CPD hours
Forthcoming event

The Planning Opportunities You Need to Know

Thursday 22 October, 9:00 am - 11:00 am (UK time)
RBC Brewin Dolphin
Todd Jeffries, CFP™, Chartered Financial Planner, IMC, Business Development Manager | Scotland & NI Region, RBC Brewin DolphinMatt Storey, Head of Business Development, ATSIPPTony Sime, Partner, Downing
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Edinburgh CPD Breakfast | 22 October

Join us at RBC Brewin Dolphin in Edinburgh for a morning of focused, practical CPD, with morning rolls provided on arrival.

Three short sessions will cover key technical updates and planning opportunities across retirement, pensions and estate planning.

The focus is on what you need to know and how to apply it with clients — identifying opportunities and adding greater value.

Free to attend | 2 hours CPD

CPD Session 1 – RBC Brewin Dolphin

Todd Jeffries

Income Strategies within Central Retirement Propositions (CRPs)

This session will explore retirement income strategies, sequencing risk and how changing client needs are shaping retirement planning.

Learning Objectives

By the end of the session, you will be able to:

  • Identify planning opportunities and ways to manage sequencing risk.
  • Explore different retirement income and investment strategies.
  • Understand how the changing pensions market is affecting client needs and retirement planning.

CPD Session 2 – ATSIPP

Matt Storey

By the end of the session, you will be able to:

  • Understand how SIPPs can be used as an effective IHT planning tool.
  • Explore how the changing IHT treatment of pensions may influence SIPP planning.
  • Understand how commercial property within a pension can support business owners.
  • Identify why property within pensions can remain an effective solution in the post-IHT-on-pensions landscape.

CPD Session 3 – Downing

Tony Sime

Inheritance Tax & Estate Planning

This session will explore the changing Inheritance Tax landscape, pension changes, Business Relief and intergenerational planning.

Learning Objectives

By the end of the session, you will be able to:

  • Understand the changing Inheritance Tax landscape and later-life planning opportunities.
  • Understand how pension changes may affect clients' IHT positions.
  • Identify where Business Relief can support wider estate planning.
  • Explore opportunities for effective intergenerational planning.

Event Details

Date: 22 October
Registration & morning rolls: From 08:45
CPD: 09:15 – 10:55 | 2 hours
Cost: Free

Venue: RBC Brewin Dolphin, 6th Floor, Atria One, 144 Morrison Street, Edinburgh, EH3 8EX

Places are limited – register now to secure your place.

Venue

6th Floor, Atria One
144 Morrison Street
Edinburgh
EH3 8EX
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CPD hours

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 2 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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