Adviser Academy

Learn how to integrate protection advice into your mortgage process, helping clients protect their homes, finances and families while strengthening your value as a trusted mortgage adviser.

Discover how to identify protection opportunities, uncover wider client needs and confidently handle objections to deliver more holistic financial protection advice.

Explore the real-life impact of critical illness and how Critical Illness Cover can provide financial security when clients face serious health conditions, helping you demonstrate the value of protection planning.

Understand why Income Protection is a vital part of financial planning and learn how income replacement solutions can help clients maintain their lifestyle if illness or injury prevents them from working.

Learn how incorporating protection into retirement planning and financial advice can help deliver better client outcomes, strengthen client relationships and differentiate your advice proposition.

Gain a practical understanding of protection trusts, including how they work, when they should be used and how trusts can help improve client outcomes and support effective estate planning.

Discover how protection solutions can support Inheritance Tax planning alongside gifting strategies, helping clients manage potential IHT liabilities and protect family wealth.

Learn how Key Person Cover can help businesses manage financial risk, protect profitability and maintain continuity following the loss of a key employee. This session covers cover design, sums assured and tax considerations.

Explore how Shareholder Protection and Partnership Protection can help businesses prepare for unexpected events, ensuring ownership continuity and protecting business value.

Understand how Relevant Life Plans can provide a tax-efficient employee benefit for small businesses, including plan design, taxation and key adviser considerations.

Discover how Executive Income Protection can help SME owners and employees protect their income while providing valuable, tax-efficient employee benefits through the business.

Learn what Rysaffe planning is, when it may be appropriate and how it works in practice. Using case studies, we explore how separate policies and discretionary trusts established on different dates can help manage potential periodic and exit charges, before outlining the practical application and trust setup process.

Explore how clients can balance enjoying their wealth today with creating a lasting legacy. This webinar covers estate planning, inheritance tax, the Great Wealth Transfer and effective intergenerational planning.

Explore how clients can balance enjoying their wealth today with creating a lasting legacy. This webinar covers estate planning, inheritance tax, the Great Wealth Transfer and effective intergenerational planning.

Discover how intergenerational planning can strengthen client relationships, engage wider family members and unlock new opportunities. We'll explore practical ways to identify planning needs across generations and improve client outcomes.

Hear from advisers helping families navigate wealth transfer and intergenerational planning. This panel discussion shares practical experiences, lessons learned and ideas for building stronger multi-generational relationships.

Discover how changing client needs, pension freedoms and evolving retirement income strategies are reshaping retirement planning and creating new opportunities for advisers.

Understand the upcoming pension Inheritance Tax changes and what they mean for retirement planning, estate planning and client conversations ahead of April 2027.

Explore the current care funding landscape and learn how Immediate Needs Annuities can help clients meet long-term care costs with greater certainty and peace of mind.

Learn how fixed term annuities can provide guaranteed retirement income, offer flexibility and help clients bridge income gaps while maintaining future planning options.

Retirement is no longer a destination, it's a journey that can span decades. Join us to explore how advisers can help clients navigate longevity, inflation and income sustainability, while making every pound work harder throughout retirement.

What makes an adviser truly memorable? Join our panel of experienced advisers as they share the questions, techniques and approaches that help build trust, navigate difficult conversations, and inspire clients to take action. Walk away with practical insights you can apply straight away to elevate your client conversations.

As the great wealth transfer gathers pace, advisers have a key role to play in helping clients balance financial security with legacy ambitions. Join us to explore estate planning, inheritance tax, retirement income and intergenerational wealth strategies that support both current and future generations.

Receiving wealth is only the beginning. This session explores how advisers can help clients turn inherited assets into long-term financial security, while planning ahead for the next generation through gifting, tax-efficient strategies and effective estate planning.

The biggest growth opportunities may already exist within your clients’ families. Join us to explore how intergenerational planning can help you engage multiple generations, identify new advice opportunities, and build stronger, longer-lasting client relationships.

What does successful intergenerational planning look like in practice? Join our panel of advisers as they share lessons learned, practical ideas and proven approaches to engaging families, retaining assets and creating lasting client relationships across generations.

Explore how clients can balance enjoying their wealth today with creating a lasting legacy. This webinar covers estate planning, inheritance tax, the Great Wealth Transfer and effective intergenerational planning.

