Continuing Professional Development (CPD) is an essential part of any professional person’s development. It does not occur in an ad-hoc way but can be defined as …`a planned approach to the maintenance of existing skills and knowledge and the acquisition of new skills and knowledge.

Ownership of CPD is in the student’s hands. You alone are responsible for your own development and in this ever changing world it is crucial that you stay ahead of the field in terms of skills and knowledge. From time to time this site will offer CPD days to those professionals who wish to keep abreast of developments within our business.

This part of the site contains details of new and updated legislation in respect of financial planning. Over time it should become an important access point for financial planners and advisers who wish to make a difference to their client’s needs and their own development.

NB The technical details within the various articles are considered fit for purpose by the author. Whilst every care has been take in their preparation and research to ensure accuracy and clarity, the author cannot accept any responsibility for any errors and omissions. Planners and advisers and other readers of the site must not rely solely on the details in these pages and are advised to cross reference wherever they feel it warranted. Finally, before giving advice, check with your compliance team to ensure it agrees with their understanding.

• Pensions simplification

If you need help, contact me, Geoff, through this form or by calling 01324 83 28 20.