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Scottish Life sponsor the pension section of Asset TV's new CPD Centre

CPD Update for Financial Advisers and Paraplanners

7 Oct 2013

Our Business Development Managers, Jamie Clark and Fiona Tait, recently took part in filming four videos for Akademia.  The videos can be accessed using the following links, and cover four topics;

Auto Enrolment - what are the rules?

  • Background to Auto Enrolment, the savings gap and longevity
  • The rules around Auto Enrolment, and what they mean in practical terms

Auto Enrolment - what are the practicalities?

  • The help that employers will need
  • Why employers should prepare early
  • The size of the opportunity and how you can get involved in this market

Pre retirement Planning

  • Identify a suitable timeline for the journey into retirement and consider the implications for the savings and investment strategy
  • Create a consistent advice process in line with FCA guidance 
  • Consider the potential for consolidation of existing pension arrangements prior to taking benefits

Income Drawdown 

  • Identify client scenarios where drawdown could be the most suitable solution
  • Explain the risk factor associated with drawdown plans
  • Understand the limitations on income as the result of legislation and investment considerations
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