Paraplanners’ Assembly

‘What living with cancer means for financial planning’

CPD certificate of attendance request

Thank you for watching the Paraplanners’ Assembly vodcast, ‘What living with cancer means for financial planning’.

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

From watching this recording, you should be able to understand:

How cancer prevalence is projected to increase in the UK and the key factors driving this growth.
Why cancer should be considered a financial planning scenario, alongside other major life events and risks.
The long-term financial, physical and emotional impacts of living with and beyond cancer.
How protection products can help clients manage the financial consequences of a serious illness diagnosis.
The role paraplanners can play in incorporating protection and health-related risks into cashflow planning and client recommendations.
How supporting clients through foreseeable health risks aligns with Consumer Duty and good client outcomes.

This webinar qualifies for 35 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

Please complete the form below and one will be sent to you automatically.

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 .

Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Your privacy and the security of your email address data is very important to us, click here to view the Scottish Widows Legal & Privacy Policy.