Previous events
All previous events
Financial Liverpool - Communicating Adviser Value in a Fee Based World and how can it support Consumer Duty?
The Advice Value Proposition is changing and so are client expectations. Driven by regulatory/technological pressure & many other economic impacts, the adviser/client relationship has never been more important navigating clients through challenging times. Vanguard have long been a supporter of the advice market and their extensive research, carried out over several decades, helps us support the evolution of the modern advice practice. Angie Staunton will share Vanguard’s latest research and help us focus on the things that matter to clients while encouraging us to think about how to better articulate the “Value of Advice”.
View event detailsInflation and the implications for insurance
Inflation and the insurance considerations This session on inflation considers what affect increasing inflation has on business insurance – what clauses and cover issues brokers and insurers need to consider for various classes of cover
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Financial Liverpool - AGM and Prudential's tax year end planning
Financial Liverpool will hold their AGM where members will be asked to agree on committee membership and will follow with a survey to ensure that Financial Liverpool continues to serve members in the best way possible. Prudential will then discuss tax year end planning for direct investors, in light of the changes to dividend and capital gains tax in the Autumn Budget.
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