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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.

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)  

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 2024

Join Jamie Jenkins, Director of Policy, Communications, and External Affairs at Royal London, and Mike Barrett, Consulting Director at The Lang Cat, as they discuss the latest insights from our second annual research report 'The meaning of value report 2024' and highlight how we can view value in a new light.

Watch webinar (CPD - 40mins)  

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

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)  

What advisers are asking us right now

Our technical experts – Fiona Hanrahan and Justin Corliss, speak to Money Marketing’s Kimberley Dondo about the recent increase, what it means for employers and how they can mitigate increased costs.

Listen to the podcast (CPD - 20 mins)  

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)  

Vulnerable customers – a proactive approach in identification and support

In this session Shelley Read and Fiona Hanrahan discuss why it’s important to identify vulnerable customers and ways of doing this. 

Watch webinar (CPD - 60mins)  

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 - 50mins)  

What's on advisers' minds?

Join Craig and Gregor as they explore common questions advisers are asking right now. From intergenerational pension tax planning to inheritance tax.

Watch webinar (CPD - 60mins)  

Budget update and tax year end planning

Join Justin Corliss and Fiona Hanrahan as they discuss key changes from the October 2024 Budget, including the increase in employer National Insurance, salary exchange benefits and the proposed Inheritance Tax on pensions from April 2027.

Watch webinar (CPD - 60mins)  

Planning for later life

Join Fiona Hanrahan and Gregor Sked as they explore pensions and protection planning points for clients heading into or currently in later life.

Watch webinar (CPD - 60mins)  

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)  

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)  

McCloud Remedy

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 (35 mins)  

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 (60 mins)