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).
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.
Counting down to the Consumer Duty
Is your business ready for the Consumer Duty?
What’s on the menu?
In this webinar we’ll explore support and ideas to help have compelling menu conversations.
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.
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.
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.
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.