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Intergenerational Wealth Planning Tutors:
- John Porteous, Head of Distribution, Charles Stanley
- Charlotte Lambeth, Senior Investment Manager, Charles Stanley
- Danby Bloch, Head of Editorial Strategy, Platforum
Learning outcomes:
- Why the Covid pandemic has transformed the conversation around intergenerational wealth transfer
- Why each family and its set of circumstances is...
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Book of Stories 2.0 Tutor:
- Sean Osborne, Head of National Accounts, Charles Stanley
Questions asked:
- What’s the key difference between last year’s Book of Stories and 2.0?
- How does the Book of Stories 2.0 help advisers to engage with the next generation?
- Has the pandemic created any challenges for advisers when engaging with the next generation within a...
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Answering your questions. Aldermore and e.surv lift the lid on valuations Tutors:
- Ben Culley, Property Risk Manager, Aldermore
- Tim Bishop, Surveying Quality Manager, e.surv
Learning outcomes:
- The difference between a mortgage and a full Red Book valuation
- How surveyors and lenders arrive at valuations
- Emerging risks in the property market
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The Use of Technology During Lockdown Tutors
- John Porteous, Group Head of Distribution, Charles Stanley
- Nick Eatock, Chief Executive Officer, Intelliflo
- Rob Tedder, Knowledge...
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Top tips on cyber security Tutor:
- John Harrison, Head of Information & Cyber Security, Charles Stanley
Questions asked:
- How has COVID-19 affected cyber crime?
- Which types of cyber attack are being used?
- How can individuals protect themselves?
- What measures might IFA firms consider?
- How else can we protect ourselves?
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Equity release industry: working through lockdown Tutors:
- Hattie Tales, National Account Manager, Pure Retirement
- Matthew Taylor, Senior Business Relationship Manager, Equilaw
- David Burrowes, Chairman, Equity Release Council
Learning outcomes:
- How the equity release industry is working to protect vulnerable clients as a result of lockdown and social distancing
- How to factor in...
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Creating a successful digital advice model Tutor:
- Mark Loosmore, Executive General Manager - Wealth, Iress
Questions asked:
- Why should data be at the heart of an adviser firm's business?
- What are the benefits of automating your business processes?
- Which tools should adviser firms consider when offering digital client engagement?
- How can digital tools help with...
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The complexity of the buy-to-let mortgage market Tutor:
- Matt McCullough, National Sales Manager, Residential Mortgages, Aldermore
Learning outcomes:
- How Coronavirus is impacting on the BTL market
- Why the BTL market is becoming more complex but offering greater choice to clients
- The importance of basing business on value for money principles rather than initial cost
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The value of advice and how it's changing 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:
- Understanding how client behaviours and advice is changing
- How these changes are affecting intergenerational wealth planning...
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A perspective on equity release & social care Tutors:
- Jim Boyd, Chief Executive Officer, Equity Release Council
- Lord David Willetts, Chairman, Resolution Foundation
- Steve Webb, Partner, Lane Clark...
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The value of cashflow modelling Tutor:
- Rob Tedder, Client Cashflow Solutions Manager, i4C
Questions asked:
- How important is cash flow modelling as a part of the financial planning process?
- In the current climate, planners are adapting to remote meetings, can cashflow planning be easily added to this process?
- There are some advisers who are yet to fully embrace...
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Technology's growing influence on the advice industry Tutor:
- Nick Eatock, CEO, Intelliflo
Questions asked:
- Why is the use of technology so important to the advice industry?
- Is the current crisis accelerating the adoption of technology
- Will advice technology evolve to keep up with advisers’ needs in the future?
- Have you seen changes in advisory firms and/or clients’...