I’m writing to share with you a first look at our new protection special edition of Techtalk.

What is Techtalk?

Techtalk is our free online magazine for advisers about what’s going on in the industry.  Issued to 12,500 advisers by post and email, its popularity is due to the non-sales, non-promotional approach of the articles. With articles written by industry experts, the overall theme is to anticipate, interpret and forecast key industry changes and regulation.

What’s in the protection special edition?

It covers a range of important protection planning aspects for individuals and business owners alike, that can help you and your protection business.

Johnny Timpson, our industry expert, has written a number of articles on financial resilience, looking at:

  • Critical illness
  • The benefit cap
  • Learning’s from the Seven Families project and what could be done next to address the growing protection need.

We’ve also got a number of articles covering protection and estate planning, which look at:

  • Discretionary trust ten year anniversary inheritance tax charges
  • Lasting Powers of Attorney and why planning for mental or physical incapacity should sit alongside any planning for ill health or unexpected death
  • Why care should be taken in choosing trustees
  • Holistic inheritance tax planning
  • Using protection policies to cover potential inheritance tax bills.

Whilst for business protection, we have a case study that looks at the benefits of Relevant Life Planning for IT contractors (a growing client type opportunity).

What next?

For more information on Scottish Widows protect, please visit our Scottish Widows Protect Centre.

If you don’t have an existing agency number with Scottish Widows, you can find out how to get started here.

Yours sincerely

Tim Fox
Protection Distribution Manager

 
 
 
 
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