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.
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.
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.
Consumer Duty – a practical guide (pensions)
In this session we’ll start by looking at what outcomes the FCA are looking to achieve, followed by a reminder of what’s changing, and just as importantly, what the duty doesn’t do.
Delivering value in uncertain times
Join Ryan Medlock, Senior Investment Development Manager as he looks at how to articulate and evidence the value aspect of Consumer Duty, attributed to good customer outcomes.
Contributions, annual allowance and tax relief
Annual allowance, who's afraid of the big bad tax charge?
Join Fiona and Justin as they dig deeper into some of the technical aspects of the annual allowance (AA), including how it interacts with tax relief, carry forward, the taper and the MPAA.
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.
Death benefits and Inheritance tax
Pensions freedoms in 2015 introduced major changes to pension death benefit options and taxation.
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.
Pension changes and tax year end
Join Senior Intermediary Development and Technical Managers Justin Corliss and Fiona Hanrahan for our first webinar of 2024.
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?
State Pensions and related benefits – what you need to know
In this webinar, we investigate the pension concerns Royal London’s technical team are regularly asked about, as well as questions raised during our customer research.
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.
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.
The business owner – planning for a catastrophe
In this webinar we'll highlight the rise in business owners and discuss some of the implications in terms of the need for financial planning.
The impact of the cost of living crisis
In this webinar, we explore the results of our third independent cost of living survey of consumers in the UK, together with research carried out with advisers in relation to their clients and the impact of the cost of living crisis.
The Family Tree - Intergenerational planning
As we now enter a period of asset preservation, how can financial advisers support clients to retain their financial resilience and ability to pass wealth onto future generations?
Opening the door to workplace pensions and business protection
In this webinar, we consider the key differences in different types of workplace pension agreements, recent market findings and the use of salary exchange.
Lifetime allowance and benefit options
Centralised retirement propositions
In this webinar, Ryan explores the intricacies of centralised investment proposition (CIP) and centralised retirement proposition (CRP) frameworks.
The McCloud remedy
Adviser overview – Local Government Pension Scheme (LGPS)
In this webinar, our Senior Pension Development and Technical Managers, discuss the changes to the McCloud remedy and how this may affect the pension benefits LGPS members are entitled to.
Adviser overview – unfunded schemes
In this webinar, our Senior Pension Development and Technical Managers, discuss the changes to the pension benefits of unfunded public sector members as a result of the McCloud remedy.