Shorts

Tutor:

• Sean Osborne, Head of National Accounts, Charles Stanley

Questions asked:

1. What’s the key difference between last year’s Book of Stories and 2.0?
2. How does the Book of Stories 2.0 help advisers to engage with the next generation?
3. Has the pandemic created any challenges for advisers when engaging with the next generation within a...

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?

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...