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 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

Contributions, annual allowance and tax relief

Death benefits and Inheritance tax


Lifetime allowance and benefit options

The McCloud remedy