Build your CPD with technical expertise from our CII accredited MasterClasses.
Self-employed pension planning masterclass
January 2020
Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into Self-employed pension planning.
PROTECTION MASTERCLASS - IDD AND HELPING YOU PREPARE FOR THE SM&CR
June 2019
Join Johnny Timpson, our Industry Affairs Manager, Melissa Collett from the CII and Russell Facer from threesixty, to find out more about the Insurance Distribution Directive and how to prepare for the Senior Managers & Certification Regime.
Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into tax efficient pension income options.
Join Jeremy Branton and Bernadette Lewis from the Scottish Widows Financial Planning Team, as they take you through residence nil-rate band legislation.
Join Tom Coughlan and Chris Jones, from Scottish Widows Financial Planning Team, as they remind us of the pension planning rules and opportunities we have available to support the client on the journey towards retirement.
Join Tom Coughlan and Chris Jones, from Scottish Widows Financial Planning Team, as they look at the advice opportunities and provide practical examples on topics related to salary sacrifice.