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.


Contributions, annual allowance and tax relief

Death benefits and Inheritance tax


Lifetime allowance and benefit options

The McCloud remedy

Pensions and Divorce

Pension transfers