TMA WEBINARS ON DEMAND.

Royal London

Business Health Check

Date recorded: June 2022
CPD: 30 minutes

After watching this webinar, you’ll be able to:
• Confidently use Royal London’s personalised insight report
• Analyse your business activity using data and MI
• Identify risk areas and opportunities of your business to increase revenue and profitability

Leeds Building Society

Shared Ownership

Date recorded: June 2022
CPD: 5 minutes

In this video, Heidi Deaton BDM for Leeds focuses on Shared Ownership mortgages and how Leeds criteria can support your customers with low deposits.

Leeds are widely thought of as one of the best Shared Ownership lenders and have won What? Mortgage best share ownership lender numerous times.

Leeds Building Society

RIO

Date recorded: June 2022
CPD: 5 minutes

Siobhan McMenamin BDM for Northern Ireland takes you through Leeds Building Society’s Retirement Interest Only proposition.

RIO mortgages are affordability assessed so differ from other later life lending options. They can be processed with standard CeMap and don’t require equity release qualifications.

Royal London

The business protection opportunity and why it’s now even more important

Date recorded: June 2022
CPD: 45 minutes

After watching this webinar, you’ll have an understanding of:

• The impact of Covid-19 on small business owners and the solutions available to help protect their business.
• The opportunities of talking about business protection with all your SME clients.
• How to position potential risks during your protection conversations to support better engagement with new and existing clients.
• How to build a business protection solution for your clients using a Business Menu Plan.

Royal London

Unlocking protection opportunities in the UK rental market

Date recorded: June 2022
CPD: 30 minutes

After watching this webinar, you’ll have an understanding of:
• How and why the rental market has grown in recent years
• The needs of tenants and how to build a protection Menu Plan for them
• The protection opportunity in this sector
• How Royal London can support you in this market

Royal London

Counting down to the Consumer Duty – start getting ready now

Date recorded: June 2022
CPD: 1 hour 10 minutes

After watching this webinar, you’ll:

• Understand the key changes underpinning the Consumer Duty
• Understand what the new rules and guidance will mean for protection advisers
• Have an awareness of what advisers like you are saying about it – how they see their business adjusting, how prepared they currently feel and whether they have any plans in place to get themselves ready in time
• Be more confident using the tools and solutions we offer to help you to start getting ready now.

Leeds Building Society

New Build Criteria

Date recorded: June 2022
CPD: 5 minutes

In this video, Jacqui Weddell BDM for the northeast talks through Leeds Building Society criteria for new build properties and how Leeds can help your customers circumstances.

There is also some handy information about Leeds 6 plus 6 months offers extensions.

Leeds Building Society

Investment sector

Date recorded: May 2022
CPD: 15 minutes

In this webinar James Cutter, Corporate Account Manager, focuses on the investment sector of Leeds Building Society.

This is a key segment in term of lending opportunity and includes Buy To Let, HMO, Holiday Let and Second Home.

GET IN TOUCH
– Contact your BDM or call the office BDM team for new enquirires on 0345 045 4050
– Use the online Broker Chat service
– Call the Mortgage Service desk for case updates on 0345 48 00 61
– Visit their website, www.leedsbuildingsociety.co.uk/intermediaries/

Royal London

Making Income Protection an essential part of the menu conversation

Date recorded: March 2022
CPD: 1 hour

In this webinar, our Protection Development and Technical Managers, Shelley Read and Gregor Sked, discuss the importance of including Income Protection as part of a Menu Plan. We’ll explore common objections to buying Income Protection and provide tips and ideas to help overcome these.

Learning outcomes:

• Have a better understanding of what happens when someone is off work sick and the level of state sick pay support.
• Understand how to deal with objections to buying Income Protection.
• Be able to create a bespoke report to show the risks clients face and the probability of making a claim.
• Have a clear understanding of which clients particularly need to discuss Income Protection.
• Understand how to use the Royal London menu tool to start a conversation about Income Protection.
• Be able to describe the additional features included in Royal London’s Income Protection policies.
• Know how to build a cost-effective menu-based solution to include Income Protection to suit your client’s needs and budget.

Royal London

What’s on the menu?

Date recorded: February 2022
CPD: 1 hour

In this webinar Royal London will explore support and ideas to help have compelling menu conversations – including tools to demonstrate the risk, the chance and probability of making a claim, the new Royal London Menu Tool, plus simple ideas to uncover any protection gaps.