Insurance Distribution Directive CPD Day

Following an extremely successful event in 2022, we are once again offering a day of IDD CPD. This session will include presentations from five providers, covering personal protection, business protection, and investment bonds, and will provide 4 hours of IDD CPD. Exact speakers and topics are below. Lunch will be provided at the event.

Legal & General

• Quantify the business protection opportunity, the demographics of UK small businesses and how you can best advise your clients
• Recognise the need for businesses to protect their debts, the loss of a key person and to also consider their shareholdings and protection for their families
• Demonstrate various ways to structure policies including the use of Trusts and option agreements with an eye on the effects of taxation. You will also see how calculators from Legal & General can support the advice process

UnderwriteMe

• Understand how the Protection Platform differs to a traditional quoting portal
• Understand how the Protection Platform shortens the pipeline and helps convert more protection sales
• Understand how the Protection Platform supports advisers in line with consumer duty

Utmost

• Understand some of the main taxation issues relating to Investment Bonds
• Reasons to consider offshore bonds
• Discuss and explain this subject with a client in a clear and concise way
• Apply this knowledge to appropriate individual circumstances

Canada Life

• Explain how bonds are taxed and why this is important when considering a client’s income tax position
• Comprehend how top slicing might be applied given the recent changes to the computation for this calculation.
• Examine how best to withdraw money from a bond in the most tax efficient way.

AIG

• Understand the different types of personal protection
• Explain how these could be used with a range of client circumstances

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