Protection CPD hub

Online resources for your continued professional development

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.

education iconA guide to wills, trusts and guardianship

good parent portfolio cpd image

After reading this guide, you'll have an understanding of:

  • How to talk to your clients about making a will
  • How to put protection plans in trust
  • The importance of guardianship and why your clients should think about this

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education iconChanges to bereavement support payments


After reading this report, you'll have an understanding of:

  • Government changes to bereavement support payments
  • What these changes could mean for your clients
  • The impact these changes could have on your clients

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educationProtecting income, protecting lifestyle – The backup plan

protecting income, protecting lifestyle – The backup plan

After watching this webinar, you'll have an understanding of:

  • The reality that many people face when they don’t have an income replacement backup plan.
  • The application journey and levels of benefit available for a variety of state benefits  (Statutory Sick Pay, Employment & Support Allowance / Universal Credit, and Support for Mortgage Interest for the 2019/2020 tax year).
  • Some simple but effective open questions and talking points to help your clients prioritise their protection risks and help them take appropriate action.
  • How Royal London can help you design a high quality Income Protection solution for your clients, even if on a modest budget.

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educationShareholder protection and unfair prejudice

shareholder protection and unfair prejudice cpd image

After watching this webinar, you'll have an understanding of:

  • The differences between directors and shareholders in relation to owning and running a business, and the concept of a quasi-partnership
  • How to identify the dangers faced by directors who engage in unfairly prejudicial behaviour
  • The financial opportunities presented by promoting Dividend Insurance Policies (DIPs) and associated business protection products

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educationSuccession planning and company share purchase

succession planning cpd image

After watching this webinar you will have an understanding of:

  • The advantages and disadvantages of a company share purchase.
  • The tax implications including capital gains tax.
  • How a company share purchase compares with own life plans written in trust.
  • How to use cash flow modelling software to help sell business protection.

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educationThe importance of business protection

the importance of business protection cpd image

After watching this webinar, you'll have an understanding of:

  • How to keep control of a business should a partner or shareholder suffer a critical illness or die
  • How to protect a business against the sudden and unexpected loss of a shareholder
  • Relevant life plans and how they can help provide financial security to an employee’s dependents

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This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.