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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 protection CPD hub is fully accredited by the Chartered Insurance institute (CII).

Future proofing your advice – how protection can help deliver good customer outcomes

Throughout this 60 minute webinar we’ll explore the opportunities to make protection an integral part of your holistic advice with clients including why discussing attitude to protection risk can help them to achieve their future financial objectives.

Earn 60 minutes of CPD.

Watch webinar (CPD - 60 mins)

The Family Tree - Intergenerational planning

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?

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)  

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)  

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)