Pensions, Mortgages, Life Assurance - the things we should have done incl Q&A Session

AXA Insurance
Tuesday, 12 November 2019
12:30 pm – 1:30 pm
    • Mick Norris, PCFP Ltd
    • Peter Ellis, Mortgage and Protection Professional

Cost: Free

Who Should attend?

Those wishing to gain a deeper understanding of the things we should do in our everyday lives to provide for and protect ourselves and our families.

Learning Objectives:

By the end of this session you will be able to have/understand:

  • Pension provision for our futures
  • Life assurance and trusts to protect our families
  • Mortgages, how they work and the different types available

Speaker Bio:

Mick is a Chartered Financial Planner and has been involved in complex pension advice for over 30 years and investment advice for over 25 years. He has a wealth of experience in the profession, having worked for both international and regional firms, before setting up his own firm Professionally Connected Financial Planning in 1999, which became PCFP Limited in 2017.

Peter has been a Mortgage and Protection professional for 35 years. He has a wealth of experience, working for major Insurers, Building Society, a director of his own company and self employed.

Parking

Please note that parking at AXA's offices is for their staff only. Please park on the nearby Middlebrook Retail Park.

Venue
  • AXA Insurance
  • Parklands, Middlebrook
  • Horwich
  • BL6 4SD
View map

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.