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.

Our CPD hub is fully accredited by the Chartered Institute for Securities & Investment (CISI) and the Chartered Insurance institute (CII).

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IHT planning using Whole of Life plans

After watching this webinar, you’ll:

  • Be able to help your clients understand how they're affected by IHT.
  • Understand how to demonstrate the value of Whole of Life plans compared with saving.
  • Understand how Whole of Life plans can be used in the Equity Release market.
  • Understand how Royal London can help get valuable cover in place quickly.

Counting down to the Consumer Duty - start getting ready now

After watching this webinar, you’ll:

  • Understand the key changes underpinning the Consumer Duty.
  • Understand what the new rules and guidance will mean for protection advisers.
  • Have an awareness of what advisers like you are saying about it - how they see their business adjusting, how prepared they currently feel and whether they have any plans in place to get themselves ready in time.
  • Be more confident using the tools and solutions we offer to help you to start getting ready now.

What’s on the menu?

After this webinar, you’ll:

  • Have a better understanding of the advantages of writing policies in a Menu Plan for both clients and advisers.
  • Understand how to use the Royal London Adviser tools to have compelling menu conversations.
  • Build a cost-effective menu-based solution to suit client’s needs and budget.
  • Be confident in explaining the wide range of services available through Helping Hand.

Business health check

After watching this webinar, you’ll be able to:

  • Confidently use Royal London’s personalised insight report
  • Analyse your business activity using data and MI
  • Identify risk areas and opportunities of your business to increase revenue and profitability

Blue Monday and beyond: The whole wellbeing proposition

After watching this webinar in association with COVER magazine, you’ll have an understanding of:

  • How the protection proposition can help customers better manage and improve their mental, physical and financial wellbeing
  • The different aspects of the processes and applications available to support consumer wellbeing

 

Your CPD points and certificate will be awarded by COVER Magazine and can take up to 28 days to be issued.

Unlocking protection opportunities in the UK rental market

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

  • How and why the rental market has grown in recent years
  • The needs of tenants and how to build a protection Menu Plan for them
  • The protection opportunity in this sector
  • How Royal London can support you in this market

How to nail that menu conversation

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

  • The advantages of writing policies in a Menu Plan for both clients and advisers.
  • How to use a simple model to help every client appreciate their own individual protection gaps.
  • How to create a bespoke report to show the risks clients face and the probability of making a claim.
  • Who could benefit from a Menu Plan protection portfolio.
  • How to use the Royal London menu tool.
  • Ways to build a cost-effective menu-based solution to suit client’s needs and budget.

The business protection opportunity – Why it’s now even more important

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

  • The impact of Covid-19 on small business owners and the solutions available to help protect their business.
  • The opportunities of talking about business protection with all your SME clients.
  • How to position potential risks during your protection conversations to support better engagement with new and existing clients.
  • How to build a business protection solution for your clients using a Business Menu Plan.

Building value with menu

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

  • The rise of Menu Plans and what’s driving the popularity of this solution.
  • How a Menu Plan can support your protection conversations in uncertain times.
  • How to build a tailored Menu Plan for different needs and budgets.
  • How a Menu Plan supports holistic advice and good customer outcomes.
  • The Menu Plan and the four Rs – risk, revenue, retention and reputation.
  • The benefits of the Royal London Menu Plan.

A guide to wills, trusts and guardianship

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.

 

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 royallondon.com.

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.