CPD

All CPD content

Pensions

Navigating block transfer rules

  • Describe challenges that have emerged with block transfers
  • Identify restrictions on partial transfers
  • Explain a reason for using block transfers now
Approx.30min

Pensions

How overpayments in pension tax occur

  • Describe the taxing system for lump sum and drawdown payments on pensions
  • Identify why overpayments are built into the system
  • Explain how to remedy this for a client, if affected
Approx.30min

Pensions

How to help clients overcome pension unfairness

  • To be able to list additional challenges the LGBTQI+ community face when accessing financial services.
  • To be able to explain historic pension inequities and work with clients to rectify this.
  • To be able to summarise ways in which financial firms can help make positive steps to inclusion and fairness.
Approx.40min

Retirement Income

How to help the self-employed boost their pension savings

  • Explain the challenges for self-employed individuals and saving into a pension
  • Explain how auto-enrolment fits into the lifestyle of a self-employed individual
  • Identify the solutions suggested to help self-employed individuals save into a pension
Approx.30min

Intergenerational Wealth CPD course

Guide to leaving wealth before you die

  • Describe some key factors about preparing to pass wealth on
  • Identify some of the drawbacks of pensions for grandchildren
  • Explain some advantages of using protection policies for adult children
Approx.60min

Intergenerational Wealth CPD course

Guide to passing on wealth after you die

  • Describe how to set up an estate properly
  • Explain how to pass on a business
  • Explain how pensions can be used in IHT planning
Approx.60min

Protection

Implementing a pension sharing order on divorce

  • Explain what a pension sharing order is
  • Understand how a pension sharing order is prepared
  • Explain how the pension transfer occurs
Approx.30min

Pensions

What you need to know when clients divorce

  • Describe the challenges of splitting assets on divorce.
  • Identify some tax issues.
  • Explain the issues with splitting pensions.
Approx.30min

British Steel

Implications of the British Steel consumer redress scheme

  • Explain the background to the BSPS scandal.
  • Identify issues raised about FCA consultation into BSPS redress.
  • Explain wider implications of FCA consultation.
Approx.30min

CPD

How will the pensions dashboard ecosystem work?

  • Describe how the pension dashbaords will work
  • Identify who will run the pensions dashboards
  • Explain the limitations of the ensions dashboards
Approx.30min

Pensions

Navigating the lifetime allowance test at age 75 

  • Describe how the LTA test applies at age 75
  • Explain some of the consequences of the LTA test
  • Identify ways to mitigate the LTA test
Approx.30min

Pensions

How to help clients affected by the tapered annual allowance

  • After reading this, you will be able to describe how the annual allowance tapering works
  • Explain who is affected
  • Summarise the carry forward rules
Approx.30min

Pensions

Powers of attorney: watch out for the traps

  • Describe the pitfalls of setting up a lasting power of attorney
  • Explain mental capacity
  • Identify the role of a discretionary fund manager
Approx.30min

Social care

Social care bill presents new opportunities for advice

  • Describe the changes to the care system brought about by the new national insurance levy
  • Explain where costs are capped to
  • Explain how a DC penion pot could be used
Approx.30min

Pensions

What to consider when accessing pensions early due to ill-health

  • Describe some of the features of accessing pensions early due to ill-health
  • Identify the tax situation regarding taking pensions early
  • Describe how 'serious ill-health' is defined
Approx.30min

Pensions

Guide to pensions and ESG

  • Describe some of the challenges around ESG and pension saving
  • Explain how to help clients on the pensions and ESG journey
  • Identify the advantages of investing in transitioning stocks
Approx.60min

Investments

Will the introduction of no-fault divorce impact financial settlements? 

  • Describe some of the changes to the divorce system
  • Explain how the courts treat divorcing couples
  • Identify the impact behaviour has on the courts' decision
Approx.30min

Spring Statement

No quick fixes in chancellor's spring statement

  • Identify key elements of the spring statement
  • Explain the impact of the spring statement
  • Explain the impact of the tax plan
Approx.30min

Tax

Overcoming tax challenges in bonus season

  • Explain how tax affects tax allowances
  • Identify actions that can be taken to mitigate the loss of allowances
  • Identify useful saving methods
Approx.30min

Inheritance Tax

Guide to retaining intergenerational wealth

  • Explain how to build a relationship with a client's inheritors
  • Explain how to build relationships with female clients
  • Understand the future of wealth for millennials
Approx.60min
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