This site is for financial advisers only, Click here for the consumer site.

Share

Online Education

Webinar

Presenter

Dates

Time

Protect Quote and Apply – Our new Protect application and automated underwriting online service

Daniel Woodnutt

Tuesday 6 December 2016

11:00am

Our E-Business Specialists will present an overview of our new online Protect Quote Apply online service. The session will focus on:

  • The streamlined and straight through process of quoting for and submitting Protection business online
  • Our interactive online underwriting process allowing you to receive an instant underwriting decision and set the policy live straight away
  • How to easily track your Protect pipeline business and track applications using our automated email updates

Webinar

Presenter

Dates

Time

Managing Lifetime Allowance issues in registered schemes

Jim Jarvie

Thursday 8 December 2016

10:00am

A large number of member’s in registered schemes are now having their retirement plans affected by Lifetime Allowance issues when they consider drawing their benefits. Good advice can make a substantial difference to their outcomes. Join us and listen to an informed discussion on this subject on Thursday 8 December 2016 at 10:00am. During this 30 minute discussion we will cover;

  • The bizarre history of the first 10 years of its existence.
  • Defined benefit crystallising events and how to minimise the tax bill
  • Money purchase crystallising events and how to avoid unnecessary payments
  • The Seven historic opportunities to protect your own
  • The three remaining protections some clients still have
  • How to avoid losing your protection
What the future holds for the Lifetime Allowance. Where to from here?

Webinar

Presenter

Dates

Time

Protect Quote and Apply – Our new Protect application and automated underwriting online service

Michael Jaggard

Tuesday 13 December 2016

11:00am

Our E-Business Specialists will present an overview of our new online Protect Quote Apply online service. The session will focus on:

  • The streamlined and straight through process of quoting for and submitting Protection business online
  • Our interactive online underwriting process allowing you to receive an instant underwriting decision and set the policy live straight away
  • How to easily track your Protect pipeline business and track applications using our automated email updates

Webinar

Presenter

Dates

Time

Single Premium IHT and Generation Planning Solutions for all

John Hancock

Monday 19 December 2016

10:30am

Your wealthy clients will be keen to ensure their loved ones benefit from as much of their wealth as possible but they will also need to maintain as much personal access to their wealth as necessary for their own peace of mind.

The careful use of trust solutions at the right time will help ensure these objectives can be met in a controlled, affordable and tax-efficient manner, and it’s a market that presents you, the adviser, with many potential planning opportunities.

We are delighted to invite you along to an interactive webinar which will be hosted by John Hancock, International Specialist. The  session will run for approximately 45 minutes including Q&A.

This technical and topical session will cover the following areas:

  • Why use trusts and when?
  • Which investment wrapper?
  • Core single premium IHT / generation planning solutions
  • Client profiles and technical considerations
  • Advantages of independent trustees and the use of protectors

Webinar

Presenter

Dates

Time

Protect Quote and Apply – Our new Protect application and automated underwriting online service

Michael Jaggard

Tuesday 20 December 2016

11:00am

Our E-Business Specialists will present an overview of our new online Protect Quote Apply online service. The session will focus on:

  • The streamlined and straight through process of quoting for and submitting Protection business online
  • Our interactive online underwriting process allowing you to receive an instant underwriting decision and set the policy live straight away
  • How to easily track your Protect pipeline business and track applications using our automated email updates

Financial Adviser Verification