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.

The meaning of value 2024

Join Jamie Jenkins and Mike Barrett as they discuss the latest insights from our second annual research report 'The meaning of value report 2024' and highlight how we can view value in a new light.

Auto-enrolment

Consumer Duty

Contributions, annual allowance and tax relief

General