Protection

Tutors:

• Gillian Boston, AutoRek
• Anastasia Georgiou, Morningstar
• Jonathan Wright, Wedlake Bell LLP

Learning outcomes:

1. Why good CASS governance and oversight matter
2. GDPR: what it is and who it affects
3. MiFID II and how prepared firms are to address it

Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The different types of business structure available in the UK
2. How to set up different types of share protection arrangements
3. The supporting agreements for share protection and how these differ
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Tutor:

• Richard Kateley, Legal & General

Learning outcomes:

1. The changing dynamics of the SME market
2. The reasons for the lack of take up in business protection
3. The potential growth opportunities available to advisers

Tutors:

• Stuart Halliwell, Legal & General
• Robert Betts, Legal & General

Learning outcomes:

1. The need for key person cover
2. How to set up key person cover for different types of business
3. The treatment of premiums and policy proceeds for taxation purposes
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Tutors

• James Gittins, Legal & General
• Simon Hird, Legal & General

Learning outcomes:

1. Different types of General Insurance
2. How you can use these to help protect your clients
3. The variety of circumstances where these will apply best

Tutor:

• John Schoonbee, Swiss Re

Learning outcomes:

1. The origins of Critical Illness Cover
2. Medical advances and why these increasingly call for a severity-based approach to cover

Tutor:

• Nathalie Claeys, Old Mutual Wealth

Learning outcomes:

1. The current inheritance tax thresholds
2. The family home allowance
3. Avoiding the IHT trap
4. Using the whole of life investment contract

Tutors:

• Andy Philo, VitalityLife
• Justin Taurog, VitalityLife

Learning outcomes:

1. The trends in the market in 2016
2. Whole of life pricing
3. Changes in the market and what has driven some of that change

Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The needs of different business entities
2. Understanding some of the tools that are available to you to help develop your sales