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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).

The Family Tree - Intergenerational planning

Over the last 10 to 15 years, we’ve seen a period of asset generation; from strong investment performance, growing property portfolios to first time buyers utilising help to buy schemes. As we now enter a period of asset preservation, how can financial advisers support clients to retain their financial resilience and ability to pass wealth onto future generations?

Earn 60 minutes of CPD.

Watch webinar (CPD - 60 mins)

The impact of the cost of living crisis

In this webinar, we explore the results of our third independent cost of living survey of consumers in the UK, together with research carried out with advisers in relation to their clients and the impact of the cost of living crisis.

Watch webinar (CPD - 60 mins)  

The cost of dying crisis

In this webinar, we consider the implications of not having cover in place and a range of tools and ideas to help clients understand the importance of protecting their home, their family, and their lifestyle.

Watch webinar (CPD - 45 mins)  

IHT planning using Whole of Life plans

In this webinar, Adrian Bates and David Dawson, Corporate and Estate Planning Specialists, look at ways to strengthen your IHT planning conversations and demonstrate the value of Whole of Life plans.

Watch webinar (CPD - 30 mins)  

Counting down to the Consumer Duty

Is your business ready for the Consumer Duty?

Watch webinar (CPD - 60 mins)  

What’s on the menu?

In this webinar we’ll explore support and ideas to help have compelling menu conversations.

Watch webinar (CPD - 60 mins)  

Business health check

In this webinar, Shelley Read our Senior Intermediary and Development manager will show you how to analyse your protection business to ensure it’s performing at its best.

Watch webinar (CPD - 35 mins)  

How to nail that menu conversation

In this webinar, our Protection Development and Technical Managers, Shelley Read and Gregor Sked, will take you through key steps that’ll help you to nail your menu conversations. 

Watch webinar (CPD - 60 mins)  

The business protection opportunity

This webinar takes a closer look at business protection, what it is and why your clients who are self-employed or directors of an SME should consider it.

Watch webinar (CPD - 45 mins)  

The business owner – planning for a catastrophe

In this webinar we'll highlight the rise in business owners and discuss some of the implications in terms of the need for financial planning.

Watch webinar (CPD - 60 mins)  

Building value with menu

In this webinar we take a look at the features and benefits of the menu plan and how to use this holistic protection solution to build value - for your clients and your business.

Watch webinar (CPD - 45 mins)  

A guide to wills, trusts and guardianship

Recommending life cover to your clients helps make sure they’re financially protected but does it go far enough?

Watch webinar (CPD - 30 mins)