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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 protection CPD hub is fully accredited by the Chartered Insurance institute (CII).

The business owner and catastrophe planning

Join Shelley and Craig as they reveal smart protection and pension strategies for business owners. From tax rules to profit extraction - get clear, practical insights to secure your financial future.

Watch webinar (CPD - 45mins)  

The business owner and catastrophe planning

Join Shelley and Craig as they reveal smart protection and pension strategies for business owners. From tax rules to profit extraction - get clear, practical insights to secure your financial future.

Watch webinar (CPD - 45mins)  

Putting protection on the wealth agenda

Join Gregor and Fiona as they delve into the importance of protection in financial planning. Learn about the main protection risks customers face and how to safeguard their financial resilience.

Watch webinar (CPD - 60mins)  

What's on advisers' minds?

Join Craig and Gregor as they explore common questions advisers are asking right now. From intergenerational pension tax planning to inheritance tax.

Watch webinar (CPD - 60mins)  

The meaning of value 2024

Join Jamie Jenkins, Director of Policy, Communications, and External Affairs at Royal London, and Mike Barrett, Consulting Director at The Lang Cat, as they discuss the latest insights from our second annual research report 'The meaning of value report 2024' and highlight how we can view value in a new light.

Watch webinar (CPD - 40mins)  

Planning for later life

Join Fiona Hanrahan and Gregor Sked as they explore pensions and protection planning points for clients heading into or currently in later life.

Watch webinar (CPD - 60mins)  

Vulnerable customers – a proactive approach in identification and support

In this session Shelley Read and Fiona Hanrahan discuss why it’s important to identify vulnerable customers and ways of doing this. 

Watch webinar (CPD - 60mins)  

Workplace pensions and business protection: what your clients need to know

Join experts Craig Muir and Gregor Sked as they delve into the intricacies of workplace pensions and business protection.

Watch webinar (CPD - 60mins)  

Better off dead? The need for critical illness cover

Shelley Read and Joanne Legg, Sales & Relationship Manager at Protection Guru, discuss the necessity of critical illness cover and how best to start a conversation with your clients. Joanne will also demonstrate how to use their comparison tool on Protection Guru Pro.

Watch webinar (CPD - 60mins)  

It's all about income protection

Join Shelley Read and Gregor Sked for a session all about income protection and the important role it plays in helping clients maintain their lifestyle if they’re unable to work due to illness or injury.

Watch webinar (CPD - 60mins)  

Considering pensions and protection when a relationship ends

In this presentation Shelley Read and Justin Corliss will consider the financial implications of relationships, both marriage and cohabitation, coming to an end.

Watch webinar (CPD - 60 mins)  

Dispelling myths around trusts

Join Fiona Hanrahan and Gregor Sked, Senior Technical Managers, where they’ll talk over dispelling myths around trusts in both the protection and pensions industries.

Watch webinar (CPD - 60 mins)