Using All The Tools Available to Enhance Client Outcomes

The Insurance Institute of Inverness, the Highlands and Islands is happy to announce that their next event will focus on how you can enhance client outcomes.

Lunch, Tea & Coffee will be provided post event allowing you to network with fellow members.

Agenda: 

11:30am         Introductions

11:35am         Wealthtime: David Edgar

Discover the evolving change in the platform landscape and how technology will have an impact on adviser and client outcomes

12:05pm         Wesleyan: Stewart Dick, 

Overview of the journey from the early days of with profits right through to the most modern on-platform iterations.

12:50pm         Just: Scott McCormack

Option for enhancing drawdown portfolios which will, support more income, improve legacy provision & produce a more sustainable portfolio. 

13:20pm         Q&A

13:30pm         Finish