SPONSORED CONTENT
Join Senior Intermediary Development and Technical Managers, Justin Corliss and Shelley Read and earn 60 minutes of CPD.
In this webinar, we consider the key differences in different types of workplace pension agreements, recent market findings and the use of salary exchange.
From here we take a deeper dive into business protection, understand some of the opportunities to talk about business protection with your SME clients, know how to position the potential risks, discuss the impact to a business and recommend a solution.
Learning objectives
- identify the features of different workplace pension arrangements.
- Demonstrate the benefit of salary exchange in workplace pensions.
- Understand some of the opportunities of talking about business protection with all your SME clients.
- Know how to position potential risks during your protection conversations to support better engagement with new and existing clients.
What’s covered
- Features of a workplace pension arrangement
- Salary exchange
- Business protection opportunities
- Risk conversations with clients
- Click here to download the webinar slides
CPD certificate of completion
Once you’ve watched the webinar, simply complete the short quiz at the link in order to receive a CPD certificate of completion. It will open in a new browser ready to be saved as a PDF.