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

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