn 'Generation Rent' into 'Generation Buy'

To ascertain the potential hurdles involved in getting on the housing ladder.
To understand how to help first-time buyers get an appropriate mortgage.
To be able to explain how to work with lenders to develop a solution.

How buy-to-let lost its appeal

To understand the effect of tax changes on buy-to-let investment
To be able to explain the pros and cons of buy-to-let investing
To be able to ascertain for which client buy-to-let might be appropriate.

How the US and UK tax systems work together

Describe how the US and UK tax system works for US residents living in the UK
Identify some of the tax challenges Harry, Duke of Sussex might be facing
Explain how the remittance basis works

Guide to the Budget

Describe how the Covid grants to self-employed will work
Explain the impact of the income tax band freeze
Identify some of the issues relating to green bonds

Next Act: The complexity of retirement

Describe how the pandemic has made it more complex to transition into retirement
Identify what other ongoing trends were already making it more complex to plan for
Explain what these changes mean for the advice advisers give and the way they run their firms