Business Protection Workshop

Royal Victoria, Crowne Plaza, Sheffield
Wednesday, 18 October 2017
9:00 am – 4:00 pm
    • Robert Betts, Legal & General

Agenda

Registration - 9.00am Tea/Coffee

Workshop Starts - 9.30am - Research, Marketing, Case Study

Tea/Coffee - 11.00am

Workshop - 11.15am - Case Study, Solutions tax & trusts, relevant life plans

Lunch - 12.45pm

Workshop - 1.30pm - Articles of association & reading company accounts

Workshop closes - 4.00pm

Learning Outcomes

1

Understanding the need for business protection. The demographics of the market and the need for business protection products

2

Evaluate the risk areas that business protection products protect

3

Identify how to set up different types of business protection policies including tax implications and setting sums insured

4

Define the criteria for a relevant life plan and how these policies are structured in a tax efficient manner

5

Recognise the role of a businesses articles of association and shareholders or Partnership agreement when advising on insuring the shareholding in a business

6

Work through a set of business accounts to identify the protections needs and calculating cover for Key Person, Loan and Shareholder Protection.

Venue
  • Victoria Station Road
  • Sheffield
  • S4 7YE
View map

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

6 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.