image of scottish widow

A series of topical webinars and vodcasts that can support your CPD learning requirements. Our experts provide insight and opinion on a wide range of key industry issues to help you navigate the changing market.

Our webinars and vodcasts

An image of Gareth Davies

LIFE AFTER THE LTA 

Gareth Davies, Pension Specialist and Susan Hope, IFA Workplace Senior Manager

The learning objectives of this webinar are as follows. From watching this webinar you should be able to:  

  • Explain the pension changes announced in the March 2023 budget, effective from April 2024.
  • Describe the current LTA transitional protections and how they are impacted by the changes.
  • Demonstrate the transitional arrangements for clients who have taken existing pension benefits prior to the changes.

WEBINAR - 60 MINS                                                                                                               Watch now               

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Gavin Jobson-Wood, Iain McGowan and Andrew November

Q4 INVESTMENT UPDATE 

Gavin Jobson-Wood, Investment Development Manager, Iain McGowan, Investments Director and Andrew November, Head of Scottish Widows Investment Office

The learning objectives of this webinar are as follows. From watching this webinar you should be able to:

  • Explain how markets have performed over the Q4 period. 
  • Describe how the funds have performed over the last quarter and year to date.
  • Consider how Scottish Widows is developing its funds to continue to meet clients’ needs.

WEBINAR - 50 MINS                                                                                                                  Watch now               

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An image of Gareth Davies

KNOW YOUR LIMITS 

Gareth Davies, Pension Specialist and Jennifer Cook, Adviser Experience Lead

The learning objectives of this webinar are as follows. From watching this webinar you should be able to:  

  • Understand the key pension related reliefs and allowances.
  • Know what the limits are for the current/future tax year.
  • Demonstrate the benefits of these and how and when they work.  

WEBINAR - 60 MINS                                                                                                               Watch now               

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Picture of Tom Coughlan

OUR TAKE ON . . . BONDS V COLLECTIVES

Tom Coughlan - Financial Planning Manager

Our expert explains Investment Bonds and Collective Investment Schemes - two of the most popular investment vehicles used by individuals to access the major asset classes, such as equities, fixed interest securities and property. 

The learning objectives of this module are as follows.  From completing this module you should be able to: 

  • Explain the income tax treatment of chargeable event gains arising from onshore and offshore investment bonds. 
  • Understand and explain the tax treatment of income and gains arising from collective investment schemes. 
  • Explain the relative tax benefits of investment bonds and collective schemes for similar underlying investments. 

VODCAST - 25 MINS                                                                                                                  Watch now               

Supported reading (PDF, 111KB) - 20 mins

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Jill Henderson, Peter Glancy and Ross McKie

PENSIONS POLICY UNPICKED  

Jill Henderson, Head of Business Development, Peter Glancy, Head of Policy and Ross McKie, Head of Workplace Proposition 

This webinar was led by Scottish Widows policy and pension experts who covered the following:  

  • A recap of the major policy decisions that have been made in the last 12 months.  
  • The direction which has been set in terms of further announcements. 
  • The impact all of this could have on scheme members, sponsoring employers, their advisers and the industry more generally.  

WEBINAR - 40 MINS                                                                                                               Watch now               

                                                                                                                         

 

Gavin Jobson-Wood, Iain McGowan and Andrew November

SCOTTISH WIDOWS INVESTMENT UPDATE  

Gavin Jobson-Wood, Investment Development Manager, Iain McGowan, Investments Director and Andrew November, Head of Scottish Widows Investment Office  

This webinar was led by our investment experts who covered the following: 

  • How investment markets have performed this year and Scottish Widows’ outlook for the years to come.  
  • How Scottish Widows pension multi-asset funds have performed.  
  • The changes Scottish Widows has made to the funds.  
  • How Scottish Widows is developing the funds to continue to meet clients’ needs.  

WEBINAR - 40 MINS                                                                                                                 Watch now               

 

An image of Gavin Jobson Wood

INVESTMENT UPDATE

Gavin Jobson-Wood, Investment Development Manager

Gavin discusses why the performance on the Scottish Widows Pension Portfolio funds, available via Retirement Account, has improved over the last year and gives an update on the Scottish Widows core multi-asset pension funds.

VODCAST - 8 MINS                                                                                                                  Watch now               

 

An image of Gareth Davies

WE NEED TO TALK ABOUT DEATH

Gareth Davies, Pension Specialist and Head of Intermediary Sales, Jamie Drewett

The learning objectives of this webinar are as follows. From watching this webinar you should be able to:

  •  Explain how pension death benefits are taxed. 
  •  Describe why beneficiary Flexi Access Drawdown and nomination forms are so important.
  •  Clarify the key differences between discretion and direction nomination forms.

WEBINAR - 55 MINS                                                                                                                 Watch now               

Your questions answered (PDF, 1MB)

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Thom Arnott

OUR TAKE ON . . . SUPPORTING VULNERABLE CLIENTS

Chris Smart, Manager, Vulnerable Customers

This collection of vodcasts and reading will help you to gain a better understanding of how to identify vulnerable clients including those who may not have been vulnerable before but are now due to the cost of living crisis. 

The learning objectives of the module are as follows. From completing this module you should be able to: 

  • Know how to identify the scale and nature of vulnerability in your client base, 
  • Identify and understand the FCAs 7 risks of financial harm,
  • Understand when and how to use the TEXAS and IDEA models.

VODCAST - 20 MINS                                                                                                                  Watch now               

Supported reading (PDF, 2MB) - 20 MINS

Supported reading (PDF, 2MB) - 20 MINS

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Scott Cadger, Sarah O'Sullivan and Miranda Taylor-Gooby

THE COST OF CANCER & CRITICAL ILLNESS CLAIMS

Scott Cadger, Head of Protection Underwriting, Claims and Commercial Strategy at Scottish Widows plus Sarah O'Sullivan, Senior Partnership Manager and Miranda Taylor-Gooby, Senior Partnership Development Manager from Macmillan Cancer Support

The learning objectives of this webinar are as follows. From watching this webinar you should be able to:

  • Describe the impact that the Covid 19 pandemic has had on critical illness claims, 
  • Describe the financial impact of a cancer diagnosis and the new trends caused by delays in treatment, 
  • Explain how Scottish Widows are responding to these developments. 

WEBINAR - 45 MINS                                                                                                                  Watch now               

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Picture of Tom Coughlan

OUR TAKE ON . . . EMPLOYER CONTRIBUTIONS FOR INDIVIDUAL PENSIONS CLIENTS

Tom Coughlan - Financial Planning Manager

Our expert looks at the tax treatment of employer pension contributions and how they can benefit employees and owner managed businesses.

VODCAST - 12 MINS                                                                                                                  Watch now               

 

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