26th June 2015

Welcome to the BirthStar® CPD Research Series

Our research is designed to help advisers navigate the new retirement freedoms to target better outcomes for their clients. The BirthStar® Research Series papers are triple accredited by leading industry bodies - the IFP, PFS and PMI.

Each of our CPD modules is an Assigned Reading written by our experts that focuses on a particular aspect of investment or behavioural science, with a specific focus on retirement investing. Each paper is structured around 3 Learning Objectives divided into 15 Learning Outcome Statements to help readers focus on key points.

Summary versions of each paper are included in the Learning Outcome Review (LOR). For advisers who want to convert the module to structured learning, there is an online test. To view the modules, visit the CPD page on our BirthStarLearning website:http://www.birthstarlearning.com/cpd/

If you would like to attend one of our workshops or recorded webinars, please visit:http://www.birthstarlearning.com/events/ .

Please follow the link below to our first released CPD paper: 'Rethinking Retirement Investing'where we discuss a ‘lifecycle’ framework for retirement investing addressing the shift from asset-optimised investing for accumulation pre-retirement to a liability-relative approach for decumulation post-retirement in a DC pensions context. 

We hope you enjoy it! 

We value your feedback and suggestions. If there are topics on retirement investing you would like us to cover, please contact us at: E: cpdfeedback@birthstarlearning.com

Adviser Letter of the Week, CPD, Retirement, Pension Reforms, Investments