CPD

All CPD content

Protection

Why key person cover is more important than ever

  • To be able to explain the importance of key person cover
  • To be able to outline types of protection for key staff
  • To be able to summarise how key person cover works
Approx.30min

Inheritance Tax

How to unravel the legal complexities of US wealth inheritance

  • Describe some of the differences with assets left in US trusts
  • Explain HMRC's response to assets held in US trusts
  • Identify the steps needed to protect assets held in US trusts
Approx.30min

Inheritance Tax

How gifting property to adult children works

  • Explain how gifting a property works
  • Identify the risks associated with gifting a property
  • Understand how to gift a mortgaged property
Approx.30min

Pensions

Navigating pension death benefits

  • Explain the main changes introduced to pension death benefits in 2015
  • Understand who the eligible beneficiaries are
  • Understand how the taxation of death benefits work
Approx.30min

Protection

The changing shape of the post-pandemic PMI landscape

  • Identify factors driving PMI growth
  • Understand how Covid impacted the PMI market
  • Explain what high-quality PMI looks like
Approx.40min

Protection

Wills, LPAs and dementia: the challenges facing clients

  • Describe some of the challenges surrounding wills, LPAs and dementia
  • Explain the issue of mental capacity and when one can make a will
  • Identify the information one has to be able to retain to make an LPA
Approx.30min

Protection

What changes are being made to the LPA system?

  • Describe some of the challenges of setting up an LPA
  • Identify the changes being introduced to modernise the system
  • Describe the status of paper-based LPAs
Approx.30min

Protection

How state benefits can help lead the protection discussion

  • Describe the benefits available to people
  • Identify the amounts available
  • Explain who they apply to
Approx.30min

Protection

The benefits of executive income protection

  • Describe the advantages of using executive income protection
  • Identify the payments that it covers
  • Explain what proportion of the employee's income it pays
Approx.30min

Protection

Value-added services will be key in providing fair value

  • Describe the impact of the consumer duty on value-add services offered by providers
  • Explain how providers should treat vulnerable customers
  • Identify when they should be proactive
Approx.30min

Protection

Are menu plans a clean solution for the CI or IP argument?

  • Describe how menu plans work
  • Identify some chief difference between them and individually held policies
  • Explain some key facets relating to the case study
Approx.30min

Protection

How relevant life plans can help future-proof your business

  • Describe how relevant life plans work
  • Identify some limitations of RLPs
  • Explain the advantages of RLPs
Approx.30min

Income Protection

Why the gig economy deserves better options for protection

  • Explain the protection challenges gig workers face
  • Explain how income protection works
  • Identify benefits available to gig works via income protection cover
Approx.30min

Protection

How protection advisers can help those struggling with the cost of living 

  • Describe some of the ways providers are helping people who find it challenging to pay protection premiums
  • Explain the difference between career and sabbatical breaks
  • Identify the drawbacks of premium deferrals
Approx.30min

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

What to do if your client is vulnerable

  • Explain how adviser services should meet need of vulnerable clients
  • Identify the different ways advisers should communicate
  • Explain how advisers should help clients who lack the capacity to make a decision
Approx.30min

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

Trust

Why trusts are essential to the adviser toolkit

  • Explain how trusts work
  • Identify when they might be useful
  • Describe the different aspects of various trusts
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

Protection

Guide to financial resilience and protection

  • Describe ways to reduce the cost of a client's insurance premium
  • Explain family income benefit or key person cover to clients
  • Identify when relevant life cover might be beneficial for clients
Approx.60min
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