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CPD content
Article
|
~ 30 Min
FT Adviser
Feb 3, 2025
How do CDC pension schemes work and what are the benefits?
Describe how collective defined contribution pension schemes work
Explain CDC schemes' approach to risk
Describe the different types of CDC schemes
Article
|
~ 30 Min
Monetary policy
Jan 31, 2025
What is the outlook for global inflation?
To be able to explain how tariffs could impact the inflation outlook
To understand what the latest inflation data is showing
To understand the impact of fiscal policy on inflation
Podcast
|
~ 30 Min
Inheritance tax
Jan 31, 2025
How to tackle the ramifications of IHT changes for clients
Outline the biggest changes to tax policy from the Budget
Explain how the changes affect IHT planning
Describe some of the ways that VCTS are being used for investment portfolios
Article
|
~ 60 Min
Talking Point
Jan 30, 2025
Guide to fixed income in uncertain times
Explain what rising gilt yields mean for fixed income investing
Describe how to build a resilient fixed income portfolio
Explain how to help fixed income investors in tough economic times
Article
|
~ 30 Min
Talking Point
Jan 29, 2025
How bond yields are shaping fixed income and diversification
Explain how rising gilt yields are affecting fixed income investing
Describe the role of fixed income as a portfolio diversifier
Describe the opportunities that green bonds offer to investors
Article
|
~ 30 Min
Mortgage brokers
Jan 28, 2025
Opportunities and challenges facing mortgage brokers in the new high-rate normal
To be able to explain some of the dynamics of the mortgage market
To be able to explain when to use a specialist lender
To be able to identify what borrowers are looking for in a mortgage and a lender
Article
|
~ 30 Min
Family law
Jan 27, 2025
Not romantic, but practical: what you need to know about pre-nups
To be able to describe how pre-nups work
To be able to explain how the courts in England treat pre-nups
To be able to identify questions to ask of clients, before entering pre-nup negotiations
Article
|
~ 30 Min
Divorce
Jan 23, 2025
Not enough couples are considering their pension rights on divorce
Explain the disadvantages of giving up pension rights in a pension sharing arrangement
Explain what happens when a pension scheme trustee or administrator fails to meet pension sharing order implementation deadline
Describe how pension sharing orders work in Scotland compared to England and Wales
Article
|
~ 30 Min
FT Adviser
Jan 21, 2025
The rise of co-development in custom model portfolios
To be able to describe some of the features of co-development of model portfolios
To be able to identify factors influencing the construction of a portfolio
To be able to identify the number of funds advisers usually choose from
Article
|
~ 30 Min
Pensions
Jan 20, 2025
Inheritance tax: too many unknowns make it hard to offer bespoke advice
To be able to describe some of the challenges around working out how IHT applies to pensions
To be able to identify any issues relating to annuities
To be able to explain some of the impacts of pension freedoms
Article
|
~ 30 Min
FT Adviser Vantage Point
Jan 17, 2025
How to invest when stagflation happens
To be able to explain the economic concept of stagflation
To be able to describe how different asset classes react in stagflationary conditions
To understand the role of monetary policy in a stagflationary world
Article
|
~ 30 Min
FT Adviser
Jan 16, 2025
Paying into pensions: tax relief, annual allowance and how to deal with charges
Explain how pension contributions qualify for tax relief
Explain how carry forward of unused annual allowances works
Explain what the “chargeable amount” means in the context of the annual allowance charge
Article
|
~ 30 Min
Social care
Jan 14, 2025
How to use flexible trusts to help build later-life security
To be able to describe the use of flexible reversionary trusts for long-term care
To identify the tax benefits of using these trusts
To explain how one trust might be used, in the example
Article
|
~ 30 Min
Commodities
Jan 13, 2025
Key points to consider when investing in gold
To be able to describe the various ways to invest in gold
To be able to identify the reasons to invest in gold
To be able to describe some of drawbacks of investing in gold
Article
|
~ 30 Min
FT Adviser
Jan 9, 2025
Can the rise of digital tools improve overall health outcomes in the UK?
Describe the challenges in healthcare that digital tools can address
Explain how insurers can help customers with their digital tools offering
Explain the benefits of digital health tools for employers
Article
|
~ 30 Min
Family law
Jan 7, 2025
How can cohabiting clients protect themselves upon separation?
To be able to describe the differences in financial consequences if different types of couples face relationship breakdown
To be able to identify some of the vulnerabilities of a cohabiting couple
To be able to describe some of the means by which cohabiting couples can protect their interests
Article
|
~ 30 Min
Best practice advice
Jan 6, 2025
What can we learn from the Murdoch family conflict?
Describe some of the challenges with succession in family-run businesses
Identify ways to mitigate some of the uncertainties
Describe the advantages of having a family constitution
Article
|
~ 30 Min
Inheritance tax
Jan 2, 2025
Understanding the main exemptions and reliefs from inheritance tax
Explain how inheritance tax operates
Identify ways to mitigate IHT
Describe some of the restrictions on giving gifts
Article
|
~ 30 Min
FT Adviser
Dec 23, 2024
How to gift wealth to mitigate IHT exposure
To be able to describe some of the rules around gifting
To be able to explain the size of gifts that are free of IHT
To be able to identify the qualifications for gifts out of normal expenditure
Article
|
~ 30 Min
Global economy
Dec 19, 2024
2025 investment outlook: market shifts and growth prospects
Explain how US equities are expected to drive global growth
Describe the outlook for the UK
Describe the expectations for bonds and emerging markets
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