The learning points for the talk are • Defining vulnerability • Identifying vulnerability • The FCA’s expectations of advice firms • Recognising potential financial abuse • Good practice • Practical steps in creating a vulnerable client policy for your businessView event details
Why you need to be talking about Directors & Officers Insurance and Employment Practices Liability Cover Now! - A webinar aimed at Financial advisors and PFS members in general.
The webinar is aimed at financial services professionals who may be wondering what these insurances cover and whether they should be buying them. The webinar will briefly explain the history of D&O and how the D&O market place is changing dramatically due to the Covid-19 lockdown and its effect on the economy.View event details
Webinar: Facilitating a virtual meeting: Everything you need to lead and contribute to virtual meetings
Virtual meetings and conference calls are here to stay. Due to circumstances, we have to embrace this way of working. This webinar by Susan Heaton-Wright will support individuals and teams who are new to using virtual meetings, as well as providing more ideas for those who have started.View event details
This webinar will explore the main parts of a contractors insurance requirements.View event details
All forthcoming events
Dealing with the practical application of the Dalamd Limited v Butterworth Spengler Commercial Limited in the defence of negligence claims against brokers.View event details