The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

Our CPD proposition

We understand how important it is to keep knowledge and skills up to date. Our CII/PFS accredited modules will help you demonstrate your continued learning and development on topics which matter to your business and your advice.

All our modules are written and delivered in a clear and understandable way and focus on translating the detail into what it means for you and your clients.

Just select the module which best matches your learning needs and begin earning valuable CPD hours. There is no need to complete it all in one go - you can dip in and out as you like and pick up where you left off.

After you’ve completed the module and answered the related questions, we will email your certificate highlighting the accredited learning for your CPD record.

CPD Chartered Insurance Institute accreditation logos

Tax and retirement planning

More resources for advisers

Literature

Find important and useful documents, including product guides, forms, terms and conditions and sales aids.

Browse our literature

Techzone

Techzone offers you support on the pensions, taxation and wealth transfer issues that matter to you, compiled by our expert team.

Launch Techzone