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

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

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

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

Protection

How deferred payment agreements can work in social care

  • To be able to describe how deferred payment agreements occur in social care
  • To identify the different types of DPA
  • To describe valuation procedures when a DPA is secured against a property
Approx.30min

Protection

3 common income protection myths and how to navigate them

  • To describe some of the dimensions of income protection
  • To be able to explain what happens to self-employed people
  • To identify what happens if a client has two jobs
Approx.30min

Protection

What approach is the FCA taking in its protection market study?

  • To be able to describe the main outlines of the FCA's approach to the protection market study
  • To describe some of the concerns the FCA has
  • To identify what has been left out
Approx.30min

Protection

Navigating pre-nuptial agreements

  • To be able to describe how pre-nuptial agreements work
  • To explain what makes a good pre-nup negotiation
  • To identify whether they are legally binding or likely to be
Approx.30min

In Focus: Protecting the nation

Why are UK insurance companies so bad when it comes to service?

  • List the various pain points around insurers’ service levels
  • Summarise ways in which companies can help shift the dial
  • Explain how improved service leads to better financial outcomes
Approx.30min

Investments

What do we know about Labour’s vision for financial services?

  • To be able to explain how the Labour government wants to address the advice gap
  • To be able to explain what less prescriptive rules could mean for the industry
  • To be able to identify where Labour's ambitions could be in conflict with financial services firms' growth ambitions
Approx.30min

Protection

My client wants an NDA – what do I need to know?

  • To be able to describe the use of non-disclosure agreements in divorce
  • To be able to summarise the advantages of using an NDA
  • To describe any drawbacks of using an NDA in divorce
Approx.30min

Protection

Are we any closer to regulating AI?

  • To be able to explain some of the regulatory issues around AI
  • To identify the role of GDPR
  • To be able to summarise the business process steps to take
Approx.30min

Regulation

How to respond to an FCA enforcement investigation

  • Describe some of the current challenges with FCA enforcement action
  • Summarise various steps to mitigate FCA enforcement investigations
  • Explain the role of human stories
Approx.30min

Tax

Non-doms in limbo – will there be a mass exodus?

  • To be able to explain the proposed changes to the non-dom regime
  • To be able to identify the concerns from non-doms
  • To be able to explain how to prepare for the regime
Approx.30min

Social care

How to advise clients on care funding options and fees

  • Identify the objectives of an immediate care plan
  • Describe the benefits of an immediate care plan
  • Explain how tax is applied to the annuity payments
Approx.30min

Your Industry

How business should look to enforce restrictive covenant clauses

  • Describe the point of restrictive covenants
  • Explain when they might be used
  • Identify the purpose of garden leave
Approx.30min

Protection

How to implement a lasting power of attorney

  • Describe some of the challenges of setting up an LPA
  • Explain the different types of LPA work
  • Identify how a DFM is affected by an LPA
Approx.30min

Protection

Driving home the importance of life insurance

  • Explain some of the factors behind attitudes to insurance policies
  • Identify pricing policy for insurance premiums for vulnerable families
  • Explain the significance of consumer duty on insurance
Approx.30min
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