Explore how clients can balance enjoying their wealth today with creating a lasting legacy. This webinar covers estate planning, inheritance tax, the Great Wealth Transfer and effective intergenerational planning.

Discover how intergenerational planning can strengthen client relationships, engage wider family members and unlock new opportunities. We'll explore practical ways to identify planning needs across generations and improve client outcomes.

Hear from advisers helping families navigate wealth transfer and intergenerational planning. This panel discussion shares practical experiences, lessons learned and ideas for building stronger multi-generational relationships.

Discover how changing client needs, pension freedoms and evolving retirement income strategies are reshaping retirement planning and creating new opportunities for advisers.

Understand the upcoming pension Inheritance Tax changes and what they mean for retirement planning, estate planning and client conversations ahead of April 2027.

Learn how lifetime mortgages can help clients unlock property wealth, support family gifting, reduce potential Inheritance Tax liabilities and enhance later life financial planning.

Gain confidence in advising on modern methods of construction properties, understanding lender considerations and navigating complex retirement lending cases.

Explore how lifetime mortgages can support retirement income planning, estate planning, intergenerational wealth transfer and wider later life financial objectives.

Explore the later life lending market, dispel common equity release myths and identify client needs and opportunities where later life lending solutions may be appropriate.

Learn how to deliver robust equity release advice through effective fact finding, understanding vulnerability, assessing suitability and supporting better client outcomes.

Discover how to navigate the equity release conveyancing process with confidence. This webinar explores common causes of delay, the roles of advisers, conveyancers and lenders, and practical steps to help cases progress smoothly while managing customer expectations.

Retirement is no longer a destination, it's a journey that can span decades. Join us to explore how advisers can help clients navigate longevity, inflation and income sustainability, while making every pound work harder throughout retirement.

What makes an adviser truly memorable? Join our panel of experienced advisers as they share the questions, techniques and approaches that help build trust, navigate difficult conversations, and inspire clients to take action. Walk away with practical insights you can apply straight away to elevate your client conversations.

As the great wealth transfer gathers pace, advisers have a key role to play in helping clients balance financial security with legacy ambitions. Join us to explore estate planning, inheritance tax, retirement income and intergenerational wealth strategies that support both current and future generations.

Receiving wealth is only the beginning. This session explores how advisers can help clients turn inherited assets into long-term financial security, while planning ahead for the next generation through gifting, tax-efficient strategies and effective estate planning.

The biggest growth opportunities may already exist within your clients’ families. Join us to explore how intergenerational planning can help you engage multiple generations, identify new advice opportunities, and build stronger, longer-lasting client relationships.

What does successful intergenerational planning look like in practice? Join our panel of advisers as they share lessons learned, practical ideas and proven approaches to engaging families, retaining assets and creating lasting client relationships across generations.

Explore how clients can balance enjoying their wealth today with creating a lasting legacy. This webinar covers estate planning, inheritance tax, the Great Wealth Transfer and effective intergenerational planning.

Explore how clients can balance enjoying their wealth today with creating a lasting legacy. This webinar covers estate planning, inheritance tax, the Great Wealth Transfer and effective intergenerational planning.

Discover how intergenerational planning can strengthen client relationships, engage wider family members and unlock new opportunities. We'll explore practical ways to identify planning needs across generations and improve client outcomes.

Hear from advisers helping families navigate wealth transfer and intergenerational planning. This panel discussion shares practical experiences, lessons learned and ideas for building stronger multi-generational relationships.

Learn how to integrate protection advice into your mortgage process, helping clients protect their homes, finances and families while strengthening your value as a trusted mortgage adviser.

Discover how to identify protection opportunities, uncover wider client needs and confidently handle objections to deliver more holistic financial protection advice.

Explore the real-life impact of critical illness and how Critical Illness Cover can provide financial security when clients face serious health conditions, helping you demonstrate the value of protection planning.

Understand why Income Protection is a vital part of financial planning and learn how income replacement solutions can help clients maintain their lifestyle if illness or injury prevents them from working.

Learn how incorporating protection into retirement planning and financial advice can help deliver better client outcomes, strengthen client relationships and differentiate your advice proposition.

Gain a practical understanding of protection trusts, including how they work, when they should be used and how trusts can help improve client outcomes and support effective estate planning.

Learn how Key Person Cover can help businesses manage financial risk, protect profitability and maintain continuity following the loss of a key employee. This session covers cover design, sums assured and tax considerations.

