Webinar - PFS - Value of Added Value Benefits to a Life Plan
The Exeter Council are pleased to welcome Lisa Aggett of Scottish Widows for this PFS webinar training session.
Session Overview:
The second in a series of protection sessions provided by Scottish Widows for PFS members available online.
The event joining link will be sent out by Theresa Atal the day before the webinar.
Learning objectives:
At the end of the session attendees will be able to understand more about:
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Current saving behaviours and drivers for pension tax relief and state pension reform.
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The latest retirement income statistics and customer behaviours.
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Pension death benefits in the news.
Lisa Aggett - Scottish Widows
Lisa has worked in the industry for 30 years in the main more so Protection but recently Scottish Widows moved Lisa over the Holistic arena and now working alongside Wealth Advisers assisting them to grow their business whether Pensions, Workplace, Annuities or Protection.
Lisa is very passionate about Protection and as we all know a product that is under sold but can take time to conclude the sale but so worth it.
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.