
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.

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

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

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

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

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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Also available
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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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Find out more about how workplace schemes are evolving and what you can do to help your clients adapt to the modern workplace. -
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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Join our experts in exploring ways to help ensure every client can understand and access the financial protection they need.