Industry news and views from Panacea and our partners.

CPD Library_

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ESG Know How: The many faces of ESG in asset management (60 minutes)


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ESG Know How: The regulation which is transforming the finance industry (45 minutes)


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ESG Know How: The evolution of the ESG revolution (45 minutes)


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ESG Know How: ESG’s place in financial planning (60 minutes)


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ESG Know How: The key sustainable threats that we face today (60 minutes)


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Time for some mid (tax) year end annual allowance work? (60 minutes)


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The planning and practicalities of Loan Trusts (60 minutes)


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Annual Allowance Tax Year End Quiz Webinar (60 minutes)


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Tax and trusts Tax year End Quiz Webinar (60 minutes)


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Pensions Tax Relief Tax Year End Quiz Webinar (60 minutes)


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10 things you absolutely need to know about Bare Trusts (60 minutes)


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Les’ Big Fat Quiz of the Year (60 minutes)


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Royal London: Learn more about trusts and how they can create better protection outcomes


Join us at 10:30am on Wednesday, 2 December to learn more about trusts and the nomination of beneficiaries. We'll show you how they can help you create better protection outcomes for your clients by ensuring the right money goes into the right hands at the right time.

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Prudential’s Upcoming webinars


Prudential’s Adviser Support Programme aims to give you the best in technical and business development support, so you can continue to give your clients the benefit of your professional expertise.

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A spotlight on the self-employed: 60 minutes unstructured CPD content from The Exeter


Our latest research “Ill Prepared 2020 – the self-employed financial resilience report” takes an in-depth look at the near five million self-employed workers in the UK.

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Prudential: Webinars with Selectapension and O&M Systems


Our latest recorded webinars focus on pension switching advice and feature representatives from Selectapension and O&M systems.

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The Exeter: 35 minutes CPD - Practical marketing to ensure your business thrives


Rostrum is an award-winning marketing agency working with financial services companies. They have produced this CPD video, ‘Practical marketing to ensure your business thrives'

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Prudential: Blending discretionary and smoothed investment solutions to provide better client outcomes webinar


There are many different investment strategies available to financial advisers for clients in retirement and picking the right one at the right time is a highly complex decision.

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AXA IM: Understanding investment strategies – Active Management


An opportunity to earn structured-CPD points by completing our short online modules via The Academy. One of the courses we offer focuses on advantages and disadvantages of active investing. Register today to get started, and remember when you complete each module you will receive a certificate and the time spent will contribute towards your annual 21 hours of structured CPD requirement.

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Annual allowance excess tax charges and “scheme pays” (30 minutes)


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ABI report - The impact of individual income protection on universal credit (Unstructured)


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Understanding the value of family income benefit webinar (60 minutes)


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Aviva Investors: Aviva Investors House View Q1 2020 Webcast (57 minutes)


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Rathbone Multi-Asset Portfolio Funds: Johnny-come-January (17 minutes)


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Pensions and divorce (20 minutes)


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Pensions and divorce: Q&A (13 minutes)


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Getting cover for clients with diabetes - the facts and the opportunity (60 minutes)


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Why mortgage clients need income protection (60 minutes)


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Succession planning and company share purchase (60 minutes)


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Protecting income, protecting lifestyle – The backup plan (55 minutes)


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Steve Webb on the state pension (60 minutes)


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MiFID – a PROD at the adviser impacts (60 minutes)


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Tax relief and annual allowance (60 minutes)


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Lifetime allowance – take it to the limit... and beyond (60 minutes)


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Lifetime allowance - a master-class of the technicalities (60 minutes)


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Income drawdown – the good, the bad and the ugly (60 minutes)


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Gifting and Inheritance Tax (14 minutes)


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Discretionary trust taxation (16 minutes)


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Professionals’ guide to drawdown 2019/20 (60 minutes)


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Top slicing relief for bonds taxation: the facts (10 minutes)


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