Bankhall events

Join us at a Specialist Mortgage & Protection Live event near you!

Visiting five locations across the country, Specialist Mortgage & Protection Live will delve into the ever-changing landscape of the mortgage and protection markets.

These sessions will provide you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Join us at a Specialist Mortgage & Protection Live event near you!

Visiting five locations across the country, Specialist Mortgage & Protection Live will delve into the ever-changing landscape of the mortgage and protection markets.

These sessions will provide you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

Join us at a Specialist Mortgage & Protection Live event near you!

Visiting five locations across the country, Specialist Mortgage & Protection Live will delve into the ever-changing landscape of the mortgage and protection markets.

These sessions will provide you with an opportunity to develop the services you offer, and ultimately help you to improve outcomes for your customers.

In this webinar we’ll be discussing the impact on parents of a child being seriously ill, the added costs of illness alongside loss of earnings and how having insurance in place makes such a positive difference to families.

Our Head of Protection Development, Emma Thomson, will be joined by a panel of experts to discuss this important aspect of protection and share real life stories.

There will be plenty of opportunity for delegates to ask our panelists any questions they may have on this topic too.

Has your career developed to include responsibility for the training and oversight of others?

Hosted by our National Learning Manager, Dan Armitage, this Skills Workshop will provide you with the tools you need to thrive in your role as a supervisor, and to help get the most out of those around you.

This virtual workshop is designed to enhance your core skills when delivering support to your direct reports to strengthen employee performance and engagement.

Join our National Learning Manager, Dan Armitage, in a Skills Workshop designed for experienced investment and pension advisers.

This virtual workshop will provide you with an insight into the findings of advice file reviews, and support you in enhancing your own methodology and approach with your customers.

By the end of the session you will be able to discuss the key issues discovered by Bankhall’s file checking teams in relation to investment and pension advice, while enhancing your own capability to construct advice files.

Join our National Learning Manager, Dan Armitage, in a Skills Workshop designed for experienced mortgage and protection advisers.

A refresher session on the advice process, this virtual workshop will focus on the best practice principles of advice, and how you can enhance your own methodology and approach to support your customers.

This session will be particularly helpful for those looking to extend their advice portfolio into new product areas, giving you an insight into the findings of advice file reviews.

Is underwriting a bit of a mystery? Do you want to improve your understanding of underwriting risks and rules? Keen to know how to secure the best terms for your clients? Then join us for these special webinars where we’ll be getting under the skin of underwriting.

During the series our Head of Protection Development, Emma Thomson, will be joined by underwriters Steve Baldry, Simon Jacobs, James Hetherington and Clark Robertson from UnderwriteMe, who have over 60 years of underwriting experience between them. They’ll be discussing underwriting rationale and processes to help advisers improve their knowledge of common health, lifestyle and avocational risks to secure cover for their clients. This will be an interactive session so there will be plenty of opportunity to ask our experts any underwriting related questions!

In Episode 2, we’ll be covering mental health; how it is underwritten together with how underwriting is evolving in this area.

In the current economic climate, the outlook for fixed income has become challenging, especially since interest rate increases can have a detrimental impact on capital values. At the same time we have seen significant movement in annuity rates, prompting many to revisit guaranteed income. Add to that the need for personalising any secure income accounting for each person’s own medical and lifestyle situation and the benefits of a guarantee could significantly improve the level of income available.

In this session, Just will uncover some of the important areas where a bit of extra detail can make a big difference. They will also look at the valuable death benefit options and give an update on the significant rate changes we’ve seen in recent months.

This session will bring you right up to date with the developments in underwriting and show you how guarantees can help your clients achieve a better later life.

This session will earn you up to 60 Mins CPD.

Learning outcomes

• Understand the importance of lifestyle and medical information in personalising advice.
• Explore the death benefit options available with an annuity.
• Discuss the benefits of disclosure to your clients and the difference this can make.

Do you want to know how to support business owners in the world of protection?

Join our National Learning Manager, Dan Armitage, for a Skills Workshop designed to hone your customer protection skills, ensuring the provision of first-class outcomes.

