Visit the Royal London sponsor area

26th November 2019

Protecting income, protecting lifestyle – The backup plan (55 minutes)

55 minutes CPD

This webinar presentation will delve into a range of possible alternative 'backup plans' that could be used to fix an income shortfall (in the event of incapacity to work) including an update on a range of State Benefits for the current tax year. 

Learning outcomes

After watching this webinar, you'll have an understanding of: 

  • The reality that many people face when they don’t have an income replacement backup plan.
  • The application journey and levels of benefit available for a variety of state benefits (Statutory Sick Pay, Employment & Support Allowance / Universal Credit, and Support for Mortgage Interest for the 2019/2020 tax year).
  • Some simple but effective open questions and talking points to help your clients prioritise their protection risks and help them take appropriate action.
  • How Royal London can help you design a high-quality Income Protection solution for your clients, even if on a modest budget.

Read more

Log CPD

You need to be logged in to see and add to your CPD Record

Related Articles_

Concentrating on Concentration Risk (45 minutes)


Explore what concentration risk is and why it is important

Read More

Individual Savings Accounts – a guide to ISA investing (45 minutes)


ISAs offer a tax-efficient way to save and invest; find out what they are and how they work

Read More

Tax wrappers: a summary of key differences (30 minutes)


A summary of some of the wrappers available to investors to maximise tax-efficient returns.

Read More