Knowledge hub
Supporting your knowledge and development
We ensure you have everything you need
Our team offers personalised training, market insights and practical resources that will help you deliver exceptional value in every client meeting. From mastering client communication techniques to accessing simple, practical tools, we’ll empower you to meet and even exceed their needs. We’ll help you fine tune your protection expertise to drive the best outcomes for them – and for your business too.
“Confidence comes from being informed, prepared, and effective– and that’s where we come in.”
Vikki Jefferies
Market Development Director
How do you want to learn?
Watch
Earn structured CPD with our CII-accreditedwebinars and workshops.
Listen
These short conversations are designed by advisers, for advisers to explore current topics of interest for those working in the financial services industry.
Read
The latest campaigns, analysis and expert views to give you a deeper insight into market trends and products.
Watch our top webinars
Title | Time/ CPD mins | Topic | Link |
|---|---|---|---|
Beyond the mortgage – Part 1 | 45 mins | In Part 1, you’ll explore how to build protection into your mortgage process, demonstrate your value as their trusted adviser, and enhance your conversations to drive better client outcomes. | |
Beyond the mortgage – Part 2 | 30 mins | In part 2, you’ll discover how to unlock your clients’ aspirations, confidently expand the discussion beyond the mortgage, and gain practical skills to anticipate and overcome objections. | |
Critical Illness - For Life, Interrupted | 45 mins | This session explores the true financial impact of a critical illness, revealing how cover is used in real life to protect clients when they need it the most. |
Latest episodes
Episode 41
Jo Pocklington | A transactional adviser, or a caring adviser? Why protection belief is the strongest tool in the kit
38 mins | 8th July 2026
Episode 40
Ash Borland | Cracking advice: Broker business coach on ripping up the rulebook
40 mins | 10th June 2026
Episode 39
Nathan Wootton | Breaking down the walls on giving clarity to customers, and confidence to advisers
37 mins | 13th May 2026
Find your dedicated team
Get in touch
Our dedicated sales and support team are here to help you with technical queries or support with your business.
Tools and calculators
Access our Protection tools and calculators for your next client meeting.
Document library
Access our full library of documents, guides, and forms to support your advice process.
Business improvement
Improve your business retention with hands-on support from our experts.
Technical guides
Our home for technical topics to help you with complex policies, processes, and industry terms.