Tutors:

• Paul Latham, Octopus Investments
• Andrew Sherlock, Oxford Capital
• Roger Blears, RW Blears LLP

Learning outcomes:

1. How the July 2015 Budget changes impact VCTs and EIS

Tutor:

• Dorian Hughes, BlackRock

Learning outcomes:

1. Explain how income investing can work for investors at all stages of their lives
2. Describe how an equity income strategy can support clients

Tutors:

• Jan Holt, Just Retirement
• Vince Smith-Hughes, Prudential

Learning outcomes:

1. Creating flexibility in pension planning
2. Some alternative strategies you may consider with your clients

Tutors:

• Jan Holt, Just Retirement
• Vince Smith-Hughes, Prudential

Learning outcomes:

1. Investment for income and available asset classes
2. Buy to let

Tutors:

• Steve Martell, Just Retirement
• Les Cameron, Prudential

Learning outcomes:

1. How the changes introduced by the March 2015 budget affect those coming up to retirement
2. How to assess a client's capacity for loss and attitude to risk

Tutors:

• Odi Lahav, Allenbridge
• Andrew Sherlock, Oxford Capital

Learning outcomes:

1. Outline why and how the government has encouraged the development of VCT and EIS
2. Identify the main tax breaks available on VCT and EIS

Tutor:

• James Kingston, iShares

Learning outcomes:

1. The importance of diversifying an income portfolio
2. Why using ETFs help to create a sustainable income strategy for clients

Tutors:

• Mike Hammond, Premier Asset Management
• Simon Evan-Cook, Premier Asset Management

Learning outcomes:

1. The future of annuities
2. The trends driving the demand for alternative income products
3. The role of the multi-asset funds in providing a stable alternative income source

Tutors:

• Jan Holt, Just Retirement
• Vince Smith-Hughes, Prudential

Learning outcomes:

1. April 2015: The pension and tax rules
2. The implications for advice models
3. Planning client communication and segmentation strategies

Tutors:

• Frank Potaczek, Defaqto
• David Coombs, Rathbone Unit Trust Management
• Tom Caddick, Santander Asset Management

Learning outcomes:

1. Understanding the origins and drivers of multi-asset investing
2. Identifying the key sources of risk and return in the investment process

Tutor:

• Chris Iggo, AXA Fixed Income

Learning outcomes:

1. The size and influence of the global bond markets
2. How governments, corporates and individuals use debt
3. The dangers of having too much debt in an economy

Tutors:

• Nicholas Samouilhan, Aviva Investors
• Frank Potaczek, Defaqto
• Mike Webb, Rathbone Unit Trust Management
• Tom Caddick, Santander Asset Management

Learning outcomes:

1. The changing regulatory and investment backdrop for advisers