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Wisdom Wednesday

We’re building on our commitment to provide practical education with the launch of Wisdom Wednesday. Each month brings structured CPD through the Academy, alongside Airi, our AI-powered education assistant, with fresh learning shared across our channels every Wednesday.

Airi

Airi is the IPTF’s AI-powered education assistant, created to support advisers with clear, accessible learning. She helps build confidence in income protection through practical education that complements structured CPD and supports more inclusive, informed conversations with clients.

Her name reflects her purpose: AI Resilience Insurance. Airi is here to bring clarity, confidence and curiosity to the world of income protection.

Through Wisdom Wednesday, Airi shares:

  • bite-sized weekly learning

  • practical insights for advisers

  • fresh thinking on how protection can be smarter, broader and more inclusive

Each month focuses on a different theme, with new videos released every Wednesday on the IPTF YouTube channel. Watch Airi’s introduction to learn more, and follow our social channels for updates!

IPTF Academy

Our academy documents provide structured, practical CPD aligned to each month’s theme. They offer context, analysis and clear adviser takeaways, using data and insight from IPTF research and market reports to explore how income protection and customer needs are evolving. Academy documents are released on the last Wednesday of each month so check back for the latest learning.

January - Education

This month’s Wisdom Wednesday Academy focuses on Education. We explore how the modern Income Protection (IP) customer is evolving and what this means for advisers. This document delivers context, analysis, and adviser takeaways from the market report – Profile of an IP Customer – providing data-led insights into customer behaviours, preferences, and opportunities.

This month, Airi delves into the following topics, bringing the Profile of an Income Protection Customer report to life with clear, bite-sized insights into how these factors shape modern income protection conversations.

  • BMI

  • Occupation

  • Gender

Disclaimer: This material was correct at the time of production and is intended for general informational and training purposes only. The IPTF does not accept any responsibility or liability for actions taken as a result of this content. Advisers and users are strongly advised to check directly with product providers or relevant sources for the most up-to-date information, statistics and figures before making any recommendations or decisions.