image of scottish widow

A series of topical webinars and vodcasts that can support your CPD learning requirements. Our experts provide insight and opinion on a wide range of key industry issues to help you navigate the changing market.

Maria Nazarova-Doyle and Gavin Jobson-Wood

THE IMPORTANCE OF RESPONSIBLE INVESTING

Gavin Jobson-Wood, Specialist Business Development Manager & Maria Nazarova-Doyle, Head of Pension Investments & Responsible Investments

This webinar discussed why responsible investing is important and how it can benefit your clients, the ways to integrate ESG into investments and a summary of our Climate Action Plan, including what we have achieved so far with responsible investment and future plans.

WEBINAR - 45 MINS                                                                                                                  Watch now               

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image of Bernadette Lewis

OUR TAKE ON . . . WHEN PROTECTION TRUSTS MEET LIFE EVENTS

Bernadette Lewis, Financial Planning Manager

In our latest vodcast and CPD Module, Bernadette explains how things can potentially go wrong when life events affect a protection policy set up in trust whilst also suggesting ways to avoid such potential problems.

VODCAST - 12 MINS                                                                                                                  Watch now               

Supported reading (PDF, 916KB) - 45 MINS

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image of Tom Coughlan

TAKING ON . . . MAXIMISING PENSION BENEFITS

Tom Coughlan, Financial Planning Manager

This vodcast covers the Annual Allowance and Carry Forward rules and provides guidance on how your clients can maximise their pension benefits.

VODCAST - 11 MINS                                                                                                                  Watch now               

image of Rose St Louis

2022 PROTECTION, PROPOSITION & PURPOSE

Rose St Louis, Protection Director & Chris Murphy, Distribution

In our first vodcast of 2022, Rose talks about her key highlights of 2021 and what to expect from our protection strategy this year.

VODCAST - 11 MINS                                                                                                                  Watch now               

 

image of Sharon Bellingham and Gerald Wellesley

IN CONVERSATION WITH... OUR TRUSTEES

Sharon Bellingham, Master Trust Lead and Gerald Wellesley, Master Trust Trustee

In the third of this vodcast series, Trustee Gerald Wellesley shares his reflections of the last 18 months, the key topics of ESG , Responsible Investment and the role our Find Your Impact tool can have on member engagement.

VODCAST - 12 MINS                                                                                                                 Watch now               

 

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  • Get expert insights on the latest developments and emerging trends in the marketplace, and the opportunities they could present for your business.
     

    image of Craig Butler

    OUR TAKE ON . . . LONGEVITY & THE INFLUENCES ON LIFE SPAN

     

    Craig Butler, Demographics Research Senior Manager, and Murray Strain, Demographics Actuary

     

    This webinar outlined current life expectancy and mortality by age and gender, described gains in life expectancy over the last 120 years, highlighted catalysts contributing to improved life expectancy and identified key drivers of UK mortality that might affect your client base..

     

    WEBINAR - 45 MINS 

     

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    Picture of Robert Cochran

    TAKING ON . . . A DECADE OF FINANCIAL CONNECTIVITY

     

    Robert Cochran - Retirement Specialist

     

    This decade will see Open Banking connect with Pension Dashboard and Open Finance to revolutionise how people deal with their finances. This webinar considers where we are on the journey and shares insight and experience from Lloyds Banking Group on their experience of linking up millions of bank accounts with pension policies.

     

    WEBINAR – 47 MINS

     

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    Picture of Alec Howard

    Taking on . . . Cyber Security

     

    Alec Howard and Gareth Thomas, LBG Chief Security Office

     

    Cyber Security is an increasing threat and risk to individuals and small, medium and large organisations alike. This webinar provides practical advice to ensure you are prepared to prevent a cyber attack.

     

    WEBINAR – 60 MINS

     

    Your questions answered (PDF, 579KB)
     

    Transcript (PDF, 211KB)

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  • Find out more about how workplace schemes are evolving and what you can do to help your clients adapt to the modern workplace.

     

    image of Robert Cochran, Maria Nazarova-Doyle and Lily Morris

    OUR TAKE ON . . . YOUR PENSION'S IMPACT

     

    Robert Cochran, Retirement Specialist, Maria Nazarova-Doyle, Head of Pension Investments & Responsible Investment  & Lily Morris, Responsible Investment Manager

     

    This webinar discussed the background and developments behind our new Find Your Impact (FYI) tool which informs pension scheme members of the impact their pension investments have on the world around us, and allows them to have their say on a variety of issues facing society today.


    WEBINAR - 40 MINS                                                                                       

     

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    image of Katrina Macleod, Jean-Marc Zoghbi and Joanne Fairbairn

    OUR TAKE ON . . . MASTER TRUSTS

     

    Katrina MacLeod, Workplace Savings Propositions Manager & Jean-Marc Zoghbi, Master Trust Investment Lead plus Joanne Fairbairn, Master Trust Trustee

     

    This webinar brought to life all of the developments within our Master Trust in the last 12 months and shared what the future has in store.


    WEBINAR - 45 MINS                                                                                       

     

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    image of Bernadette Lewis

    OUR TAKE ON . . . TUPE, AUTO ENROLMENT & WORKPLACE PENSIONS

     

    Bernadette Lewis, Financial Planning Manager

     

    This webinar describes the TUPE rules for contract-based pensions including group personal pensions plus the TEPP rules for occupational pension schemes, outlines how the TUPE/ TEPP protections interact with automatic enrolment regulations and considers examples of possible approaches to complying with both the TUPE/ TEPP provisions and the automatic enrolment regulations.


