Stand-Up to Domestic and Economic Abuse
The CII is marking International Women’s Day on 8th March by presenting a webinar hosted by Dame Inga Beale on the role the insurance sector can take in Standing up to Domestic and Economic Abuse.
Mon 08 Mar 12:00 pm – 1:30 pm
Live Webinar - How Transaction Charges Impact Your Client Conversation
Live webinar - hosted by Graham Findlay of BMO In this presentation Graham Findlay outline the post MiFIDII calculation methodology required to identify the total cost of ownership of an asset structure. Graham will work through case studies to highlight the benefits of a thorough analysis of ownership costs.
Thu 11 Mar 11:00 am – 11:45 am
Live Webinar - Bond top-slicing and 2021 Budget review
Live webinar - hosted by Cathy Russell of Canada Life Identifying and providing practical examples of the differences in top-slicing methodology following recent budget changes. Update on any changes following the 2021 Budget
Tue 23 Mar 10:30 am – 11:15 am
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Webinar - Sales Process, Planning and Pipeline Management
This webinar will provide an overview of the core sales process, its importance and the key activities at each stage. We will look at the advantages of establishing, documenting, and understanding your Ideal Client Profile (ICP), the multi-factorial approaching in creating your own ICP, the ongoing qualifications of prospects against ICP, sales plans and its core components planning for success, the pipeline management and the use of CRM.
Wed 24 Mar 11:00 am – 12:00 pm
Nick Thomas, Nick Thomas & Associates
Live Webinar - All you need to know about the Trust Registration Service
Live webinar - hosted by Anne Slater-Brooks of Triplepoint Consulting and Kevin Raferty of QB Partners In this presentation Anne Slater-Brooks will outline the key points of the Trust Registration Service and the obligations of trustees following the implementation of the 5th Money Laundering Directive (5MLD) through case studies and real-world examples Kevin Raferty will identify the planning and advice opportunities created by 5MLD and the Trust Registration Service.
Thu 25 Mar 1:00 pm – 2:30 pm
Live Webinar - Review of Investment Markets, Outlook & Q&A
Live webinar - hosted by John Wyn-Evans of Investec Wealth & Investment In this presentation John Wyn-Evans will highlight recent performance of markets during 2021 and provide a view of future direction. Questions are invited ahead of the session. Wayne Harding of IW&I will also provide a brief service update
Tue 13 Apr 10:30 am – 11:30 am