Pensions & Investment CPD hub

Online resources for your continued professional development.

You need to complete a minimum of 35 hours of CPD each year for retail investment activities, of which 21 hours should be structured. If you also sell insurance, the 15 hours required by the Insurance Distribution Directive (IDD) can be included in that.

Workplace pensions and business protection - corporate work opens doors

Discover how workplace pensions and business protection can open doors to wider client conversations with Craig Muir and Nathan Douse.

Watch webinar (CPD - 60 minutes)

Beating the frozen tax bands

Join us for episode two of our Money Talks series as Justin and Fiona sit down with Kimberley Dondo, Digital Content Manager at Money Marketing, to explore why frozen tax bands until April 2031 pose a bigger challenge than many realise and how making a pension contribution can not only boost retirement savings but also help reduce your tax bill.

Listen to podcast (CPD - 20 minutes)

Hot topics - what issues are your clients facing today?

Join Fiona Hanrahan and Gregor Sked as they unpack some of the hot topics when it comes to pension and protection issues facing clients today.

Watch webinar (CPD - 55 minutes)

Making the most of allowances

Listen to Justin and Fiona as they join Kimberley Dondo, Digital Content Manager at Money Marketing, to explore how advisers can use carry forward to deliver standout client outcomes.

Listen to podcast (CPD - 15minutes)

The Meaning of Value

Join Jamie Jenkins and Mike Barrett as they explore the findings from our most recent Meaning of Value research, and what it means for you and your clients.

Watch webinar (CPD - 60 minutes)

Navigating the numbers: Budget update and tax year end planning

In this session, Fiona Hanrahan and Craig Muir explore some of the main changes announced in the November 2025 Budget and how they impact tax year end.

Watch webinar (CPD - 60 minutes)

Understanding the Autumn Budget: the economic, market and policy implications

Our live Autumn Budget webinar brings together experts from Royal London and Royal London Asset Management to explore the economic outlook amid a £20 billion fiscal gap, covering market reaction, economic impact, inflation and interest rates, key policy changes, and what it all means for advisers and clients.

Watch webinar (CPD - 60 minutes)

Maximising workplace pensions benefits

In this webinar, we consider how to maximise workplace pensions benefits for scheme members, employers, and advisers.

Watch webinar (CPD - 60 minutes)

Tax relief and annual allowance

Jim Grant and Jennifer Irvine dig deeper into the technicalities of tax relief and the annual allowance in our webinar master-class.

Watch webinar (CPD - 60 minutes)

Facts and Opportunities

This presentation outlines the different types of defined contribution workplace pensions available in the market, and reports what adviser, employers and importantly employees say is important in a workplace pension offering.

Watch webinar (CPD 60 - minutes)

Navigating IHT reforms

Justin and Gregor explore means of lessening IHT charges, as well as the use of protection plans to provide funds to pay IHT charges that do arise. They use a case study covering three generations to bring this to life.

Watch webinar (CPD - 60 minutes)

Identifying and supporting vulnerable customers

Shelley and Fiona unpack the FCA’s definition of a vulnerable customer and how to spot and support them. They’ll also tackle economic abuse and what to do if you suspect a customer is affected.

Watch webinar (CPD-50 minutes)

Pensions death benefit taxation and IHT

Justin and Craig will explain the impact of the lifetime allowance abolition on death benefits, share insights from the 21 July 2025 consultation, and outline IHT payment options for Personal Representatives and beneficiaries.

Watch webinar (CPD - 55 minutes)

Putting protection on the wealth agenda

Join Gregor and Fiona as they delve into the importance of protection in financial planning. Learn about the main protection risks customers face and how to safeguard their financial resilience.

Watch webinar (CPD - 60 minutes)

Turning Consumer Duty into business value

Join Ricky McKinney and Christian Markwick as they cover ongoing reviews, recap the broader regulatory context of the FCA and provide insights on the link to Consumer Duty, retirement planning and enterprise risk management.

Watch webinar (CPD - 70 minutes)

McCloud remedy - adviser overview

In 2015, many Public Service pension scheme members were shifted to a reformed Career Average Revalued Earnings (CARE) scheme. However, those close to retirement received concessions to stay in their existing schemes temporarily or indefinitely. These concessions were later deemed unlawful due to age discrimination and required rectification for all affected members.

Watch webinar (CPD - 35 minutes)

Pension switching: Achieving good outcomes for clients

Stay ahead of regulatory changes with Fiona and Craig as they cover key Consumer Duty insights and best practices. Using sources such as the Thematic Review of Retirement Income Advice and defined benefit transfers.

Watch webinar (CPD - 50 minutes)

Retirement Income Advice Review

Join Justin Corliss, Technical Team Manager, and Craig Muir, Senior Technical Manager, where they'll explore the Retirement Income Advice Review.

Watch webinar (CPD - 60 minutes)

McCloud remedy - Taxation and corrections unfunded schemes

Building on the McCloud remedy overview, this webinar explores the detailed tax corrections involved. It also explains how changes will address the lifetime and annual allowance issues affecting a small group of public sector workers.

Watch webinar (CPD - 60 minutes)

Pensions

Protection

Stocks and Shares ISA

Equity release

Investment

Funds

Factsheets and prices

Articles and guides

Pensions and ISA literature

Protection literature

Investment literature

Pension tools

Protection tools

Product support

Technical Central

Product support

About us

Articles and guides

Pensions

Protection

Stocks and Shares ISA

Equity release

Investment

Funds

Factsheets and prices

Articles and guides

Pensions and ISA literature

Protection literature

Investment literature

Pension tools

Protection tools

Product support

Technical Central

Product support

About us

Articles and guides

Pensions & Investment CPD hub

Workplace pensions and business protection - corporate work opens doors

Beating the frozen tax bands

Hot topics - what issues are your clients facing today?

Making the most of allowances

The Meaning of Value

Navigating the numbers: Budget update and tax year end planning

Understanding the Autumn Budget: the economic, market and policy implications

Maximising workplace pensions benefits

Tax relief and annual allowance

Facts and Opportunities

Navigating IHT reforms

Identifying and supporting vulnerable customers

Pensions death benefit taxation and IHT

Putting protection on the wealth agenda

Turning Consumer Duty into business value

McCloud remedy - adviser overview

Pension switching: Achieving good outcomes for clients

Retirement Income Advice Review

McCloud remedy - Taxation and corrections unfunded schemes