Wizard Learning CPD Updates – Monthly Snippets

This page provides snippets from each monthly CPD update so you can see what’s included. Full articles, assessments and accredited CPD hours are available to subscribers only. Learn more about our CPD system here, or purchase access.

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August 2025 CPD Update – Snippets

This month’s CPD update includes 31 articles across all eight categories, giving advisers the latest insights from across the financial services sector.

Compliance

FCA secures assets from fraudsters and sets out reforms to the Senior Managers and Certification Regime.

Economy

Analysis covers pressure for potential tax rises, slowing GDP growth, and debate over quantitative easing windfalls.

Miscellaneous

Advisers gain from new mentorship programmes, with industry surveys highlighting demand for simplified financial advice.

Mortgages

Rental costs hit new highs, later life mortgages become mainstream, and the green mortgage market contracts.

Pensions

Contributions reach record levels, defined benefit surpluses grow, and major inheritance tax reforms for pensions are confirmed.

Protection

A record £8 billion was paid out in protection claims, while demand for IHT-focused life assurance has surged.

Savings & Investments

UK equities attract renewed interest, the first PISCES operator is approved, and gilt demand rises sharply.

Taxation & Trusts

More estates face inheritance tax bills, dividend taxpayers increase, and speculation grows over new CGT reforms.

To read the full articles and complete assessments for accredited CPD, please learn more about our CPD system or purchase access.