Explore how Shareholder Protection and Partnership Protection can help businesses prepare for unexpected events, ensuring ownership continuity and protecting business value.

Understand how Relevant Life Plans can provide a tax-efficient employee benefit for small businesses, including plan design, taxation and key adviser considerations.

Discover how Executive Income Protection can help SME owners and employees protect their income while providing valuable, tax-efficient employee benefits through the business.

Explore the later life lending market, dispel common equity release myths and identify client needs and opportunities where later life lending solutions may be appropriate.

Learn how to deliver robust equity release advice through effective fact finding, understanding vulnerability, assessing suitability and supporting better client outcomes.

The path to financial security has changed. Join us as we explore how advisers can engage clients earlier, deliver more relevant advice, and help build stronger financial futures in an increasingly unpredictable world.

Mid-life often brings greater financial complexity and uncertainty. Join us to explore how cashflow modelling can help clients navigate life’s transitions, make informed decisions, and stay on track towards their long-term goals.

Retirement is no longer a destination, it's a journey that can span decades. Join us to explore how advisers can help clients navigate longevity, inflation and income sustainability, while making every pound work harder throughout retirement.

What makes an adviser truly memorable? Join our panel of experienced advisers as they share the questions, techniques and approaches that help build trust, navigate difficult conversations, and inspire clients to take action. Walk away with practical insights you can apply straight away to elevate your client conversations.

As the great wealth transfer gathers pace, advisers have a key role to play in helping clients balance financial security with legacy ambitions. Join us to explore estate planning, inheritance tax, retirement income and intergenerational wealth strategies that support both current and future generations.

Receiving wealth is only the beginning. This session explores how advisers can help clients turn inherited assets into long-term financial security, while planning ahead for the next generation through gifting, tax-efficient strategies and effective estate planning.

The biggest growth opportunities may already exist within your clients’ families. Join us to explore how intergenerational planning can help you engage multiple generations, identify new advice opportunities, and build stronger, longer-lasting client relationships.

What does successful intergenerational planning look like in practice? Join our panel of advisers as they share lessons learned, practical ideas and proven approaches to engaging families, retaining assets and creating lasting client relationships across generations.

Learn how incorporating protection into retirement planning and financial advice can help deliver better client outcomes, strengthen client relationships and differentiate your advice proposition.

Discover how protection solutions can support Inheritance Tax planning alongside gifting strategies, helping clients manage potential IHT liabilities and protect family wealth.

Learn how Key Person Cover can help businesses manage financial risk, protect profitability and maintain continuity following the loss of a key employee. This session covers cover design, sums assured and tax considerations.

Explore how Shareholder Protection and Partnership Protection can help businesses prepare for unexpected events, ensuring ownership continuity and protecting business value.

Understand how Relevant Life Plans can provide a tax-efficient employee benefit for small businesses, including plan design, taxation and key adviser considerations.

Discover how Executive Income Protection can help SME owners and employees protect their income while providing valuable, tax-efficient employee benefits through the business.

Learn what Rysaffe planning is, when it may be appropriate and how it works in practice. Using case studies, we explore how separate policies and discretionary trusts established on different dates can help manage potential periodic and exit charges, before outlining the practical application and trust setup process.

Discover how changing client needs, pension freedoms and evolving retirement income strategies are reshaping retirement planning and creating new opportunities for advisers.

Understand the upcoming pension Inheritance Tax changes and what they mean for retirement planning, estate planning and client conversations ahead of April 2027.

Learn how fixed term annuities can provide guaranteed retirement income, offer flexibility and help clients bridge income gaps while maintaining future planning options.

Learn how lifetime mortgages can help clients unlock property wealth, support family gifting, reduce potential Inheritance Tax liabilities and enhance later life financial planning.

Gain confidence in advising on modern methods of construction properties, understanding lender considerations and navigating complex retirement lending cases.

Explore how lifetime mortgages can support retirement income planning, estate planning, intergenerational wealth transfer and wider later life financial objectives.

Explore the later life lending market, dispel common equity release myths and identify client needs and opportunities where later life lending solutions may be appropriate.

Learn how to deliver robust equity release advice through effective fact finding, understanding vulnerability, assessing suitability and supporting better client outcomes.

The path to financial security has changed. Join us as we explore how advisers can engage clients earlier, deliver more relevant advice, and help build stronger financial futures in an increasingly unpredictable world.

