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.
INVESTMENT UPDATE
Gavin Jobson-Wood, Investment Development Manager
Gavin discusses why the performance on the Scottish Widows Pension Portfolio funds, available via Retirement Account, has improved over the last year and gives an update on the Scottish Widows core multi-asset pension funds.
VODCAST - 8 MINS Watch now
WE NEED TO TALK ABOUT DEATH - Webinar
Gareth Davies, Pension Specialist and Head of Intermediary Sales, Jamie Drewett
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Explain how pension death benefits are taxed.
- Describe why beneficiary Flexi Access Drawdown and nomination forms are so important.
- Clarify the key differences between discretion and direction nomination forms.
WEBINAR - 55 MINS Watch now
OUR TAKE ON . . . SUPPORTING VULNERABLE CLIENTS
Chris Smart, Manager, Vulnerable Customers
This collection of vodcasts and reading will help you to gain a better understanding of how to identify vulnerable clients including those who may not have been vulnerable before but are now due to the cost of living crisis.
The learning objectives of the module are as follows. From completing this module you should be able to:
- Know how to identify the scale and nature of vulnerability in your client base,
- Identify and understand the FCAs 7 risks of financial harm,
- Understand when and how to use the TEXAS and IDEA models.
VODCAST - 20 MINS Watch now
Supported reading (PDF, 2MB) - 20 MINS
Supported reading (PDF, 2MB) - 20 MINS
THE COST OF CANCER & CRITICAL ILLNESS CLAIMS
Scott Cadger, Head of Protection Underwriting, Claims and Commercial Strategy at Scottish Widows plus Sarah O'Sullivan, Senior Partnership Manager and Miranda Taylor-Gooby, Senior Partnership Development Manager from Macmillan Cancer Support
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Describe the impact that the Covid 19 pandemic has had on critical illness claims,
- Describe the financial impact of a cancer diagnosis and the new trends caused by delays in treatment,
- Explain how Scottish Widows are responding to these developments.
WEBINAR - 45 MINS Watch now
A LONG TERM VIEW ON INVESTING
Iain McGowan, Investments Director and Andrew November, Head of Scottish Widows Investment Office
Andrew and Iain discuss market conditions, the impact on pension investments and Scottish Widows' approach in the face of market volatility.
VODCAST - 12 MINS Watch now
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 Watch now
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