All CPD content
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.
Guide to how the pension freedoms have changed the pensions landscape
- Understand the background to the pension freedoms.
- Learn the options available to clients and the most commonly asked questions about the freedoms.
- Grasp whether government and industry can do anything to ease the transition to decumulation.
Pensions pathways: managing the transition
- Learn about the definition of retirement and the need to set up a retirement plan.
- Why retirees need to make adjustments when planning to retire and how the workplace can help.
- Understand how much choices in retirement can lead to more complexity and where the adviser comes in.