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).

CISI logo

To help you meet the CPD requirements of the Insurance Distribution Directive we’ve developed a CPD Hub.

It’s packed with protection research, webinars and guides, all divided into bite sized chunks.

With modules on everything from Income Protection to Wills, Trusts and Guardianship, it’s easy to build up those valuable learning hours.

And it’s accredited by professional insurance bodies the CII and CISI .

To enhance your knowledge and skills today, visit our CPD Hub.

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.

Read the guide

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 and 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.

Watch webinar

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.

Watch webinar

educationWhy mortgage clients need income protection

good parent portfolio cpd image

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

  • The ongoing need to reduce those problems caused by the loss of income through sickness or incapacity.
  • Ways to position talking points that highlight the protection risk to your mortgage clients.
  • How to describe the key features and benefits within an income protection solution.
  • How to build a multi-benefit recommendation to a mortgage client focussing on different area of protection risk.

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educationGetting cover for clients with diabetes - the facts and the opportunity

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

  • The different types of diabetes explained in simple terms.
  • The causes of diabetes and the different stages of diagnosis.
  • The demographics of diabetes within the UK using NHS data and how this could look in the future.
  • The opportunity for advisers and ways to provide suitable life cover for clients who have diabetes.

Watch webinar

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.