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.

Consumer Duty - a practical guide (pensions)

Join technical experts Craig Muir and Justin Corliss as they explore key considerations for pension advisers.


Consumer Duty

Contributions, annual allowance and tax relief

Death benefits and Inheritance tax


Lifetime allowance and benefit options

The McCloud remedy

Pension transfers