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

Tutor:

• Jan Holt, JustRetirement

Learning outcomes:

1. Understand the dynamics of the long-term care market and the factors driving growth
2. Describe the key elements of the Care Act, in particular, the financial aspects relating to care funding

Tutor:

• Chris Iggo, AXA Investment Managers

Learning outcomes:

1. The UK monetary policy framework and its objectives
2. The unconventional policy implemented in the wake of the financial crisis and its consequences
3. Why the policy will be reversed and its implications for investors

Tutors:

• Heinrich Schutze, iShares UK
• Tim Hodgson, iShares UK

Learning outcomes:

1. How ETFs are constructed
2. The benefits and uses of ETFs
3. The risks of ETFs

Tutors:

• Michael Holden, LIFT-Financial Group
• Don Wild, Standard Life

Learning outcomes:

1. How the influence of RDR is still happening
2. How technology is influencing the behaviour of consumers

Tutors:

• Mike Webb, Rathbone Unit Trust Management
• Tom Caddick, Santander Asset Management
• Frank Potaczek, Defaqto
• Caspar Rock, Architas

Learning outcomes:

1. Future trends in outsourcing

Tutor:

• Mark Williams, Octopus Investments

Learning outcomes:

1. IHT thresholds and why more people are falling into IHT
2. Using business property relief to reduce IHT liability
3. Using AIM stocks and ISAs to reduce IHT liabilities

Tutors:

• Anthony Yadgaroff, Allenbridge Tax Shelter Report
• Douglas Lawson, Amati
• Mike Piddock, Octopus Investments
• Ben Yearsley, Charles Stanley Direct

Learning outcomes:

1. The various tax breaks available on VCTs