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Technical Central: protection

From family and business protection to tax liability, you'll find clear explanations, articles, news and resources on a range of technical protection topics.

Featured protection articles

Protection and the Consumer Duty

The new rules and guidance come into force from July 2023. We look at what this means for you and your clients, and how we can help you strengthen your protection conversations.

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A guide to family protection

Family protection can be used to provide a financial safety net if the main breadwinner becomes seriously ill or dies. We show you how.

What’s family protection?  

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All protection articles and resources

Struggling to find what you need? Browse all of our articles, guides, case studies and technical information related to protection - in alphabetical order.

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Business protection

Your corporate clients want to protect their business and we have the resources you need to help them - all in one place.

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Case studies

Our case studies can help bring complex technical information to life, including claiming state benefits, business protection and more.

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Family protection

Do your clients need assurance that their family is protected against unforeseen issues? Our resources can help you.

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General articles and tools

We've gathered common topics and tools in one place so you can find them quickly, including power of attorney, Consumer Duty and more.

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Inheritance Tax

This section includes useful information to help your clients with any Inheritance Tax liability that may apply to them.

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Menu plan

Find out how dividing a client's cover between different protection products may benefit them.

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Relevant life plan

This is a death in service plan set up and paid for by an employer. Find out more about this type of plan and get answers to our frequently asked questions.

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State benefits

Browse all of our articles and resources related to state benefits and bereavement support.

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Webinar and CPD

Meet your ongoing continuous professional development requirements with the help of our CPD modules.

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Meet the experts

Our technical experts are here to turn all the updates and changes to the financial market into understandable articles.

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Our latest protection articles

Stay up to date with our protection news, insightful analysis and industry updates.

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