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  Sandwich generation - overview

CII accredited

CPD learning materials

We know how important it is for you to continuously develop your understanding and knowledge. That's why with our sandwich generation materials, you can gain hours towards your Continuing Professional Development (CPD).

Behavioural science and the sandwich generation - overview

This module consists of the seven learning materials contained within the named tabs below, followed by a self-assessment test. To gain access to the test, we just need a few details from you.

Learning outcomes


By reading and watching the accompanying learning materials you’ll be able to:

  1. Explain why the sandwich generation is an important opportunity and how behavioural science can help you have more effective conversations with these clients. 

  2. Explain how emotional well-being is an important influencer alongside financial well-being and how to use it to overcome inertia with sandwich generation clients. 

  3. Describe how you can better understand a sandwich generation client’s decision making using techniques from the MINDSPACE model. 


Recommended CPD hours: 30 minutes

You can read our Sandwich Generation book to earn more CPD hours.

The material in this section was first published in 2014 as part of the Aviva Sandwich Generation study. It has not been updated but is available for your reference

Learning materials for this module:

Behavioural science tips

Mindspace guide

View the behavioural science tips 

Understanding the sandwich generation

Sandwich generation infographic

The sandwich generation opportunity

Who are the sandwich generation

How behavioural science can help you advise the sandwich generation

Unlocking client motivations

How behavioural science can help you make difficult conversations with clients easier

Self-assessment and feedback

We’ve created a self-assessment test for you to demonstrate your learning. To get the test, fill in the details below.
By registering your details you are agreeing to future contact from Aviva regarding its products and services.

By registering your details and providing this information you consent to being contacted by Aviva and its agents. We will use your details to ensure you don't miss out on offers and promotions. We have a range of products and services that may be of interest to you and we would like to tell you about them from time to time by post, telephone, e-mail and other electronic means.
We try to ensure contacts are timely and relevant, and limit the number of contacts that you will receive. You will be given the opportunity to opt-out of these communications when you receive these contacts.


If you have any questions you can email them to cpd@aviva.co.uk

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WA01349 11/2016