Pragmatic, Professional, Adviser based, Structured CPD…the Expert Pensions way

All our Masterclasses are designed with you and your clients in mind. This is not about ticking a box, this is to develop your technical and practical understanding of subjects and products that you discuss with your clients.

Our CPD sessions have been created and developed by John Reynolds our Pensions Guru and Michael Pashley, our Technical Director (Investment & Pensions).

John is one of the country’s leading experts in the financial services education sector who has spent the last 20 years teaching, consulting, mentoring and writing on the subject of Defined Benefit Transfers. Michael is a Chartered Financial Planner with many years of experience working with investment bonds in a sales, technical, and advice capacity. He’s going to share with you his real life experiences and solutions gained over his career.

  • Expert versus professional – we deliver both.
  • We aim to make CPD as engaging and enjoyable as possible.
  • We have a true passion for everything we do in the education, technical and advice areas of financial services.

Your business is our business…All our CPD classes are designed to improve your knowledge, improve your professionalism and improve your business. 

  • What is the Expert Pensions Masterclass?

    A series of 6 Masterclasses covering Pensions, Investment and Taxation. The first 2 Masterclasses in the series (Pensions Transfers & Investment Bonds) are available for you immediately.

    All content and materials are available online. Each masterclass is designed in the same format and will consist of:

    • 20 Short video modules
    • Downloadable PDF’s
    • Online Quiz
    • 4 hours structured CPD
    • Certificate automatically provided on completion
    • Access to ALL of our online forums  where we can get the conversations started and share best practice.  A one stop shop to engage with your peers and our subject matter experts, reinforce your learning and share the joys (and pains) of professional development!  Our Forums are designed to help you communicate, connect and collaborate.
  • Pension Transfers Update and Refresh

    On the back of the recently published PS18/06 and CP18/07 from the FCA, we have summarised the key details for practicing pension transfer specialist advisers.

    • The Masterclass consists of 20+ videos and several PDF downloads.
      For each video, there is a summary of the technical details and, where appropriate, example documents.
    • The quiz at the end confirms your understanding – but, this is not box-ticking.
    • You will be awarded with a certificate confirming 4 hours of structured CPD, but more importantly, it provides a basis of understanding on which to build your compliant DB TV reports from 1 October 2018.
    • This is pragmatic: the video tutorials explain how PS18/06 works, and it’s practical – we explain how it can be used.
    • This is essential understanding and outside the scope of exams.
    • This is about running a successful, complaint business and being able to demonstrate competence as a PTS.
    • You know how important it is to keep up with developments in this area. This Masterclass is designed to provide pragmatic professional development to enhance your technical and practical understanding of DB TV since PS18/06 was published and preparing you for 1 October 2018.
    • Not only are your technical questions answered, but we also go behind the scenes and explain how to implement it into your work.

  • Investment Bonds

    Given the explosive popularity of smoothed investment solutions and IHT planning over recent years, there has been a growing feeling that bonds are back

    • The Masterclass consists of 20+ videos and several PDF downloads.
      For each video, there is a summary of the technical details and, where appropriate, example documents.
    • The quiz at the end confirms your understanding – but, this is not box-ticking.
    • You will be awarded with a certificate confirming 4 hours of structured CPD
    • Designed to provide pragmatic professional development to enhance your technical and practical understanding of bonds
    • Not only are your technical questions answered, but we also go behind the scenes and explain what really happens at life offices.
    • The Masterclass has been checked by a CII study text author and technical checker, who praised our relaxed, practical approach, and the high quality of the content.

  • Masterclasses coming soon

    Additional Masterclasses will be added during the tax year. The content of these will be determined by legislation/regulation and demand…they will be topical, useful and designed to help you and your business be the best you can be.

    1. Pension Income Drawdown and RIP (retirement investment proposition)
    2. Practical lifetime and Annual Allowance calculations (no current level 6 exam covers this is any depth – this is a MUST)
    3. IHT Planning with tax and trust considerations
    4. To be decided by YOU – what would YOU like covered?
  • How to buy

    Our CPD Masterclasses are available as a yearly subscription service. The first years payment will be deducted when you purchase and the next payment will be deducted in 12 months time and thereafter unless cancelled by you.

    You can cancel your subscription at any time and no further annual payments will be deducted. You will continue to have access for 12 months from your payment date and if the renewal amount is not collected your access will cease.

    • The Masterclasses are not financial advice and should not be misconstrued as such
    • The Masterclasses are based on our understanding of the legislation and rules at the time of production, and while every effort has been made to ensure accuracy, we cannot guarantee the Masterclasses are completely free of errors
    • Neither Expert Pensions, nor its representatives or consultants, can be held accountable or liable for any action taken (or refrained from being taken) as a result of the Masterclasses
    • The Masterclasses are not approved for use with retail clients, and are designed for professional financial advisers and those in related roles only
    • Copyright 2018 Expert Pensions. All rights reserved.

    Price £295.00 / year