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 switching: Achieving good outcomes for clients

Stay ahead of regulatory changes with Fiona and Craig as they cover key Consumer Duty insights and best practices. Using sources such as the Thematic Review of Retirement Income Advice and defined benefit transfers.

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Consumer Duty

Contributions, annual allowance and tax relief

General

McCloud Remedy