Business protection - how to spot the risks hiding in business-owner conversations.

CPD certificate of attendance request

Thank you for attending our recent webinar on Business protection – how to spot the risks hiding in business-owner conversations.

By the end of the session, you’ll be able to:

Recognise everyday client comments that may signal a business protection need.
Apply simple first-question techniques to open business protection discussions in a clear, client-friendly way.
Understand how professional connections, including accountants and solicitors, can help identify and support relevant client discussions.
Use the Scottish Widows business protection risk report and follow-up assets to support practical client conversations.

This webinar qualifies for 45 minutes of CPD.

If you would like a CPD certificate for your records, please complete the form below and one will be sent to you automatically.

Request a CPD certificate

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ABOUT CUSTOMER DATA AND PRIVACY

The Data Protection Act requires Lloyds Banking Group companies and associated companies to manage personal information in accordance with the Data Protection Principles. Our Group of companies is required to process your personal information fairly and lawfully. This means that you are entitled to know how we intend to use any information you provide. You can then decide whether you want to give it to us in order that we may provide the product or service that you require.

All our employees are personally responsible for maintaining customer confidentiality. We provide training and education to all employees to remind them about their obligations. In addition, our policies and procedures are regularly audited and reviewed: Read Scottish Widows Data Protection Notice.

Important information

This material is intended for UK authorised & regulated financial advisers only. It is not intended for onward transmission to retail customers & should not be relied upon by any other person.

View the Scottish Widows T e rms of Business for Intermediaries .

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