MASTER: Protection

Our MASTER: Protection sessions are designed to help you meet a chunk of your IDD requirement, by bringing you the latest trends, and a range of themes within the world of protection, to ensure you are genuinely gaining some insight and development, and not just ticking that CPD box.

A range of speakers will help you view protection and insurance planning in a new light and, who knows, may even get you excited to embrace the IDD requirements…

Find out more about our MASTER events below:

Who’s hosting?

Paul Sylvester-Evans, Head of Supervisory Services – Apricity Compliance 

Gregor Sked, Protection Development and Technical Manager – Royal London

MASTER: Protection


Agenda

Why you should be fussed about trusts – Royal London

It feels like we hear about trusts and protection policies a lot, we may speak about it a lot too. So why then is the number of protection policies that are actually written into trust still relatively low? So why should you be fussed about trusts? This presentation will ensure that you become much more confident talking about placing your clients protection polices within trust.

Learning objectives:

  • Be confident introducing the topic of trusts into your protection conversations.
  • Understand the business opportunities of making trusts a key part of your protection proposition.

The impact of Consumer Duty on your approach to recommending protection – Apricity 

In this session, Paul will consider;

  • How firms need to incorporate protection discussions into their advice process.
  • The duty of care an adviser has to discuss protection with every appropriate client.
  • How this should be documented in Suitability Reports.

Date

Nov 02 2022
Expired!

Time

9:30 am - 12:00 pm

Location

Online
Apricity Compliance

Organizer

Apricity Compliance
Phone
01325 952 969
Email
hello@apricitycompliance.co.uk
Website
https://apricitycompliance.co.uk/
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