Navigating success for tomorrow’s advisers - Challenge Accepted webinar series

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Our latest CPD webinar series is designed for trainee planners and administrators to get ahead with their learning on key areas of pensions knowledge, helping to support your client relationships and their objectives.

The short interactive sessions are designed for attendees to participate via live polls, case studies and Q&As with our Pension Technical Manager, Jessica List. Topics that will be covered include:

  • Contributions and tax relief
  • Annual allowance, carry forward, tapering, and the money purchase annual allowance
  • Taking benefits: retirement ages, how pension benefits are taxed, annuities/drawdown, tax free cash
  • Lifetime allowance
  • Expressions of wishes and death benefits.

Recordings of the webinars are now available via the CPD On Demand Hub on our website. This is ideal for those who were unable to attend the live webinars would like to access the materials at a time convenient to them.

Watch the series.

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