Webinar - A Changing World: Pensions

Thursday, 29 October 2020
12:00 pm – 1:00 pm
    • Stephen Wilkinson FCII APFS

The impact of 2020 on retirement plans

Who should take part?

This presentation is applicable for financial advisers and planners and people accumulating their own pensions (everyone?)

Overview:

The COVID-19 outbreak has created significant turmoil on financial markets. Combine this with uncertain economic climate, business failures and rising unemployment, pension planning is under severe pressure. Yet, our clients are relying on us to make sure their pension plans continue as normal. Stephen will explore the challenges for financial planners and share his ideas on servicing and supporting clients in a crisis.

Learning Objectives:

By the end of the webinar the delegates will have gained insights into:
• The dynamics of retirement income planning
• Identifying and supporting vulnerable clients
• The benefits of cashflow modelling and wider financial planning
• Adapting ongoing adviser service to the changing needs of the client

Speaker Biography:

Stephen Wilkinson FCII APFS has worked in the insurance and financial planning business for 52 years. He is a chartered and certified financial planner specialising in later life advice and retirement planning. His career has involved working in insurance claims, underwriting, broking and now financial planning. He is Life Vice President Insurance Institute of York and Chartered Champion for the Yorkshire Region Personal Finance Society. He has worked on local, regional and national committees for the CII and PFS. He is a liveryman of the Worshipful Company of Insurers and a Freeman of the City of London.

If you would like to take part and obtain a copy of the link, please contact Ian Chapman - iananthonychapman77@outlook.com
Places are strictly limited.

The Insurance Institute of Halifax values and respects diversity and strives in all of our activities to take account of and respect the interests of all people it serves. There is an expectation that all speakers / presenters and attendees will act in this way too. Please see our Equality Policy on our website.

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.