The Identification and Handling of Vulnerable Clients and the Rise and Rise of Later Life Lending

AXA Insurance
Tuesday, 14 January 2020
12:30 pm – 1:30 pm
    • Stuart Wilson, Corporate Marketing Director, Key Group, including More2Life

Cost: Free

Who Should attend?

Those wishing to gain a deeper understanding of the identification and handling of vulnerable clients and the impact of later life lending on social care and vulnerable clients.

Learning Objectives:

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

  • Gain insights into the process of spotting and dealing with vulnerable clients.
  • Understand the outcomes of more2life research into vulnerability with financial advisers.
  • Learn more about the growth of the later life lending market, its impact on social care and potentially vulnerable clients.

Speaker Bio:

Stuart joined as the B2B Marketing Director for Key Group in July 2014 and heads a team responsible for the marketing of a range of Group brands including one of the sector's biggest lenders, more2life. He has over 30 years of experience in the Financial Services sector, working for a range of well-known brands including Friends Provident, Abbey Life, Just Retirement and LV=. He also ran his own marketing agency specialising in helping advisers working in the mortgage market.

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.