Since 6 April 2006 (A-Day) there has been only one set of investment standards for all registered pension schemes.
This analysis covers a number of areas including Trustee's borrowings, loans to employers and some of the more complex types of investments.
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.
In this podcast, we discuss the ROR phase 3 changes. Recorded in December 2020.
SSASs and SIPPs are both investment regulated pension schemes. However, the legislation is applied slightly differently meaning there are some key differences.
CPD | Responsible investment – Here we look at the impending regulatory changes that are likely to drive environmental, social and governance (ESG) investing, the global initiatives pushing sustainable finance further into the spotlight and the opportunities this brings in the advised market.