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.

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.

Auto-enrolment

Consumer Duty

Contributions, annual allowance and tax relief

General

McCloud Remedy