Tutors

• John Porteous, Group Head of Distribution, Charles Stanley
• Nick Eatock, Chief Executive Officer, Intelliflo
• Rob Tedder, Knowledge...

Tutor:

• John Harrison, Head of Information & Cyber Security, Charles Stanley

Questions asked:

1. How has COVID-19 affected cyber crime?
2. Which types of cyber attack are being used?
3. How can individuals protect themselves?
4. What measures might IFA firms consider?
5. How else can we protect ourselves?

Tutors:

• Hattie Tales, National Account Manager, Pure Retirement
• Matthew Taylor, Senior Business Relationship Manager, Equilaw
• David Burrowes, Chairman, Equity Release Council

Learning outcomes:

1. How the equity release industry is working to protect vulnerable clients as a result of lockdown and social distancing
2. How to factor in...

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:

• Jim Boyd, Chief Executive Officer, Equity Release Council
• 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?

...