FOR ADVISERS ONLY
Investment rules
Since 6 April 2006 (A-Day) there has been only one set of investment standards for all registered pension schemes.
Investment rules
This analysis covers a number of areas including Trustee's borrowings, loans to employers and some of the more complex types of investments.
SSAS versus SIPP
SSASs and SIPPs are both investment regulated pension schemes. However, the legislation is applied slightly differently meaning there are some key differences.
CPD |Centralised retirement propositions – In this webinar, we explore the intricacies of centralised investment proposition (CIP) and centralised retirement proposition (CRP) frameworks, their relationship with the PROD rules and looks at how the financial planning community has been adopting and integrating these models within formal advice processes. Recorded on 19 November 2020.
CPD |Responsible investment 2021 – In this webinar, we look at the current responsible investment landscape before discussing best practice in how to prepare and conduct client conversations in this area. They also explore some more prudent steps that financial planners can take to integrate responsible investment considerations into advice propositions.. Recorded in February 2021.
Investment pathways
In this podcast, we discuss the ROR phase 3 changes. Recorded in December 2020.
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