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FOR ADVISERS ONLY

It’s all about trust(s)

In this webinar you’ll learn more about the use of trusts within protection.

Protection Development and Technical manager, Vincent O’Connor, will introduce you to trusts and explain how they could benefit your business and support the value of your advice. 

Additional reading

Book

The benefits and uses of a trust (PDF 1,835 KB)

Webinar questions and answers (PDF 225 KB)

Why use a trust? (PDF 708 KB)

CPD learning outcomes - 60 minutes

After watching this webinar, you'll have an understanding of:60 minutes

  • The business opportunities of making trusts a key part of your protection proposition.
  • What happens in the probate process and why this takes months to complete.
  • 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.

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 royallondon.com.

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.