News & Views

Royal London: Protection CPD hub - A guide to wills, trusts and guardianship

Protection news from Financial Advisers & Paraplanners

18 Mar 2019

Royal London: Protection CPD hub - A guide to wills, trusts and guardianship

To help you meet the challenges of the Insurance Distribution Directive (IDD) - which requires everyone selling insurance to do at least 15 CPD hours per year - we’ve created a CPD hub.

Here you’ll find protection research, webinars and guides - all divided into bite sized chunks, so it’s easy to build up those valuable CPD hours.

One of the modules you might be interested in is our guide to wills, trusts and guardianship.

After reading this guide, you'll have an understanding of:

  • How to talk to your clients about making a will
  • How to put protection plans in trust
  • The importance of guardianship and why your clients should think about this

 Click here to get started.

 

 

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