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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: what your clients need to know

Join experts Craig Muir and Gregor Sked as they delve into the intricacies of workplace pensions and business protection.

Watch webinar (CPD - 60mins)

Auto-enrolment

The future of auto-enrolment: building on 10 years of success

In this report we look at the impact auto-enrolment has had on UK savings behaviours and retirement outcomes.

Read the report (CPD - 30 mins)  

Consumer Duty

The meaning of value

Join Jamie Jenkins, (Policy, Communications and External Affairs Director at Royal London) and Mike Barrett, (Consulting Director at The Lang cat) as they discuss the findings of our new research report: The meaning of value.

Watch webinar (CPD - 60 mins)  

Contributions, annual allowance and tax relief

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 mins)  

General

Workplace pensions and business protection: what your clients need to know

Join experts Craig Muir and Gregor Sked as they delve into the intricacies of workplace pensions and business protection.

Watch webinar (CPD - 60mins)  

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 mins)  

Tackling the gender pension and wealth gap

Our latest research looks at the differences between men and women in saving for retirement, their long-term savings and general approach to the protection market.

Read the report (CPD 45 mins)  Read the report

Considering pensions and protection when a relationship ends

In this presentation Shelley Read and Justin Corliss will consider the financial implications of relationships, both marriage and cohabitation, coming to an end.

Watch webinar (CPD - 60 mins)  

Dispelling myths around trusts

Join Fiona Hanrahan and Gregor Sked, Senior Technical Managers, where they’ll talk over dispelling myths around trusts in both the protection and pensions industries.

Watch webinar (CPD - 60 mins)  

What advisers are asking us right now

Join Senior Intermediary Development and Technical Managers, Shelley Read and Craig Muir, as they’ll discuss what advisers, in both the protection and pensions industries, are asking us right now.

Watch webinar (CPD - 60 mins)  

Pension changes and tax year end

Join Senior Intermediary Development and Technical Managers Justin Corliss and Fiona Hanrahan for our first webinar of 2024.

Watch webinar (CPD - 60 mins)  

The gender gap – not just a pensions issue

There’s a lot in the press about the gender pensions gap, and a timebomb ticking for women in retirement which isn’t going away any time soon. But is there a gender gap across all ages and life stages? And how does this impact pensions, protection, and financial resilience overall?

Watch webinar (CPD - 60 mins)  

Bridging the gender pension gap

In this report we look at pensions inequality in the UK, the various factors that contribute to this gap, and the steps can be taken by industry, employers and individuals to improve and deliver more equal retirement outcomes.

Read the report (CPD - 30 mins)  

Tax year end - your top questions answered

We look at how to solve common tax year issues and answer your frequently asked tax year end questions.

Read more  about Tax year end - your top questions answered