The Insurance Distribution Directive (IDD) requires everyone selling insurance to do at least 15 CPD hours per year. If you already need to do 35 hours of CPD each year for retail investment activities, these 15 hours are included in that.

Our protection CPD hub is fully accredited by the Chartered Insurance institute (CII).

Pensions death benefit taxation and IHT

Justin and Craig will explain the impact of the lifetime allowance abolition on death benefits, share insights from the 21 July 2025 consultation, and outline IHT payment options for Personal Representatives and beneficiaries.