Protection and Trusts

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Clare Moffat, Head of the Intermediary Development & Technical Team at Royal London will be discussing protection policies and how to use Trusts correctly

At the end of this presentation, you should:

• Understand the business opportunities of making trusts a key part of your protection proposition

• Have a wider understanding of what happens in the probate process and why this takes months to complete

• Accurately be able to locate and complete a Royal London trust form for a protection policy

• Describe the importance of the letter of wishes and why this should be reviewed periodically

Gregor’s exposure to financial services began back in 2011. Most of his early career was spent at Standard Life where he was a presenter in the workplace pension engagement team. He joined Royal London in 2018 to spend more time on protection in the Intermediary market. Gregor is involved in developing adviser facing content, presenting, writing articles and commenting for the press.

Gregor is also studying towards a Diploma in Financial Planning through the CII.

Even though he spends most weeks travelling the length and breadth of the UK for business, in his spare time he loves travelling the world and planning future adventures. He also loves cooking, running and when he’s not travelling can be found on the golf course patching up all the divots he’s made.