Using All The Tools Available to Enhance Client Outcomes

Macdonald Drumossie Hotel
Wednesday, 21 February 2024
11:30 am – 1:30 pm (UK time)
    • David Edgar, Wealthtime
    • Stewart Dick, Wesleyan
    • Scott McCormack, Just

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

Venue
  • Macdonald Drumossie Hotel
  • Old Perth Rd
  • Inverness
  • IV2 5BE
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

2 hours' 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.