In this virtual workshop, you will learn more about relevant life insurance, key person insurance, shareholder protection, plus much more.

We have fundamentally redesigned children’s cover to better suit every family’s needs, de-coupling adult and children’s cover, allowing the flexibility to select both the quality of cover and sum assured from £10 to £100k.

It also includes a new and unique Pregnancy & Early Childhood cover, with a premature birth hospital stay benefit, which has been specifically designed for those customers who are planning to start a family or add to their family. We will get into detail about children’s cover, looking at definitions and dissecting the cover. We shall look at the support available from Zurich and best advice systems, together with the portal quotations journey, and how you get additional quotes from Zurich’s Life Protection Platform

This session will earn you up to 60 mins CPD

Learning outcomes:

• Be aware of the Children’s cover variants offered by Zurich
• Be aware of how Zurich Children’s cover compares to the market.
• Be aware of which best advice systems and portals will return quotes for Zurich and the quote variants available.
• Know what support and help is available from Zurich.

Great Point believe that investment into the creative industries is an attractive option for investors and worthy of consideration for those looking to maximize diversification in a market heavily skewed towards renewable energy and infrastructure assets.

This session will earn you up to 60 Mins CPD.

Learning outcomes

• Have an insight into the creative industries and understand the opportunity it presents for investors.
• Understand the need for content finance, how a deal is structured, the different stages of content financing and the risks associated with this type of lending.
• understand how investment into the creative industries fits into the wider Business Relief market and helps achieve diversification of assets.
• be able to identify typical investor profiles and client planning scenarios.

Join Royal London to find out exactly what “The Good Parent Portfolio” entails, and how advice on wills, trusts, guardianship and protection can help deliver holistic financial advice to your clients.

They’ll then look at the tools, support and material available on the Royal London Adviser site, to help you have these conversations. And finally how this can be embedded into your own business process.

This session will earn you up to 60 Mins CPD.

Learning outcomes

• Explain exactly what 'The Good Parent Portfolio' is, and how advice on wills, trusts, guardianship and protection provide true value to your clients.
• Have a better awareness of the tools, support and material available on the Royal London Adviser site, to help you have these conversations.
• Be confident in embedding this process into your own business model.

Join Royal London for a session where they’ll discuss the advantages to both clients and advisers of writing protection policies in a Menu Plan. They’ll consider which clients could benefit from a Menu Plan approach and why as well as how to build a solution and evaluate the advantages of a menu plan approach versus a more traditional way of arranging protection policies.

This session will earn you up to 60 Mins CPD.

Learning outcomes

• Have a better understanding of the advantages of writing policies in a Menu Plan for both clients and advisers.
• Build a cost-effective menu-based solution to suit client’s needs and budget.
• Be confident in explaining the wide range of services available through Helping Hand.

M&G will provide insight into the role Listed Infrastructure can play in a traditional portfolio, looking at diversification in particular. M&G will bring the asset class to life sharing stories of how infrastructure will need to be utilised to aid climate change, such as building flood barriers, protecting agriculture, and future homes.

Learning Outcomes

Throughout the session you will gain insight into how Listed Infrastructure can complement an investment portfolio from a diversification perspective. Perhaps relevant if you are no longer seeking to hold property as an asset class due to liquidity concerns. The session will also provide interesting stories to share with clients around how listed infrastructure can not only bolster investment returns but support personal objectives around climate change.

This Session will earn you up to 60 mins CPD

In this session, we’ll take a look at how low-cost multi-asset can offer value through the lens of diversification and long term return potential, there is more to it than meets the eye. We will also give an up-to-date house view on markets.

This session will earn you up to 60 mins CPD

Learning outcomes:

• Understand the driving factors behind equity and bond market performance in 2023
• Discuss key macro themes, such as the future trajectory of inflation and interest rates, that will impact markets in 2024
• Explain the importance of investing for the longer-term and the relationship between risk and reward
• Describe the key aspects of low cost multi-asset investing