Better protection outcomes - right money, right hands, right time

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In this webinar, you’ll learn all about the use of trusts and how they can help you deliver better protection outcomes for your clients. We’ll walk you through the trust process, including how to locate and complete a Royal London trust form. We’ll also look at our beneficiary nomination process, demonstrating how it works and discussing when you may want to use it. And finally, we’ll look at some technical questions and answers about the use of both trusts and beneficiary nomination.

CPD learning outcomes - 60 minutes

After watching this webinar, you'll have an understanding of:30 minutes CPD

  • How to identify the key benefits for advising and recommending the use of trusts for protection policies.
  • How to locate and complete a Royal London trust form for a protection policy.
  • The importance of the letter of wishes and why this should be reviewed periodically.
  • How to nominate beneficiaries as part of the Royal London application journey without the need for a trust.

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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.