Three must-attend webinars for advisers this autumn
The next few months brings no shortage of opportunities and challenges for advisers. From the Autumn Budget and major pension reforms, to evolving client needs and retirement planning considerations, staying on top of what's changing has never been more important.
Join our CPD-accredited webinar series, to understand the developments that matter most, cut through the complexity, and identify practical actions for your clients. Across three expert-led sessions, you'll gain insights to help you respond confidently to change, spot planning opportunities, and prepare for the conversations ahead.
Participants in these webinars can claim up to one hour of CPD towards the CII member CPD scheme.
Autumn Budget: what will make the cut?
29 October, 10am.
Hosted by Andrew Tully, Technical Services Director
Join us live, less than 24 hours after the Budget takes place. We’ll cut through the headlines, explain the implications of the changes, and provide practical next steps for you and your clients. In this CPD accredited webinar, you’ll leave better prepared for the short, medium, and longer-term impacts of the Budget.
What you'll learn:
- Interpret the key changes and respond to initial client questions immediately following the Budget
- Identify affected clients and prioritise key conversations and actions in the following days and weeks
- Adapt planning recommendations and spot emerging opportunities for the longer-term
Pensions and IHT: preparing for the 2027 reforms
10 November, 10am.
Hosted by Andrew Tully, Technical Services Director
From April 2027, pensions and IHT reforms could significantly affect your clients' retirement and estate planning arrangements. Now’s the time to understand the changes, identify planning opportunities, and prepare for the conversations ahead.
In this one hour CPD accredited webinar, you’ll get an in depth overview of the changes and a clearer picture of the actions you need to take.
What you'll learn:
- Interpret the upcoming changes to pensions and inheritance tax, and what they could mean for your clients
- Identify the key challenges and considerations they pose for clients, beneficiaries, personal representatives and advisers
- Maximise opportunities to adapt planning strategies, both ahead of the changes taking effect and longer term
Retirement planning: measuring up in a decade of change
25 November, 10am.
Hosted by Andrew Tully, Technical Services Director
Pensions policy is changing at a pace we've not seen for years. From pensions and IHT reforms to evolving regulation and growing concerns about whether clients will have enough money to achieve the retirement they want, advisers need to stay ahead of the changes and understand what they mean for clients.
In this one-hour CPD-accredited webinar we'll examine the most significant developments on the horizon, identify the planning opportunities emerging from them, and explore what clients are telling us through our latest Retirement Confidence Index.
What you'll learn:
- Identify the key legislative and regulatory changes likely to affect clients over the next few years
- Prioritise the clients most likely to be affected and prepare for the conversations ahead
- Use insights from our latest Retirement Confidence research to address current client concerns and strengthen your retirement planning discussions
Meet our experts
Andrew Tully, Technical Services Director
Andrew is a well-known and highly respected pensions expert and industry commentator, with a career spanning more than 35 years working in high-profile roles across the sector. Andrew is responsible for the analysis and interpretation of pension regulation, legislation, and taxation issues, and leads a technical team of experts. Before joining Nucleus, he was most recently Technical Director at Canada Life and prior to this, Pensions Technical Director at MGM Advantage. He's also held senior roles with several leading pension providers including Standard Life and Aegon.
Julia Peake, Technical Services Manager
Julia was a technical specialist in the tax trust and estate planning team at Canada Life prior to joining Nucleus. Before that, she has held many roles throughout her 20-year financial services career, working with providers, wealth planners, and national advisory networks in the pension, tax, trust, and estate planning markets. Julia writes articles and factsheets for both internal and external audiences, assists and presents on technical subjects and helps to develop internal expertise through training.
Kevan Ramanauckis, Technical Services Manager
Kevan joined us from Standard Life. He has over 30-years’ experience specialising in pension and retirement income and has a passion for understanding and communicating on topics as varied as Pension Accumulation, Flexi-Access Drawdown, State Pension and Guaranteed Income options. Kevan has helped advisers and paraplanners better understand issues and opportunities relating to Transitional Tax-Free Cash certificates as well as Pensions and IHT. He is a seasoned and regular presenter on these topics at adviser and paraplanner events.