Zoom PFS CPD session - Helping to keep you and your clients financially resilient

Wednesday, 29 November 2023
9:00 am – 10:00 am (UK time)
    • Paul Dewick, Account Manager, LV

We are delighted to welcome Paul Dewick of LV for this online training workshop.

Session Overview:

The cost of living crisis refers to a period of time during which the cost of everyday essentials like food and bills increases more quickly than average household income.

The UK has been experiencing a cost of living crisis since late 2021.

Although the cost of living crisis affects us all, those of us on lower incomes are disproportionately impacted.

Venue: Online via Zoom, Theresa will issue the link to attendees the day before.

Timing: Session starts 9.00am and finishes at 10am.

Learning objectives

  • Helping clients make informed decisions
  • Protecting mortgages and income
  • Using tools and calculators to help clients understand the need for protection
  • Using value added services to help retain clients

Paul Dewick - LV

Account manager looking after protection advisers in Scotland and Northern Ireland.

Spreading the word on the award winning LV= Income Protection plan, Critical Illness cover and a master of all things Business Protection.

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.