• CPD learning
The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

Our CPD proposition

We understand how important it is to keep knowledge and skills up to date. Our CII/PFS accredited modules will help you demonstrate your continued learning and development on topics which matter to your business and your advice.

All our modules are written and delivered in a clear and understandable way and focus on translating the detail into what it means for you and your clients.

Just select the module which best matches your learning needs and begin earning valuable CPD hours. There is no need to complete it all in one go - you can dip in and out as you like and pick up where you left off.

After you’ve completed the module and answered the related questions, we will email your certificate highlighting the accredited learning for your CPD record.

CPD Chartered Insurance Institute accreditation logos

Tax and retirement planning

  • Pension funding

    These modules will help you understand how much your clients can pay in to their pensions and what factors may restrict funding.
    Pension funding modules

  • Lifetime allowance and protection options

    These modules will help you understand how much your clients can save in to their pensions and what protection options are available if they expect to exceed their lifetime allowance.
    LTA & protection modules

  • Pension transfers

    These modules will help you understand the rules around pension transfers, how transfer values are determined and the key things to consider before transferring pension benefits.
    Pension transfer modules

  • Personal taxation

    These modules will help you understand how income, gains and estates are taxed.
    Personal taxation modules

  • Investment bonds

    These modules will help you understand how investment bonds are taxed in the hands of your individual, trust and corporate clients.
    Investment bonds modules

  • ISAs, unit trusts, and OEICs

    These modules will help you understand the rules on tax incentivised savings and how your client’s savings will be taxed.
    ISA, unit trust and OEIC modules

  • Trusts

    These modules will help you understand the different trust options, their suitability and the taxation of the settlor, trustees and beneficiaries.
    Trusts modules

  • Taking pension benefits

    These modules will help you understand when pension benefits can be taken and the various retirement income and lump sum options available.
    Taking pension benefits modules

More resources for advisers

Literature

Find important and useful documents, including product guides, forms, terms and conditions and sales aids.

Browse our literature

Techzone

Techzone offers you support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.

Launch Techzone