In this CeMAP TV roundtable, our panelists discuss how they make sure their clients are getting the best advice for them, the importance of making the transition from mortgage broker to mortgage advisor...

Tutor:

• James Rae, Investment Manager, Charles Stanley AIM IHT portfolio service

• Lynne Rowland, Head of Personal Tax at Moore Kingston Smith

Learning outcomes:

1. The key points to consider when it comes to considering a client’s IHT bill
2. The AIM market and the options it provides to mitigate IHT
3. How professionals can better...

Tutor:

• Davydd Wynne, Cazenove

Learning outcomes:

1. The main risks in structured products: credit, investment and liquidity
2. How a structured product is typically constructed
3. The importance of understanding the small print in a structured product

Tutors:

• Richard Kateley, Head of Specialist Protection, Legal...

Tutors:

• Stuart Halliwell, Legal & General
• Robert Betts, Legal & General

Learning outcomes:

1. The need for key person cover
2. How to set up key person cover for different types of business
3. The treatment of premiums and policy proceeds for taxation purposes
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Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The different types of business structure available in the UK
2. How to set up different types of share protection arrangements
3. The supporting agreements for share protection and how these differ
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Tutors:

• John R Porteous, Charles Stanley
• Mike Barrett, Langcat Financial

Learning outcomes:

1. How a centralised retirement proposition can improve customer outcomes
2. Understand the risks and consideration for advisers who run centralised propositions
3. Satisfying income requirements and intergenerational wealth conflicts

Tutors:

• Pablo Balan, Head of Multi-Asset Investment Risk, M&G Prudential

Learning outcomes:

1. Understanding the different types of risk within a multi-asset portfolio
2. How you can monitor and manage risk in a multi-asset portfolio
3. The importance of having a clear and independent risk framework

Tutors:

• Andy Philo, Vitality
• Michelle Brook, Mortgage Advice Bureau

Learning outcomes:

1. The need for mortgage protection and the main barriers to getting it
2. How to keep a client engaged in discussing mortgage protection having gone through a lengthy mortgage conversation
3. If the rewards and benefits are a worthwhile incentive for taking out a protection policy

Tutors:

• Simon Cooper, Cazenove Capital
• Nick Georgiadis, Cazenove Capital

Learning outcomes:

1. The main different types of outsourced solutions available to advisers
2. The core components of an outsourced solution, from investment philosophy through to back office compatibility
3. How to identify and manage potential conflicts of interest

Tutors:

• Michael Nicholls, The London Institute of Banking & Finance
• Andy Philo, Vitality
• Andrew Montlake, Coreco

Learning outcomes:

1. How the mortgage market has developed in 2019
2. How the mortgage protection market stands today
3. When mortgage advisers should hand over the role of adviser

Tutors:

• Michael Nicholls, The London Institute of Banking & Finance
• Simon Broadley, TenetLime

Learning outcomes:

1. How today’s mortgage market stands and what is expected of mortgage advisers
2. Why CeMAP Professional is needed in today’s mortgage market