New on Your Learning Hub this month
New courses and learning resources are added to Your Learning Hub every month, so be sure to keep checking back to access the latest content.
| Nationwide - Quarterly Regional House Price Index |
Nationwide one of UK's largest mortgage providers presents their quarterly house price index report series. |
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| Artemis - Investment Insights |
Artemis presents articles on investment insights from their fund managers. |
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| Prudential - Intergenerational wealth |
A huge sum of wealth is acquired by beneficiaries every single year – whether in the form of inheritance after death, or via gift transfers. Prudential presents a series of webinar topics on intergenerational wealth:
- Pensions, Death and IHT
- What is personal allowance trap and how do we get out of it?
- What is the child benefit trap and how do we get out of it?
- Family Fortune seminar
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| Saffron - Self Build Mortgage |
Two members of the team from Saffron for Intermediaries, Tony Hall (Interim Head of Mortgage Sales) and Holly Andrews (BDM Team Leader) were on the panel to discuss self-build projects, mortgage arrangements, discussing the focus by the government on custom build homes and providing an insight into the society’s decision to keep all management of self-build projects in house.
A useful guide for intermediaries, offering insight into what a self or custom build mortgage is, what situations it suits and how an applicant can ensure acceptance.
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| Standard Life - A focus on your PROD obligations |
All the latest information and support to help you comply with your PROD obligations. |
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| Just - New Era Webinar Series |
Introducing a brand new webinar series with a host of expert guests, giving you in-depth knowledge and insight to key retirement advice principles. |
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| Pepper Money - What do customers really want from their brokers in this changing landscape? |
In this webinar of Pepper Presents series, Ryan Brailsford, Head of Sales at Pepper Money, reviews what customers are looking for from brokers in this changing landscape. He discusses how expectations from consumers have changed, how brokers can adapt to those changes and what Pepper Money are doing to support brokers in the changing climate. |
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| Prudential - Cashflow modelling |
Cashflow modelling is used by financial planners to forecast your future finances. It shows you in real time how much money you could have in the future and whether you are on track to achieve your goals. Prudential presents to you guidance and tools on cashflow modelling. |
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| Pension Hub: Royal London - Pension Transfer |
Royal London provides online resources for your continued professional development in the pensions market. |
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| Schroders - Intergeneration Wealth Transfer |
Gillian Hepburn, UK Intermediary Solutions Director, explains how financial advisers can facilitate family conversations about future generations who are likely to inherit wealth. |
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