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.

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.

Auto-enrolment

Consumer Duty

Contributions, annual allowance and tax relief

General