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.
Following the success of our SIPP Opportunities webinar series we are delighted to be continuing our online Thursday morning and afternoon webinar series for advisers.
Starting 14 May, Pension Technical Manager Jessica List will host a re-run of our first Meet the Joneses webinar. This webinar focuses on three 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.
Technical Focus Live – on 21 May we will start a new series, Technical Focus Live, running for four weeks with each session focusing on a particular technical issue in depth.
After Technical Focus Live, we will turn our attention back to the second of our Meet the Joneses webinars.
All sessions qualify for structured CPD credits. Register for the 9:30am sessions here or the 2:30pm sessions here.
Recordings for the future webinars will be added here soon.
- 14 May – Meet the Joneses Session One (disqualifying pension credits, group property purchase, listing specific assets on expressions of wishes)
- 21 May – Technical Focus Live: Focus On…Benefit Crystallisation Events
- 28 May – Technical Focus Live: Focus On…Court Cases and Complaints
- 4 June – Technical Focus Live: Focus On…Lifetime Allowance
- 11 June – Technical Focus Live: Focus On…Pension Commencement Lump Sums
- 18 June – Meet the Joneses Session Two (inherited benefits without an expression of wishes, contributions made from death benefits)
Please contact marketing@curtisbanks.co.uk with any questions.
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…
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.
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
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.
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.
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.
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.
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.
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:
- ABCs of the DC BCEs
- Jones Family webinars
- and more…
For further information please speak to your local Business Development Manager.
