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Financial Liverpool - Relevant Life and Business Protection
Thursday 12 June 2025, 11:00 am - 12:00 pm
Simon Wood, Protection Account Manager, Aviva
CPD
Following our May IHT Masterclass event, we are delighted to host a webinar to help those providing advice to Business Owners, Shareholders and Senior Employees.
In this webinar, Simon Wood of Aviva will discuss all things Relevant Life, looking at technical and tax aspects as well as the marketing opportunities that exist for Financial Advisers.
This is a great webinar for new entrants into Financial Planning, a refresher for those already working in the space and for general interest.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour 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/learning/cpd/.
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Tue 6 May 2025, 3:00 pm - 5:00 pm
Weightmans LLP
Lorraine Wilson, Principal AssociateDavid Stein, Investment Director
CPD
