Investment rules

What you will find on this page

• CPD | Centralised retirement propositions
• CPD | Responsible investment – preparing for a climate of change
• Investment rules
• Our frequently asked questions
• SSAS v SIPP

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.

• Centralised retirement propositions

CPD | Responsible investment – preparing for a climate of change – In this webinar, we look at the current responsible investment landscape and discuss best practice in how to prepare and conduct client conversations. We also explore the steps financial planners can take to integrate responsible investment considerations into advice propositions, including fact-finding, client segmentation, and combatting the evolving threat of greenwashing.

• Responsible investment - preparing for a climate of change

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.

• Investment rules

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.

• SSAS versus SIPP

Our frequently asked questions

• Frequently asked questions