We can help you meet your structured CPD goals.
Watch webinars from investment updates to the latest thinking around financial wellbeing, complete the questions and collect your CPD certificate. You need to complete a minimum 35 hours of CPD for retail investment activities each year, of which at least 21 hours must be structured.
Dr. Tom Mathar takes a look at how the role of the financial adviser is adapting to the changing demands of the client, to deliver a human-centric approach.
Dr. Tom Mathar and our head of Portfolio Management, Anthony McDonald, explore the benefits and methods of taking a long-term view through market volatility.
Live webinar recording: discussion and analysis of the Autumn Budget announcement 2024 and its implications.
In this webinar, Mauro Renna discusses what helps build trust, and what you can do about it.
A look into our research into the 100 year life and the changing retirement landscape.
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?
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.
