Events

This presentation will look at: • The current uncertainties in the market and impact Covid-19 & Brexit has had on individuals & businesses • Customer objections and attitudes towards protection. This will deep dive into certain objections backed up with industry/ONS facts and figures • The importance of protecting lifestyle as well as mortgage protection • Typical providers products vs Guardian • Guardian proposition overview • Advisers objectives

Guaranteeing Income in a Post Pension Freedom World Everyone will have different expectations of their retirement lifestyle but the underlying concern remains the same for most retirees - nobody wants to run out of money. We will discuss the regulatory requirement, consumer demand and operational delivery & best practice of providing a Guaranteed Income in a Post Pension Freedom world. We will look at the recommendations for an effective pension review and how you can deliver a blended portfolio to allow your clients to achieve the balance of freedom and security. There will be a short fun quiz at the end of the session.

A webinar with Julia Holyoake AF7 Revision Sessions (2 Part) Date: Tuesday 23rd June-09.00-12.00. Webinar link will be sent with your confirmation of booking e-mail. This is Part 2 of 2. Once Signed on, both sessions are compulsory. Only 12 Spaces available.

This Session 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.