CPD On Demand
Welcome to our On Demand Continuing Professional Development hub where you can catch-up with our most recent CPD content.
We know it is important for to you to keep your knowledge and skills up to date. The content on our CPD On Demand hub is fully accredited by the Chartered Institute for Securities & Investment (CISI) and will help you evidence your continued learning and development on pensions topics that impact your advice.
All of our On Demand content is accessible for you at any time, meaning you can top up your learning and knowledge when it suits you. Our content is clear, understandable and includes examples of how your learning can help you in real-life client situations.
When you have completed one of our 30 minute On Demand sessions, you will need to check your knowledge by answering questions related to the content in order to gain your CPD certificate. Your CPD certificate with the relevant learning objectives will available upon completing the knowledge check questions.
CISI Approved
SSAS - Myth Busting
SSAS Webinar seriesThe final webinar in the SSAS Webinar series is presented by Barry Foster, Technical Sales Manager at Curtis Banks, Gemma Fenton, Head of Sales at Talbot and Muir and Charles Dewey, Head of Sales at Curtis Banks.
Barry, Gemma and Charlie address some of the assumptions and frequently asked questions when it comes to SSAS and provide expertise and guidance on understanding the valuable role a SSAS can play in financial planning.
SSAS: A World of opportunity
SSAS Webinar seriesThe second webinar focuses on financial planning opportunities using a SSAS, using case studies and client scenarios. Presented by Barry Foster, Technical Sales Manager at Curtis Banks and Gemma Fenton, Head of Sales at Talbot and Muir, they look at how a SSAS can provide tax planning opportunities and be a business planning and retirement planning vehicle.
SIPP or SSAS?
SSAS Webinar seriesThe first webinar in our three part series looking at SSAS. Presented by Barry Foster, Technical Sales Manager at Curtis Banks and Gemma Fenton, Head of Sales at Talbot and Muir, they take a look at the basics of a SSAS including its structure, similarities and differences to a SIPP and a look at the role of Scheme Administrator.
Technical Focus: Death Benefits
View our latest live webinar where Barry Foster, Technical Sales Manager and Damien Bowler, Pensions Technical Manager at Curtis Banks discuss a number of topics around death benefits including what pension death benefit options are available and the importance of an expression of wishes.
The Self Invested Pension For You And Your Clients
Join Curtis Banks Technical Sales Manager Barry Foster to gain more insight and understanding of the investment flexibility that self-invested pensions offer and how these investment options allow clients to take advantage of investment flexibility at all stages of their pension journey.
The Lifecycle Of A Pension
In our latest live webinar, Technical Sales Manager, Barry Foster looks at a pension from a “cradle to grave” perspective and explore how flexible pensions can be throughout clients’ various life stages.
Commercial Property in SIPPS: Energy Efficiency & Developing Property
In our “Commercial Property In SIPPs: Energy Efficiency and Developing Property” webinar, Caitlin Southall and Jessica List look at what advisers should consider when considering their client’s current and proposed property investment intentions and also in respect of developing a SIPP property.
Your Client Has Inherited a Pension - What Next?
Catch up on our latest live webinar “Your client has inherited a pension – what next?” In this session, Technical Pension Manager, Jessica List and Technical Sales Manager, Barry Foster look at the planning challenges that beneficiaries can face once they have received their inherited pension and the key considerations for beneficiary planning opportunities.
