CPD

All CPD content

Pensions

What changes are coming in for LTA rules?

  • Describe some of the changes to the transitional rules over lifetime allowance
  • Explain the changes after November 18 2024
  • Explain how the reduction to lump sum allowance is calculated
Approx.30min

Asset Allocator

The role of alternatives in a diversified portfolio

  • To understand the impact that interest rates have on alternative assets
  • To explain the role liquidity plays in the alternative assets universe
  • To be able to explain the future of fees in the world of alternative assets
Approx.60min

Protection

How important is the golden rule in challenging a will?

  • To be able to describe some of the challenges when drawing up a will for an older or unwell person
  • To identify the importance of the golden rule
  • To explain when a will can be successfully challenged, due to mental capacity issues
Approx.30min

Budget

How is pensions tax looking post-Budget?

  • Explain the government plans regarding overseas pension transfers
  • Explain the impact of bringing pensions into IHT
  • Explain the impact of increasing employer national insurance contributions
Approx.30min

Your Industry

What non-court options are there for divorcing couples?

  • To be able to identify different options available for divorcing couples
  • To identify which type of action may be useful
  • To describe when arbitration is helpful to a divorcing couple
Approx.30min

Vantage Point: Investing for growth

What role can active ETFs play in portfolios?

  • Explain how active ETFs work
  • Understand how active ETFs differ from investment trusts
  • Identify the liquidity considerations associated with active ETFs
Approx.30min

Investments

What is evidence-based investing?

  • To be able to define evidence-based investing
  • To be able to identify the reasons for the performance of evidence-based investing
  • To explain the significance of value investing
Approx.30min

Talking Point

Allocating private market assets in a multi-asset portfolio

  • Explain how private market assets can fit into a portfolio
  • Explain why liquidity is an important consideration
  • Describe the benefits of LTAFs
Approx.30min

In Focus: Tax planning

Everything advisers need to know about Reeves' historic Budget

  • Describe the main policies announced by the chancellor
  • Identify what impact the Budget will have on taxpayers
  • Communicate how the government's policies could impact financial planning
Approx.30min

Regulation

Challenges of supporting vulnerable customers through pension transfers 

  • Explain what the FCA wants from firms since consumer duty came into force
  • Explain how to identify when a client might be more vulnerable to scams
  • Understand the difference between good and poor customer outcomes
Approx.30min

Trusts

Planning for your disabled child's future: two trust options explained

  • Describe the benefits of a discretionary trust
  • Explain the benefits of a disabled person's trust
  • Explain the difference between a discretionary trust and disabled person's trust
Approx.30min

Protection

How to decide if family income benefit is right for your client

  • Describe key features of family income benefit
  • Identify reasons to set up a Fib
  • Explain the benefits of children’s critical illness cover
Approx.30min

In Focus: Values-based investing

What the FCA's sustainability disclosure regime means for advisers

  • Describe the FCA's new rules on sustainability disclosure and investment labels
  • Communicate who is affected by the SDR rules
  • Explain advisers' obligations under the SDR rules
Approx.30min

Tax

What is making onshore insurance bonds more attractive?

  • Explain the benefits that onshore bonds offer
  • Explain the difference between onshore and offshore bonds
  • Explain the benefits that offshore bonds offer
Approx.30min

Budget

What tax changes could be on the Budget cards?

  • Describe some of the principles of the UK tax system
  • Explain the core concepts introduced by Adam Smith
  • Explain the challenges with raising CGT
Approx.30min

Pensions

Aligning risk throughout the client decumulation journey

  • Explain the difference between assessing risk in decumulation versus accumulation
  • Understand the need to align investment risk with the appropriate income risk for clients in decumulation
  • Identify suitable financial planning tools for use in retirement income advice
Approx.30min

Vantage Point: Investing for growth

What role do pharmaceutical stocks play in portfolios?

  • To be able to explain the different trends happening in healthcare
  • To understand the role of pharmaceuticals in a broader equity portfolio
  • To be able to explain the major areas of potential growth for healthcare companies
Approx.30min

Inheritance Tax

IHT could be about to change – what are the current rules?

  • Describe some of the challenges of planning for inheritance tax
  • Explain how gifting works
  • Identify some options relating to gifting property
Approx.30min

Mortgages

How to be a 'nosy broker' and spot the signs of fraud

  • Explain ways in which clients might try to game the system
  • Outline different problems this could cause for clients and companies
  • List ways to protect yourself and your company
Approx.30min

Vantage Point: Investing for growth

Are emerging markets set for a rally?

  • To be able to explain how US monetary policy impacts emerging markets assets
  • To understand how the Chinese stimulus may impact emerging market assets
  • To discover how commodity prices impact emerging market assets
Approx.30min
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