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CPD Centre

Here you can access learning content, take an assessment and get your CPD certificate 

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An Adviser Guide to Business Relief

This new Adviser Home Guide is a comprehensive guide to BR taking account of the impact of the October 2024 Budget and subsequent consultation. 

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Adviser Home Technical Briefing

This 6 page Technical Briefing is essential reading and reference for your work with clients in and around retirement.

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Business Development Updates

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01 October 2025

Simplify retirement advice with one solution

01 October 2025

Coming Soon: Introducing Fixed Term Investment on Fundment

26 September 2025

AIM Growth Barometer: navigating new opportunities and challenges in today's market

23 September 2025

Why are advisers talking about blended retirement solutions?

28 August 2025

One month to go - full agenda released!

19 August 2025

PruFund Power Hour: Quarterly update and investment intelligence unlocked

07 August 2025

Don’t increase the cost of delay: Government moves forward with IHT and BR plans

06 August 2025

New 2025/2026 vulnerability training is available - refresh your knowledge today

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Infomix

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06 October 2025

Smoothed funds, Generating Income, Tackling Sequencing risk, Two New Adviser Guides, Catch up and News

29 September 2025

Retirement and later life conference: the 'Gen X-Factor' of retirement planning, IFA DNA: The code for the future advice firm and 2 Guides

22 September 2025

Investing in Music, Smoothed Funds, Consumer Vulnerabilty Training, On Going Advice, How far can the State Pension rise, Blended Retirement Solutions

15 September 2025

Interactive client videos, Adviser Events, Catch up and Sector News

08 September 2025

Developing a Care Proposition, Free Helpdesk - estate planning, Insight into portfolio management, How's your emotional intelligence, Track Back, News

02 September 2025

How might the Chancellor raise taxes in the Budget, Targeted support and the need for clearer rules, Events and Track back facilities

27 August 2025

Solving the retirement income conundrum, Adviser Events, Track Back Facility and News

18 August 2025

What keeps advisers up at night, Events, Track back and Industry News

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Tue 7th Oct 2025, 12:00 - 14:00

Time for change: building portfolios for tomorrow’s world - Horsham

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Tue 7th Oct 2025, 09:00 - 11:00

Solving the retirement income conundrum events - Exeter

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Featured Industry News

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05 October 2025

AI could see IFA valuations rocket

28 September 2025

Advisers still grappling with Consumer Duty data challenges

22 September 2025

Public finances deteriorate while an unexpected voice says raise income tax

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