Live Webinar - Putting Protection into Wealth
Friday, 29 April 2022
10:30 am – 11:30 am (UK time)
This webinar will be hosted by Robert Betts of Legal & General (est. duration 60 mins).
The session will :
- Reference the FCA Duty of Care consultation.
- Cover Inter-generational wealth planning incorporating protection.
- Introduce the role of protection in cashflow modelling and the impact of a protection event on the savings and retirement goals of a client.
- Review Retirement mortgage lending and inter-generational lending (the 'bank of Mum and Dad').
- Highlight the simple use of protection trusts for IHT.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.