Your CPD

• Article
• 60 min cpd

The 6 April 2024 saw the removal of the lifetime allowance from pensions tax legislation. Uncover the changes in our articles, covering topics including the three new allowances, transitional arrangements and the abolition of the lifetime allowance.

• Video
• 45 min cpd

Are your clients ready for the opportunities their Second 50 years can bring?

• Video
• 40 min cpd

Interest rates in many countries are as high as they have been since the financial crisis more than 15 years ago, the UK has slipped into recession and US political uncertainty is dominating the airwaves.

• Video
• 30 min cpd

Steven Cameron, Pensions Director, discusses the latest developments of the consumer duty from the FCA – including the next deadline and how it links into other regulatory developments.

• Video
• 60 min cpd

Client referrals can be a major source of growth to your business, but with several barriers and bottlenecks, is it as easy as it seems?

• Video
• 30 min cpd

Market volatility can be a nerve-wracking experience, not just for investors but also for financial advisers managing their concerns. This session applies insights from behavioural economics and psychology to understand the mental dynamics at play during market volatility. We offer practical techniques to help you to shift clients' focus away from short-term market fluctuations and toward their long-term goals.