Helping your clients navigate life’s later stages – retirement to loss
About this Event
On behalf of the PFS Lancashire, Merseyside and Cumbria region & The Insurance Institute of Bolton we invite you to a half day CPD event of learning and networking.
The event will comprise of three speakers, giving you a combined total of 2hours and 30 minutes’ CPD.
Our first speaker, Zoe Hamilton - Wynne at the National Bereavement Service will present for an hour including understanding why the FCA regard bereaved people as vulnerable.
We are joined by our second speaker, Martin Lines at JUST who will be presenting Retirement – Adding Clarity to the Complex.
Our third speaker, Victoria Motley from Forbes Solicitors will be providing an update on the importance of A Power of Attorney (PoA) for your clients.
We look forward to welcoming you, please register your place as soon as possible.
Agenda
8:30 AM - 9:00 AM
Registration with breakfast refreshments
9:00 AM - 10:00 AM
Presentation by the National Bereavement Service
Zoe Hamilton Wynne
10:00 AM
Retirement – Adding Clarity to the Complex with JUST
Martin Lines
10:45 AM
Coffee Break
11:00 AM - 11:45 AM
Power of Attorney Update with Forbes Solicitors
Victoria Motley
11:45 AM - 12:00 PM
PFS Local Event & Local Institute Update / Event close
Venue