Budget 2025: Advice issues and opportunities
Monday 30th March, 10am-11am
This webinar will focus on some of the key measures announced in the Autumn Budget 2025 and the related client advice opportunities. We will also explore what the forthcoming extension of inheritance tax to most unused pensions will mean for personal representatives, pension scheme administrators, and beneficiaries, together with the resulting planning considerations.
This webinar is presented by our partners at Aegon and provides a minimum of 30 minutes of structured CPD.
REGISTER NOW
Compliance Oversight( SMF 16 / 17 Courses) We have virtual sessions running each month
Our SMF 16 and SMF 17 courses have been designed to provide applicants with the basic compliance knowledge needed to perform the role effectively( with support from Simplybiz), to help with your interviews, and complete your application.
Since the introduction of the Senior Managers and Certification Regime( SM & CR) back in 2019, the FCA has toughened up the application process for SMF 16 Compliance Oversight and SMF 17 Money Laundering Reporting Officer functions.
If you are already in the SMF 16 and 17 roles, but want to understand your regulatory obligations more thoroughly, then this course will prove a valuable addition to your CPD journey this year.
VIEW THE DATES
10 | The Adviser Online