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.

Picture of Gareth Davies

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                                                                                                                  Watch now               

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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                                                                                                                  Watch now               

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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                                                                                                                  Watch now               

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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                                                                                                                 Watch now               

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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                                                                                                                 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.
     

    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 Angus Armstrong

    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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    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)

    Transcript (PDF)

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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.

     

    Picture of Iain McGowan and Maria Nazarova-Doyle

    IN CONVERSATION WITH . . . OUR TRUSTEES

     

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

     

    The first of 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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    Picture of Iain McGowan and Maria Nazarova-Doyle

    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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    Picture of Sharon Bellingham, Graeme Bold and Andrew Warwick-Thompson

    TAKING ON . . . MASTER TRUSTS


    Andrew Warwick-Thompson, Chair of the Master Trust Trustee Board, Graeme Bold, Scheme Strategist and Sharon Bellingham, Master Trust Lead

     

    Our experts provide a summary of the new Trustee Board and key staff, along with an overview of the future vision and strategic plans for the Scottish Widows Master Trust.

     

    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.

     

    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 Iain McGowan and Maria Nazarova-Doyle

    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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    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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    Picture of Gavin Jobson-Wood

    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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    Picture of Steven Nelson and Mark Polson

    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)

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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

    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

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    Picture of Lee Morgan

    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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    Picture of Lee Morgan

    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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    Picture of Johnny Timpson and Leo Miles

    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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    Picture of Helen Dick, Mike Mosley and Johnny Timpson

    TAKING ON . . . A HEALTHY LIFESTYLE

     

    Dr Mike Mosley, Helen Dick, Underwriting and Claims Strategist and Johnny Timpson, Protection Specialist

     

    Our experts introduce us to the first of a new 3 part series focusing on different aspects of taking on a healthy lifestyle. In this one, the group discuss a range of topics including BMI, diet and the impact of Covid-19 to the life and critical illness market.

     

    VODCAST PART 1 – 21 MINS

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    Picture of Helen Dick, Mike Mosley and Johnny Timpson

    TAKING ON . . . A HEALTHY LIFESTYLE

     

    Dr Mike Mosley, Helen Dick, Underwriting and Claims Strategist and Johnny Timpson, Protection Specialist

     

    In the second of the Taking on a Healthy Lifestyle vodcast series, our experts explore the benefits of diet, exercise and importance of mental wellbeing.

     

    VODCAST PART 2 – 15 MINS

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    Picture of Helen Dick, Mike Mosley and Johnny Timpson

    TAKING ON . . . A HEALTHY LIFESTYLE

     

    Dr Mike Mosley, Helen Dick, Underwriting and Claims Strategist and Johnny Timpson, Protection Specialist

     

    In this final vodcast of the Taking on a Healthy Lifestyle series, our experts cover the importance of sleep quality and the impact of menopause on health and wellbeing.

     

    VODCAST PART 3 - 11 MINS

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    Picture of Scott Cadger

    OUR TAKE ON . . . MENTAL HEALTH UNDERWRITING

     

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

     

    In this webinar, our expert discusses mental health and underwriting throughout the ages, with a focus on current challenges and opportunities, as well as an overview of how we have adapted our approach in this area.

     

    WEBINAR - 60 MINS

     

    Transcript (PDF)

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