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.
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.
Catch up with our first webinar of 2021 – the first combined session from our technical experts Pension Technical Manager Jessica List and Technical Sales Manager Barry Foster. Watch Jessica explore the top three technical queries from 2020 and Barry look at what 2021 may have in store from a pension planning perspective.
Catch-up with our SIPP Opportunities webinar series presented by Jessica List, Pension Technical Manager. With planning carefully for the future now more important than ever, watch our webinars for the chance to explore the opportunities and flexibility offered by SIPPs. Each webinar qualifies for 30 minutes CPD.
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.
Keep up to date with our Challenge Accepted webinar series presented by Jessica List, Pension Technical Manager. Designed specifically for trainee planners and administrators, the series introduces key areas of pension knowledge that will put your in control of your learning, helping you to get ahead. Each webinar qualifies for 30 minutes CPD.
Navigating success for tomorrow’s advisers.
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.
For further information please speak to your local Business Development Manager.
