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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.

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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                                                                                                                  Watch now               

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TAKING ON . . . PROTECTION CONVERSATIONS TO FUTURE PROOF 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                                                                                                                  Watch now               

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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                                                                                                                  Watch now               

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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                                                                                                                  Watch now               

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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                                                                                                                  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.
     

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    OUR TAKE ON . . . SUPPORTING VULNERABLE CLIENTS

     

    Jan Holt, Specialist Development Manager

     

    Following an increase in UK adults displaying characteristics of vulnerability, the FCA has issued its ‘Finalised Guidance’ to ensure the fair treatment of vulnerable customers, and this remains high on their agenda. This webinar will help you to identify vulnerability within your client base and suggest ways in which you can support those clients.

     

    WEBINAR - 45 MINS 

     

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    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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    Taking on . . . tomorrow's world

     

    Angus Armstrong, Chief Economic Advisor in Finance & Strategy

     

    In this vodcast, our expert looks into the future and discusses the economic and social forces at play, and how these can affect the practical advice you give to those who need it.

     

    VODCAST – 13 MINS

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    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.

     

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    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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    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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    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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    our take on . . . default fund investing


    Iain McGowan, Investment Director and Maria Nazarova-Doyle, Head of Pension Investments

     

    The webinar highlights the development of our Pension Investment Approaches (PIAs) in the last 15 years while also looking ahead at what the future may hold for default fund strategies.

     

    WEBINAR – 45 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.

     

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    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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    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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    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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    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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    OUR TAKE ON . . . MULTI-ASSET FUND INVESTING

     

    Iain McGowan, Investment Director and Maria Nazarova-Doyle, Head of Pension Investments

     

    This webinar highlights the development of our Pension Portfolio multi-asset funds in the last 10 years since we made them available to Retirement Account customers, while also looking ahead at what the future may hold for this type of investment strategy.

     

    WEBINAR –  45 MINS

     

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    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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    OUR TAKE ON . . . MULTI-ASSET FUND INVESTING

     

    Gavin Jobson-Wood, Pensions Expert

     

    This vodcast covers topics such as how unprecedented market conditions have led to heightened levels of volatility across all asset-classes and how diversified funds have helped investors in 2020. Other topics covered - why Multi-asset funds continue to be popular with advisers and customers alike and what does the outlook look like for multi-asset funds?

     

    VODCAST – 7 MINS

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    TAKING ON . . . VALUE FOR MONEY

     

    Steven Nelson, Insight Director, the lang cat and Mark Polson, Principal, the lang cat

     

    This webinar discusses the important topic of Value for Money (VFM) in retirement planning. Covering what VFM in retirement planning means for advisers, how this can be measured for end clients and what the current and future regulatory challenges are that will impact VFM.

     

    WEBINAR – 60 MINS
     

    Transcript (PDF 302KB)

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

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    OUR TAKE ON . . . PAYING CLAIMS

     

    Scott Cadger, Head of Protection Underwriting, Claims and Commercial Strategy

     

    Our commitment to paying claims continues. Find out about our 2020 claims statistics and the improvements we've made to our claims journey.

     

    VODCAST  – 5 MINS

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    OUR TAKE ON . . . COMMUNICATING EMPATHETICALLY

     

    Lee Morgan, Protection Expert

     

    Our expert introduces us to a new 3 part series focusing on different aspects of empathy. In this one he provides guidance on what empathy is and how can it enhance the quality of your conversations.

     

    VODCAST PART 1  – 5 MINS

    Watch now(opens in a new tab)
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    OUR TAKE ON . . . COMMUNICATING EMPATHETICALLY

     

    Lee Morgan, Protection Expert

     

    Our expert discusses the importance of listening and offers some helpful tips for engaging better with customers.

     

    VODCAST PART 2 – 9 MINS

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    OUR TAKE ON . . . COMMUNICATING EMPATHETICALLY

     

    Lee Morgan, Protection Expert

     

    Our expert discusses how a culture of empathy in our businesses brings great benefits for all.

     

    VODCAST PART 3 – 5 MINS

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    OUR TAKE ON . . . THE FINANCIAL IMPACT OF CANCER

     

    Johnny Timpson, Protection Specialist and Leo Miles, Policy Manager, Macmillan Cancer Support

     

    Our experts discuss the financial impact of cancer to clients and their families, and what support is available.

     

    VODCAST – 28 MINS

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