Tutor:

• Mark Loosmore, Executive General Manager - Wealth, Iress

Questions asked:

1. Why should data be at the heart of an adviser firm's business?
2. What are the benefits of automating your business processes?
3. Which tools should adviser firms consider when offering digital client engagement?
4. How can digital tools help with...

Tutor:

• Matt McCullough, National Sales Manager, Residential Mortgages, Aldermore

Learning outcomes:

1. How Coronavirus is impacting on the BTL market
2. Why the BTL market is becoming more complex but offering greater choice to clients
3. The importance of basing business on value for money principles rather than initial cost

Tutors:

• John Porteous, Group Head of Distribution, Charles Stanley
• Lee Robertson, Co-Founder and Managing Director, Octo Members
• Tsitsi Mutiti, Investment Manager, Charles Stanley

Learning Objectives:

1. Understanding how client behaviours and advice is changing
2. How these changes are affecting intergenerational wealth planning...

Tutors:

• Lord David Willetts, Chairman, Resolution Foundation
• Steve Webb, Partner, Lane Clark...

Tutor:

• Rob Tedder, Client Cashflow Solutions Manager, i4C

Questions asked:

1. How important is cash flow modelling as a part of the financial planning process?
2. In the current climate, planners are adapting to remote meetings, can cashflow planning be easily added to this process?
3. There are some advisers who are yet to fully embrace...

Tutor:

• Nick Eatock, CEO, Intelliflo

Questions asked:

1. Why is the use of technology so important to the advice industry?
2. Is the current crisis accelerating the adoption of technology
3. Will advice technology evolve to keep up with advisers’ needs in the future?
4. Have you seen changes in advisory firms and/or clients’...

Tutor:

• Vince Smith-Hughes, Head of Business Development, Prudential plc

Questions asked:

1. What has the FCA reaction been to the crisis?
2. Are there concerns that people have been taking too much out of their pension pots?
3. What should advisers do regarding contact for those clients already in drawdown?
4. What strategies can an...

Tutor:

• Richard Kateley, Head of Specialist Protection, Legal...

Tutor:

• Martin Lines, Business Development Group, JUST

Questions asked:

1. What is a vulnerable client?
2. Who is vulnerable?
3. What should firms be doing in the current crisis when it comes to vulnerable clients?
4. What are the key areas of vulnerability to focus on?
5. Any practical tips?

...

Tutor:

• Tessa Lee, Managing Director, moneyinfo

Questions asked:

1. What’s changed in your world since February?
2. Are there any positives to take from what’s happening?
3. How is moneyinfo helping advisers adapt to the new way of working?
4. Do you think life will return to normal after the lockdown is lifted?
5. How can advisers...

Tutors:

• Richard Gould, Business Development, Cazenove Capital
• Martin Heale, Director, Schroders US Wealth Management

Learning outcomes:

1. How to establish if your client counts as an American when it comes to tax
2. The responsibilities of a financial adviser to establish if a client counts as an American
3. How US tax authorities treat...

Tutor:

• Colin Fitzgerald, Distribution Director, Legal & General Group Protection

Learning outcomes:

1. How to provide an effective absence management service should absence occur
2. How group income protection compares to state benefits
3. What group income protection consists of