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CPD On Demand Navigating success for tomorrow’s advisers

Our CPD On Demand hub is now live and offers you the opportunity to top-up your CPD learning and knowledge.

Visit our CPD On Demand hub to catch-up with our CPD content, including our ‘Technical Focus Live’ webinar series which focusses on particular technical issues in depth in each session. Recordings from our ‘SIPP Opportunities’ webinar series, which offers the chance to explore the opportunities and flexibility offered by SIPPs, and our intergenerational planning ‘Meet the Joneses’ webinars, are also available.


Navigating success for tomorrow’s advisers

Join us for our new weekly webinar series designed specifically for trainee planners and administrators. Starting Tuesday 18 August hosted by our Pension Technical Manager – Jessica List, the interactive series will introduce key areas of pension knowledge that will put your in control of your learning, helping you to get ahead.

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.

Challenge accepted?

Register for the morning webinars.

Register for the afternoon webinars.

Please feel free to register for both and decide on the day which you’d like to attend.

Webinar Blending discretionary and smoothed investment solutions to provide better client outcomes

We recently partnered with Prudential and Quilter Cheviot to present a 60 minute CPD webinar which considered the importance of reviewing drawdown clients in these uncertain times and how blending investment strategies and investment managers could lead to better client outcomes.

Catch up with the session here.

Webinar Managing client income needs in retirement

We recently joined Brooks Macdonald for their Connected webinar series, a series exploring the effects the COVID-19 pandemic has had on financial markets and, in particular, pensions and retirement funds.

In this webinar, Curtis Banks Pension Technical Manager Jessica List examined the considerations for those accessing (or thinking of accessing) their pensions, and discussed lifetime allowance issues, such as the age 75 tests.

Catch up with the webinar here.

Meet the Joneses Financial planning for future generations

We invite you to meet the Joneses through our series of comprehensive case studies. See how the family plans for its future by taking advantage of the flexibility that pensions allow across the generations.



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