Name: Protecting your loved ones
Start: 2026-05-27T12:30:00Z
End: 2026-05-27T18:00:00Z
Location: Brodies-Glasgow

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.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 3 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/learning/cpd/.

Protecting your loved ones

Venue

CII Accredited

Onshore Bonds in the current Fiscal Environment

Rest, Recover, and Recharge