Panacea CPD Library

With so many opportunities for CPD available it's difficult to keep track.

Have you made the most of the CPD-accredited material on offer by our Partner firms? If not you can use the below articles and videos (both structured and unstructured) to ensure you have read and digested material available to you.

How to use this page:

The table below shows all of the CPD material added by our partners.

Bookmark this page and use it to refer back to and see if we have added anything new. You can also to compare against your own files when necessary.

Firm Name Title Date read
Old Mutual Wealth Annual allowance excess tax charges and “scheme pays” (30 minutes)
The Exeter ABI report - The impact of individual income protection on universal credit (Unstructured)
Royal London Understanding the value of family income benefit webinar (60 minutes)
Aviva Investors Aviva Investors: Aviva Investors House View Q1 2020 Webcast (57 minutes)
Rathbones Rathbone Multi-Asset Portfolio Funds: Johnny-come-January (17 minutes)
Prudential Pensions and divorce (20 minutes)
Prudential Pensions and divorce: Q&A (13 minutes)
Royal London Getting cover for clients with diabetes - the facts and the opportunity (60 minutes)
Royal London Why mortgage clients need income protection (60 minutes)
Royal London Succession planning and company share purchase (60 minutes)
Royal London Protecting income, protecting lifestyle – The backup plan (55 minutes)
Royal London Steve Webb on the state pension (60 minutes)
Royal London MiFID – a PROD at the adviser impacts (60 minutes)
Royal London Tax relief and annual allowance (60 minutes)
Royal London Lifetime allowance – take it to the limit... and beyond (60 minutes)
Royal London Lifetime allowance - a master-class of the technicalities (60 minutes)
Royal London Income drawdown – the good, the bad and the ugly (60 minutes)
Prudential Gifting and Inheritance Tax (14 minutes)
Prudential Discretionary trust taxation (16 minutes)
Defaqto Professionals’ guide to drawdown 2019/20 (60 minutes)
Prudential Top slicing relief for bonds taxation: the facts (10 minutes)
Prudential Taxation of offshore bonds: the facts (21 minutes)
Prudential UK investment bonds: taxation facts (32 minutes)
Defaqto Defaqto: The benefits to advisers and their clients of using risk bound fund families (30 minutes)
Defaqto Defaqto: How to analyse workplace pension default funds (60 minutes)
M&G Investments M&G: Global Macro Bond Fund, Q2 update (Unstructured)
Invesco Invesco: Investment Intelligence Seminars 2019 - Round 1 Online Training (60 minutes)
Aegon Aegon: Demystifying trust and IHT planning webinar (40 minutes unstructured)
Aegon Aegon: Using salary sacrifice to put a priority on pensions (Unstructured)
Aegon Aegon: An update on the lifetime allowance (Unstructured)
Aegon Aegon: Key adviser takeaways from FCA’s platform market study (Unstructured)
Rathbones Rathbone Multi-Asset Portfolios: Not betting on black webcast (14 minutes)
Rathbones Rathbone Multi-Asset Portfolios webcast (37 minutes)
Rathbones Rathbone Ethical Bond Fund webcast (18 minutes)
Rathbones Rathbone Income Fund webcast (43 minutes)
Rathbones Rathbone Global Opportunities Fund webcast (28 minutes)
Rathbones Rathbone Macro-economic webcast (25 minutes)
Old Mutual Wealth Old Mutual Wealth: Pension Death Benefit Webinar (49 minutes)
Old Mutual Wealth Old Mutual Wealth: Informer Articles (Unstructured)
Old Mutual Wealth Old Mutual Wealth: Knowledge Direct Articles (Unstructured)
Royal London Royal London: A guide to wills, trusts and guardianship (30 minutes)
Royal London Royal London: The importance of business protection (50 minutes)
Prudential Prudential: Lifetime Allowance (LTA): Q&A (16 minutes)
Prudential Prudential: Lifetime Allowance: The facts (19 minutes)
Royal London Royal London: Death benefits (60 minutes)
Royal London Royal London: Pension contributions and tax relief (35 minutes)
Royal London Royal London: Pensions and divorce (60 minutes)
Royal London Royal London: Shareholder protection and unfair prejudice (60 minutes)


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