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    MasterClasses

    Build your CPD with technical expertise from our CII accredited MasterClasses.

    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.

    Watch it now

    PENSIONS RECYCLING MASTERCLASS

    April 2019

    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into pensions recycling.

    Watch it now

    END OF YEAR PENSION PLANNING MASTERCLASS

    February 2019

    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into end of year pension planning.

    Watch it now

    Pension Transfers

    November 2018

    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into Pension Transfers. 

    Watch it nowWatch our Tax-Efficient Pension Withdrawals video

    Tax-efficient pension withdrawals

    September 2018

    Join Bernadette Lewis and Tom Coughlan from the Scottish Widows Financial Planning Team as they provide insight into tax efficient pension income options. 

    Watch it nowWatch our Tax-Efficient Pension Withdrawals video

    Tax planning with drawdown

    April 2018

    Join Chris Jones and Tom Coughlan from the Scottish Widows Financial Planning Team as they look at the area of tax planning using drawdown.

    Watch it nowWatch our Tax Planning With Drawdown video

    Automatic Enrolment - preparing for the challenges

    February 2018

    Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they discuss auto-enrolment elements.

    Watch it nowWatch our Automatic Enrolment -Preparing for The Challenges video

    Pensions death benefits and inheritance tax

    December 2017

    Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they explore pension death benefits and inheritance tax.

    Watch it nowWatch our Pensions Death Benefits and Inheritance Tax video

    Residence nil-rate band

    November 2017

    Join Jeremy Branton and Bernadette Lewis from the Scottish Widows Financial Planning Team, as they take you through residence nil-rate band legislation.

    Watch it nowWatch our Residence Nil-Rate Band video

    Retirement income planning

    September 2017

    Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they cover retirement income planning.

    Watch it nowWatch our Retirement Income Planning video

    Pension tax relief

    July 2017

    Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they take you through aspects of pension tax relief.

    Watch it nowWatch our Pension Tax Relief video

    Lifetime Allowance planning

    May 2017

    Join Chris Jones and Tom Coughlan, from the Scottish Widows Financial Planning Team, as they cover the Lifetime Allowance. 

    Watch it nowWatch our Lifetime Allowance Planning video

    Defined Benefit transfers

    March 2017

    Join Chris Jones and Tom Coughlan, from the Financial Planning Team, as they discuss defined benefits focusing in on some of the factors over and above the critical yield that could influence the outcome for the member.

    Watch it nowWatch our Defined Benefit Transfers video

    Pension Accumulation

    September 2016

    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. 

    Watch it nowWatch our Pension Accumulation video

    Salary sacrifice

    July 2016

    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.

    Watch it nowWatch our Salary Sacrifice video

    The tapered annual allowance

    February 2016

    Join Tom Coughlan and Chris Jones, from Scottish Widows Financial Planning Team, as they share valuable insights into the Tapered Annual Allowance.

    Watch it nowWatch our The Tapered Annual Allowance video

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    If you have any feedback on how we can further develop our MasterClasses, please contact your Relationship Manager.

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