Mid-life often brings greater financial complexity and uncertainty. Join us to explore how cashflow modelling can help clients navigate life’s transitions, make informed decisions, and stay on track towards their long-term goals.

Retirement is no longer a destination, it's a journey that can span decades. Join us to explore how advisers can help clients navigate longevity, inflation and income sustainability, while making every pound work harder throughout retirement.

What makes an adviser truly memorable? Join our panel of experienced advisers as they share the questions, techniques and approaches that help build trust, navigate difficult conversations, and inspire clients to take action. Walk away with practical insights you can apply straight away to elevate your client conversations.

As the great wealth transfer gathers pace, advisers have a key role to play in helping clients balance financial security with legacy ambitions. Join us to explore estate planning, inheritance tax, retirement income and intergenerational wealth strategies that support both current and future generations.

Receiving wealth is only the beginning. This session explores how advisers can help clients turn inherited assets into long-term financial security, while planning ahead for the next generation through gifting, tax-efficient strategies and effective estate planning.

The biggest growth opportunities may already exist within your clients’ families. Join us to explore how intergenerational planning can help you engage multiple generations, identify new advice opportunities, and build stronger, longer-lasting client relationships.

What does successful intergenerational planning look like in practice? Join our panel of advisers as they share lessons learned, practical ideas and proven approaches to engaging families, retaining assets and creating lasting client relationships across generations.

Learn how incorporating protection into retirement planning and financial advice can help deliver better client outcomes, strengthen client relationships and differentiate your advice proposition.

Discover how protection solutions can support Inheritance Tax planning alongside gifting strategies, helping clients manage potential IHT liabilities and protect family wealth.

Discover how changing client needs, pension freedoms and evolving retirement income strategies are reshaping retirement planning and creating new opportunities for advisers.

Understand the upcoming pension Inheritance Tax changes and what they mean for retirement planning, estate planning and client conversations ahead of April 2027.

Explore the current care funding landscape and learn how Immediate Needs Annuities can help clients meet long-term care costs with greater certainty and peace of mind.

Learn how fixed term annuities can provide guaranteed retirement income, offer flexibility and help clients bridge income gaps while maintaining future planning options.

Learn how lifetime mortgages can help clients unlock property wealth, support family gifting, reduce potential Inheritance Tax liabilities and enhance later life financial planning.

Gain confidence in advising on modern methods of construction properties, understanding lender considerations and navigating complex retirement lending cases.

Explore how lifetime mortgages can support retirement income planning, estate planning, intergenerational wealth transfer and wider later life financial objectives.

Retirement is no longer a destination, it's a journey that can span decades. Join us to explore how advisers can help clients navigate longevity, inflation and income sustainability, while making every pound work harder throughout retirement.

What makes an adviser truly memorable? Join our panel of experienced advisers as they share the questions, techniques and approaches that help build trust, navigate difficult conversations, and inspire clients to take action. Walk away with practical insights you can apply straight away to elevate your client conversations.

As the great wealth transfer gathers pace, advisers have a key role to play in helping clients balance financial security with legacy ambitions. Join us to explore estate planning, inheritance tax, retirement income and intergenerational wealth strategies that support both current and future generations.

Receiving wealth is only the beginning. This session explores how advisers can help clients turn inherited assets into long-term financial security, while planning ahead for the next generation through gifting, tax-efficient strategies and effective estate planning.

The biggest growth opportunities may already exist within your clients’ families. Join us to explore how intergenerational planning can help you engage multiple generations, identify new advice opportunities, and build stronger, longer-lasting client relationships.

What does successful intergenerational planning look like in practice? Join our panel of advisers as they share lessons learned, practical ideas and proven approaches to engaging families, retaining assets and creating lasting client relationships across generations.

Learn how Key Person Cover can help businesses manage financial risk, protect profitability and maintain continuity following the loss of a key employee. This session covers cover design, sums assured and tax considerations.

Explore how Shareholder Protection and Partnership Protection can help businesses prepare for unexpected events, ensuring ownership continuity and protecting business value.

Understand how Relevant Life Plans can provide a tax-efficient employee benefit for small businesses, including plan design, taxation and key adviser considerations.

Discover how Executive Income Protection can help SME owners and employees protect their income while providing valuable, tax-efficient employee benefits through the business.