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.

Pension changes and tax year end

Join Senior Intermediary Development and Technical Managers Justin Corliss and Fiona Hanrahan for our first webinar of 2024.


Consumer Duty

Contributions, annual allowance and tax relief

Death benefits and Inheritance tax


Lifetime allowance and benefit options

The McCloud remedy