Protecting your loved ones

The Personal Finance Society is pleased to invite you to an upcoming CPD event focused on protecting your loved ones and business interests. This session will bring together expert speakers from Royal London, Legal & General, Vitality, and Brodies LLP, who will share practical insights across life insurance, critical illness cover, income protection, and family income benefit. The day will explore how advisers can structure effective protection solutions for both personal and business clients, highlighting current best practice, common planning pitfalls, and opportunities to add meaningful value through robust protection advice.

Registration from 12.30.

Presentations & discussion from 1pm-5pm.

Buffet lunch provided and refreshments/networking from 5pm-6pm.