    WEBINAR - 45 MINS                                                                                       

     

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    Picture of Tom Coughlan and Susan Hope

    TAKING ON . . . SALARY EXCHANGE

     

    Susan Hope, Workplace Savings Specialist and Tom Coughlan, Financial Planning Manager

     

    This webinar discussed the background and size of the salary exchange opportunity and detailed the tax and legal aspects. A demonstration of our Salary Exchange Calculator tool highlighted the potential savings for employers and employees and adviser opportunities were outlined.

     

    WEBINAR - 45 MINS

     

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    Picture of Sharon Bellingham and Joanne Fairbairn

    IN CONVERSATION WITH . . . OUR TRUSTEES

     

    Sharon Bellingham, Master Trust Lead and Joanne Fairbairn, Master Trust Trustee

     

    In the second of this vodcast series, new Trustee Joanne Fairbairn talks about her 360-degree perspective on Master Trusts.

     

    VODCAST - 13 MINS

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    Picture of Bernadette Lewis

    OUR TAKE ON . . . MATERNITY PAY AND WORKPLACE PENSIONS

     

    Bernadette Lewis, Financial Planning Manager

     

    Detailed guidance on how Statutory Maternity Leave and Pay affects money purchase workplace pensions.

     

    VODCAST - 10 MINS

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    Picture of Sharon Bellingham and Andrew Warwick-Thompson

    IN CONVERSATION WITH . . . OUR TRUSTEES

     

    Sharon Bellingham, Master Trust Lead and Andrew Warwick-Thompson, Chair of Master Trust Trustee Board

     

    The first of a new vodcast series introducing our Master Trust Trustees. Andrew Warwick-Thompson reflects on his first year as Chair of the Scottish Widows Master Trust Trustee Board and discusses his thoughts on the changing workplace landscape.

     

    VODCAST - 13 MINS

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  • Pick up practical insights on how the Individual Retirement market is changing and how to plan for your clients' varied needs.

     

    Picture of Gavin Jobson-Wood

    Our take on . . . delivering value for money in individual pensions

     

    Gavin Jobson-Wood, Specialist Business Development Manger

     

    In this vodcast, learn what factors impact value for money, the regulatory backdrop and why it's important for you to consider value for money when making client recommendations.

     

    VODCAST –  9 MINS

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    Picture of Jan Holt and James Kay

    Our take on . . . underwriting for annuities

     

    Jan Holt, Strategic Relationship Manager and James Kay, Annuities Proposition Manager

     

    This webinar discussed the impact of medical conditions and lifestyle factors on annuity income and how to collect and use client information to optimise their outcome, as well as highlighting the tools and support available to make underwriting easier.

     

    WEBINAR –  45 MINS

     

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    Picture of Tom Coughlan

    Our take on . . . intergenerational pension planning

     

    Tom Coughlan - Financial Planning Manager

     

    This webinar recapped the 2015 changes to Defined Contribution death benefits, outlined the Inheritance Tax treatment of pension death benefits and detailed how beneficiary drawdown may be used for intergenerational planning.

     

    WEBINAR –  45 MINS

     

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    Picture of Tom Coughlan

    Our take on . . . the lifetime allowance rules

     

    Tom Coughlan - Financial Planning Manager

     

    This webinar discussed the lifetime allowance tests that apply to personal pensions, the tax charge that applies when the lifetime allowance is exceeded, and the information requirements that apply in respect of the lifetime allowance.

     

    WEBINAR –  45 MINS

     

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    Picture of Gareth Davies

    Our take on . . . the finalised guidance for defined benefit advice

     

    Gareth Davies - Pensions Specialist

     

    Following the FCA's Finalised Guidance for advising on pension transfers, this webinar will explain the outcomes of the paper FG21/3 and discuss what best practice now looks like for advisers.

     

    WEBINAR –  48 MINS

     

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    Picture of Tom Coughlan

    Taking on . . . the carry forward rules

     

    Tom Coughlan - Financial Planning Manager

     

    Aimed at IFAs, this webinar discussed the various aspects to consider when planning for tax year end including the annual allowance and carry forward rules, the calculation of pension inputs and how to maximise pension contributions towards the end of the tax year.

     

    WEBINAR –  40 MINS

     

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    Picture of Tom Coughlan

    OUR TAKE ON . . . EMPLOYER CONTRIBUTIONS FOR INDIVIDUAL PENSIONS CLIENTS

     

    Tom Coughlan - Financial Planning Manager

     

    Our expert looks at the tax treatment of employer pension contributions and how they can benefit employees and owner managed businesses.

     

    VODCAST –  12 MINS

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  • Join our experts in exploring ways to help ensure every client can understand and access the financial protection they need. 
     

    Picture of Lee Morgan

    TAKING ON . . . THE BUSINESS PROTECTION OPPORTUNITY

     

    Lee Morgan, Regional Protection Manager

     

    This vodcast outlines the size of the business protection market and highlights ways that you can harness the business protection opportunity.

     

    VODCAST  – 7 MINS

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    Picture of Rose St Louis and Siobhan Barrow

    TAKING ON . . . PROTECTION CONVERSATIONS TO FUTUREPROOF YOUR BUSINESS

     

    Rose St Louis, Protection Director and Siobhan Barrow, Head of Intermediary Distribution

     

    In this vodcast find out why having protection conversations with clients is so important and how these could help to future proof your business.

     

    VODCAST  – 9 MINS

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    Picture of Dan Musty

    OUR TAKE ON . . . UNDERWRITING - THE PAST, THE PRESENT & THE FUTURE

     

    Dan Musty, Underwriting Development Manager

     

    This webinar provided an overview of how we enable customers with mental health issues to access insurance and break down the stigma; how COVID changed the underwriting landscape and how underwriting has evolved; and how your client’s lifestyles choices can affect the premium in a positive or negative way.

     

    WEBINAR  – 45 MINS

     

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