The expert series
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.
Our webinars and vodcasts
UNLOCKING THE POWER OF INCOME PROTECTION AMIDST WELFARE REFORMS: A MUST-KNOW FOR ADVISERS
Tom Robinson, National Account Manager and Craig Lapsley, Account Manager
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Understand the impact of the upcoming welfare reforms.
- Recognise the importance of income protection.
- Explore how to address client objections effectively.
- Understand how to incorporate income protection into their long-term financial planning.
WEBINAR - 45 MINS Watch now
INHERITANCE TAX PLANNING - WHAT DOES THE FUTURE HOLD?
Join Jonathan Hall, Protection Specialist, alongside Pension Specialist Gareth Davies as we discuss the upcoming changes to Inheritance Tax in 2027.
Covering the key themes that came out of the January 2025 Government consultation, we discuss what this means for advisers and their clients; how we can help as an industry and continue to maintain trust in long term savings, and provide peace of mind through protection, championing the value of advice.
VODCAST - 18 MINS Watch now
ADVISER LED SOLUTIONS: NAVIGATING NATIONAL INSURANCE CHANGES USING SALARY EXCHANGE
Susan Hope, Business Development Director
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Describe the 25/26 National Insurance Contributions landscape and its impact on employer costs.
- Explain practical strategies for implementing salary exchange that deliver measurable value.
- Identify tools to help quantify and communicate the benefits of salary exchange to both employers and employees.
- Explain insights into common issues and how to overcome them.
WEBINAR - 60 MINS Watch now
2025 KNOW YOUR LIMITS
Gareth Davies, Pension Specialist and Harry Keating-Coyne, Intermediary Distribution Manager
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Explain the key pension reliefs and allowances.
- Describe the limits for the current/future tax year.
- Demonstrate the benefits of these and how and when they work.
WEBINAR - 60 MINS Watch now
LET’S TALK ABOUT TOMORROW: YOUR PROTECTION BUSINESS IN THE 2025 MORTGAGE MARKET
Jo Brown, National Account Manager, Lloyds Banking Group Mortgage Intermediaries and Jon Hall, Distribution Specialist, Scottish Widows
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Understand the forecasts for the UK mortgage market throughout 2025.
- Understand how potential changes in economic factors can influence the mortgage market.
- Interpret the impact of the mortgage market forecast on the protection landscape for 2025.
- Identify opportunities for protection conversations and ways to increase engagement with clients.
WEBINAR - 60 MINS Watch now
SECURING TOMORROW: WHY YOUNG ADULTS NEED INCOME PROTECTION TODAY
Jasmine Astley, Business Development Manager, Jon Hall, Distribution Specialist, Kerrie Cross, Underwriting Specialist, Julie Thompson, Proposition Specialist
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Consider how different underwriting approaches impact access to Income Protection for younger clients.
- Understand how to confidently have conversations with clients who are living with mental health conditions.
- Explain how income protection and added value services can support younger clients.
- Identify opportunities for income protection conversations and ways to increase younger clients’ engagement.
WEBINAR - 60 MINS Watch now
ENHANCED FINANCIAL WELLBEING SUPPORT
Rachel Proudfoot, Workplace Savings Propositions Manager, and Susan Hope, Workplace Savings Expert
The webinar explores:
- Educational Support: Our Be Money Well website, designed to provide comprehensive financial education.
- Additional Services: Our partnerships with Macmillan Cancer Support, We Are Digital, and Citizens Advice, offering crucial support during times of need.
- Financial Management Tools: Get acquainted with the Scottish Widows app, which helps individuals manage and gain a fuller picture of their finances.
WEBINAR - 40 MINS Watch now
PROTECTING THE ASSETS OF HIGH NET WORTH CLIENTS
Rose St Louis, Director of Protection, and guest speaker Roy McLoughlin
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Explain the fundamentals of different protection products and their significance pre and post retirement.
- Identify potential risks and financial gaps in client portfolios.
- Understand effective techniques for discussing protection.
WEBINAR - 60 MINS Watch now
2024 RESPONSIBLE INVESTMENT UPDATE
Eva Cairns, Head of responsible Investment, and Shipra Gupta, Stewardship Lead
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Understand how we assess environmental, social and governance (ESG) risks and opportunities in our investment portfolios.
- Explain why stewardship activity can have a real, positive impact on investee companies.
- Provide tangible examples of how our voting and engagement has led to businesses taking different action.
- Explain why we exclude companies from our investments and the impact that has.
- Understand progress Scottish Widows have made to reduce the carbon footprint of our investments on our path to net zero by 2050 or earlier.
WEBINAR - 60 MINS Watch now
2024 RETIREMENT REPORT WEBINAR
Pete Glancy, Head of Policy and Susan Hope, Workplace Savings Specialist
The learning objectives of this webinar are as follows:
- A look back at the past 20 years and the key changes to the pension landscape, and the stark reality of where the nation is placed currently.
- A closer look at the root causes of the current position and potential courses of action to address these.
- What we can do in the here and now to influence meaningful change and support the improvement of retirement outcomes in the UK.
WEBINAR - 60 MINS Watch now
THE RETIREMENT INCOME LANDSCAPE
Gareth Davies, Pension Specialist and Carol-Anne Mitchell, Intermediary Distribution Manager
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Describe the key findings of the FCA thematic review of the retirement income market.
- Explain the changing macro-economic conditions affecting the retirement income advice space.
- Demonstrate good and poor practice for retirement income advice.
WEBINAR - 60 MINS Watch now
LIFE AFTER THE LTA
Gareth Davies, Pension Specialist and Susan Hope, IFA Workplace Senior Manager
The learning objectives of this webinar are as follows. From watching this webinar you should be able to:
- Explain the pension changes announced in the March 2023 budget, effective from April 2024.
- Describe the current LTA transitional protections and how they are impacted by the changes.
- Demonstrate the transitional arrangements for clients who have taken existing pension benefits prior to the changes.
WEBINAR - 60 MINS Watch now
WE NEED TO TALK ABOUT DEATH
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
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