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Bonds CPD Academy
Enjoy full access to our range of resources to support your continued professional development.
This page is for financial advisers only.
Thank you for requesting access to our Onshore Investment Bond CPD resources.
After you have accessed each resource, simply complete our CPD Certificate Request to receive your personalised certificate(s).
Click to view page: The Power of the Onshore Bond
Learning outcomes:- Understand the key factors when making investment choices
- Understand the range of sources of money
- Consider the best ways to achieve tax efficient investment strategies
Click to view page: Long term care
Learning outcomes:- Understand the cost of care, accessing care and support
- Understand funding, financial assistance and eligibility issues including financial means, and disregarded income and capital
- Consider real world examples and suggests planning steps including the reasons for funding for care using bonds and trusts
Click to view page: Wills and Deeds of Variation
Learning outcomes:- Understand the Inheritance Tax planning options available
- Explore the importance of the Will, tax implications and the class of assets with which you are planning
- Apply your understanding using real world examples including the role of Bonds in Inheritance Tax planning
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Find out full contact details for our BDMs, Administrative and Distribution support teams: BDM contact sheet
New business support: bondbdmsupport@hsbc.com
Existing Policy queries: servicing@bond.hsbc.co.uk
0345 603 9164 (9am to 5.30pm – Monday to Friday, excluding public holidays)