GROW: Professional Development (July)

13/07/2021

Online

10:00 am

We have reinvented our GROW events to make them better than ever – combining two hours of structured CPD with three great speakers, covering three topics. GROW is designed to ensure that delegates are hitting their personal development goals in a manageable way. Our GROW workshops are designed to help delegates develop their knowledge in a range of areas, whilst being fully interactive and actively involving participants.

During these virtual events, we use the interactive polls to help gain thoughts and opinions on questions relevant to the session, allowing delegates to input in an interactive way.

These events count towards your structured CPD hours and delegates will receive a digital copy of their certificates.

Click play to find out more about our GROW events…

Who’s hosting? 

The event will be hosted by Paul Sylvester-Evans of Apricity Compliance. He will engage with the speakers, below, and also field all your questions, so be sure to interact and get the most out of the event!

Alanis Daniel, Compliance Support – Apricity Compliance

Alanis provides compliance support to Apricity’s firms, working more on the regulatory side of the business undertaking file checks, technical queries and is responsible for keeping up to date with FCA updates and new regulation.

Graeme Robb, Senior Technical Manager – Pru

Graeme is a Chartered Accountant and Chartered Tax Adviser, specialising in tax and trusts. Graeme joined Scottish Mutual’s Technical Support Unit in 1996 – his role evolved to support other businesses under the Abbey National umbrella – Scottish Provident, Scottish Provident International, Cater Allen Bank and James Hay. He is now a Senior Technical Manager at the Pru.

Hattie Fancourt, National Account Manager – Pure Retirement

Hattie is the National Account Manager for Pure Retirement. Hattie joined Pure in 2018 with a background working as a BDM on a national scale for an equity release specialist law firm. Combining her legal expertise and knowledge on the lending side of equity release, she is able to offer brokers a wide range of support.

GROW: Professional Development (July)


What will it cover?

We’ll be discussing the most topical content around, ensuring that you log off feeling enriched and up to date on the current issues facing advisers. As part of our events programme and providing your full CPD for the year, this quarters focus will be:

Capacity for Loss – Apricity 

How to boss capacity for loss.

Capacity for loss. What is it? How do you assess it? What do you do with the assessment data? This is often an area that advisers struggle to make client-friendly. All too often, we see advisers telling clients that they have a ‘low/medium/high’ capacity for loss – but how often do clients understand exactly what this means? In this session, we look at what the regulator says, and how Apricity interprets capacity for loss in different scenarios.


Bonds – Prudential

Getting the most out of your surplus cash.

Companies come in all shapes and sizes. What they all have in common is a company bank account which may well have surplus cash that could be doing better for the business and its owners. In this session, we’ll be looking at:

– Key considerations when dealing with corporate investments.

– Taxation of company-owned bonds.

– Potential tax impacts on individuals where their company makes an investment.


Mortgages – Pure Retirement

An overview of the equity release market.

Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55. You can take the money you release as a lump sum or, in several smaller amounts or as a combination of both. In this 40-minute session, Hattie will use her expertise by giving an overview of the equity release market and the different options for your clients.


When? 13th July 2021.
Where? Online
Cost? Free!