IHT and pensions
What the April 2027 changes mean for clients, and the planning conversations to have now.
Training for intermediaries
Workshops, briefings and webinars that help intermediaries explain retirement income, inheritance tax, underwriting, care and difficult conversations in plain English.
Workshops, briefings and webinars
Sessions are designed to count as structured CPD for CII members. Members record and judge their own CPD, and no CII accreditation is claimed. Each session shows its learning outcomes at the start and checks them at the end.
Tough conversations
How to open the conversations people put off: death, care, wills and funeral wishes.
Underwriting
How underwriting works, and how to help customers complete the Retirement Health Form with confidence.
Grief, bereavement and loss
How to support customers, and yourself, through loss.
Fees are agreed in a written proposal before work starts.