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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.

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.

Watch webinar (CPD - 60mins)

Auto-enrolment

Maximising workplace pensions benefits

In this webinar, Our Senior Pensions Intermediary Development and Technical Managers look at how to maximise workplace pensions benefits for scheme members, employers and advisers.

Watch webinar (CPD - 50 mins)  

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)  

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.

Watch webinar (CPD - 60 mins)  

Tax relief and annual allowance

Jim Grant and Caroline Kellas dig deeper into the technicalities of tax relief and the annual allowance in our webinar master-class.

Watch webinar (CPD - 60 mins)  

Pension hot topics

In this webinar, Fiona Hanrahan and Craig Muir investigate three of the hottest technical pension topics.

Watch webinar (CPD - 60 mins)  

Death benefits and Inheritance tax

Death benefits – Facts and planning

The changes to death benefits have had a fundamental impact on advisers, their clients and also the beneficiaries of clients.

Watch webinar (CPD - 60 mins)  

Death benefits

Pensions freedoms in 2015 introduced major changes to pension death benefit options and taxation.

Watch webinar (CPD - 60 mins)  

General

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.

Read the report (CPD - 30 mins)  

Pension business owner webinar

In this webinar, Clare Moffat and Fiona Hanrahan highlight the rise in business owners and discuss some of the implications in terms of the need for financial planning.

Watch webinar (CPD - 60 mins)  

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.

Watch webinar (CPD - 60 mins)  

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.

Watch webinar (CPD - 60 mins)  

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?

Watch webinar (CPD - 60 mins)  

Lifetime allowance and benefit options

Planning for age 75

When it comes to pensions, reaching age 75 is an important milestone and for many this is a vital time for financial advice.

Watch webinar (CPD - 60 mins)  

Centralised retirement propositions

In this webinar, Ryan explores the intricacies of centralised investment proposition (CIP) and centralised retirement proposition (CRP) frameworks.

Watch webinar (CPD - 60 mins)  

Income drawdown - the good, the bad and the ugly

Hear from Craig Muir as he summarises the main concerns from the FCA in their Retirement Outcomes Review (ROR), the key changes impacting the advice process and upcoming changes. 

Watch webinar (CPD - 50 mins)  

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. 
 

Watch webinar (CPD - 40 mins)  

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.

Watch webinar (CPD - 40 mins)  

Taxation and corrections - 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.

Watch webinar (CPD - 50 mins)  

Pensions and Divorce

Pensions and divorce

Whilst divorce rates have fallen over the last 25 years, the proportion of divorcees over age 60 has followed an upward trend.

Watch webinar (CPD - 60 mins)  

Pension transfers

Pension switching: to switch or not to switch - that is the question

Craig looks at the main regulatory concerns with pension switching and how advisers can overcome these.

Watch webinar (CPD - 75 mins)  

Transfers in drawdown

The introduction of Pension Freedoms in 2015 had a significant impact on the defined contribution (DC) at-retirement market.

Watch webinar (CPD - 60 mins)  

Pension transfers – look before you leap

Justin and Fiona will investigate the things advisers should consider when assessing the suitability of a pension transfer.

Watch webinar (CPD - 60 mins)  

Gathering information for pension transfer advice

In FG21/3 the FCA state too much of the DB transfer advice it’s seen is either unsuitable or it was unable to assess its suitability due to material information gaps (MIGs).

Watch webinar (CPD - 60 mins)  

Defined benefit advice assessment tool - examples of unsuitability

This webinar is the second in our two-part series and focuses on the defined benefit advice assessment tool (DBAAT) - the tool the FCA uses to assess suitability of pension transfer advice.

Watch webinar (CPD - 60 mins)