CPD On demand

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 be emailed directly to your inbox.

CISI approved

Technical Focus Live webinar series

Catch-up with our Technical Focus Live webinar series presented by Jessica List, Pension Technical Manager. Watch our four webinars for the chance to explore particular technical issues in depth. Each webinar qualifies for 30 minutes CPD.

Topics that will be explored include:

  • Benefit Crystallisation Events
  • Court Cases and Complaints
  • Lifetime Allowance
  • Pension Commencement Lump Sums

CPD On Demand Video hub Week 1 - Focus On...Benefit crystallisation events

Catch-up with the first of our four webinars focussing on particular technical issues in depth. This session looks at benefit crystallisation events covering the following learning objectives:

  • To understand which BCEs take place at age 75 and how they work
  • To understand how the unofficial post-75 BCEs work
  • To understand what’s being tested at each BCE, and what this means in practice for the client
  • To understand how pre A-Day benefits affect BCEs

CPD certificate:

Please click here to get your CPD certificate.

Week 2 - Focus On...Court cases and complaints

Catch-up with the second of our four webinars focussing on particular technical issues in depth. This session looks at court cases and complaints covering the following learning objectives:

  • To understand the latest developments in a court case focused on pension transfers and inheritance tax
  • To understand how the Hymanson case might change our understanding of genuine errors
  • To understand providers’ processes for exercising discretion in death benefits cases, with reference to cases which have resulted in ombudsman complaints

CPD certificate:

Please click here to get your CPD certificate.

Week 3 - Focus On... Lifetime Allowance

Catch-up with the third of our four webinars focussing on particular technical issues in depth. This session looks at the lifetime allowance covering the following learning objectives:

  • To understand which types of lifetime allowance protection are still available
  • To understand how the lifetime allowance can affect death benefits
  • To understand the possible implications of scrapping the lifetime allowance

CPD certificate:

Please click here to get your CPD certificate.

Week 4 - Focus On... Pension Commencement Lump Sums

Catch-up with the fourth of our four webinars focussing on particular technical issues in depth. This session looks at Pension Commencement Lump Sums covering the following learning objectives:

  • To understand how standard PCLS entitlement is defined in the legislation
  • To understand how the different forms of LTA protection affect PCLS entitlement
  • To understand the potential complications when a client’s PCLS entitlement is greater or less than 25% of their LTA
  • To understand how remaining PCLS entitlement is calculated after age 75
  • To understand the options and rules for delaying PCLS payments.

CPD certificate:

Please click here to get your CPD certificate.

Meet the Joneses intergenerational planning quarterly webinar series

Catch-up with our Meet the Joneses intergenerational planning webinar series presented by Jessica List, Pension Technical Manager. This series focuses on case studies from our Jones family series exploring how the family plans for its future by taking advantage of the flexibility that pensions allow across the generations.

Topics that will be explored include:

  • Decisions following a DB transfer
  • Charity lump sum death benefits
  • Disqualifying pension credits
  • Contributions from death benefits
  • Assets on expression of wishes
  • Group connected party purchase

and more…

CPD On Demand Video hub Meet the Joneses - intergenerational planning session one

Catch-up with the first of our quarterly Meet the Joneses webinars focussing on Disqualifying pension credits, Group connected party purchase, and; Expression of Wishes with specific assets, covering the following learning objectives:

  • To understand the possible lifetime allowance implications of a pension sharing order on each party
  • To understand when a pension credit factor can be applied for
  • To understand the key considerations for connected party transactions with commercial property
  • To understand how an expression of wishes may be structured to help avoid some of the potential problems and restrictions caused by the current rules

CPD certificate:

Please click here to get your CPD certificate.

Meet the Joneses - intergenerational planning session two

Catch-up with the second of our quarterly Meet the Joneses webinars focussing on inherited benefits without an expression of wishes and contributions made from death benefits, covering the following learning objectives:

  • To understand when beneficiaries’ drawdown is available, and how this differs depending on whether the funds are already in beneficiaries’ drawdown
  • To understand the flexibility which may be available to beneficiaries when their options are limited by legislation
  • To understand how death benefits could be used to fund larger contributions
  • To understand the options available when a contribution turns out to be in excess of relevant earnings

CPD certificate:

Please click here to get your CPD certificate.

SIPP Opportunities webinar series

Catch-up with our SIPP Opportunities webinar series presented by Jessica List, Pension Technical Manager. With planning carefully for the future now more important watch our webinars for the chance to explore the opportunities and flexibility offered by SIPPs. Each webinar qualifies for 30 minutes CPD.

Topics that will be explored include:

  • SIPP Opportunities
  • Tapered annual allowance and carry forward
  • Death benefits and expressions of wishes
  • Intergenerational planning
  • Commercial property in SIPPs

 

CPD On Demand Video hub Week 1 - SIPP opportunities

Catch-up with the first of our five webinars offering the chance to explore the opportunities and flexibility offered by SIPPs, covering the following learning objectives:

  • To understand some of the key planning opportunities in the accumulation stage of pension saving, focusing on the annual allowance and carry forward
  • To understand the differences between annuities and drawdown/UFPLS and the planning opportunities of each
  • To understand the potential benefits of phased withdrawal options
  • To understand the planning opportunities relating to death benefits

CPD certificate:

Please click here to get your CPD certificate.

week 2 - Tapered annual allowance & carry forward

In the second of our five SIPP Opportunities webinars we look at the changes to the tapered annual allowance rules and how carry forward can help those still affected by the taper, covering the following learning objectives:

  • To understand the tapered annual allowance rules
  • To understand how carry forward works
  • To understand how carry forward interacts with the taper rules

CPD certificate:

Please click here to get your CPD certificate.

week 3 - Death benefits and expressions of wishes

In the third of our five SIPP Opportunities webinars we look at death benefits and expressions of wishes, covering the following learning objectives:

  • To understand when the rules allow pension providers to offer drawdown to beneficiaries
  • To understand how expressions of wishes affect the options available to beneficiaries

CPD certificate:

Please click here to get your CPD certificate.

week 4 - Intergenerational planning

In the fourth of our five SIPP Opportunities webinars we look at death benefits and expressions of wishes, covering the following learning objectives:

  • To understand how the death benefits landscape has changed since 2015
  • To understand how and why trusts might still be chosen as beneficiaries
  • To understand the importance of beneficiaries making expressions of wishes for their inherited funds
  • To understand when and how it may be possible to pass on specific assets such as commercial property

CPD certificate:

Please click here to get your CPD certificate.

week 5 - Commercial property in SIPPs

In the fifth of our five SIPP Opportunities webinars we look at death benefits and expressions of wishes, covering the following learning objectives:

  • To understand the potential tax advantages of holding property within a SIPP
  • To understand what counts as commercial property and the consequences for holding taxable property
  • To understand the different options for purchasing and owning commercial property

CPD certificate:

Please click here to get your CPD certificate.

More CPD content On Demand

Make sure to check our CPD On Demand hub regularly as future webinars from our current SIPP opportunities series will be available for you to catch-up with after the live sessions.

We’ll also be continually adding to our CPD On Demand hub with our other CPD topics including:

Find out more

For further information please speak to your local Business Development Manager.

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