Book your place! Hosted by your regional Chair, Mark MacLean, this 1 hour CPD webinar session uses a real case study to highlight the importance of knowing your client’s family and when good advice isn’t necessarily best advice. Learning Objectives:… Read More »Pensions – Planning Death Benefits for Minors and other Dependents
FINE TUNE YOUR FINANCIAL PLANNING SKILLS If you haven’t visited the pfspower.org website yet, now is the time. Explore the extensive digital hub for financial planning skills, where brand new content is added every week, including a weekly live webinar… Read More »POWER
(Webinar) Thursday 31 March 2022, 9:30 am – 10:30 amRegister here Your website is your shop window. It’s where potential clients start to decide whether you are the right adviser or planner for them. And, you have no right to reply. That… Read More »10 mistakes financial advisers and planners make with their website
Webinar: Watch On Demand. In February Hiten Parmar of Foresight Group joined us to discuss the key benefits of business relief, where Business Relief is appropriate in client portfolios and how sustainable investing can benefit Business Relief funds. With allowances… Read More »How sustainable investing can combat the squeeze on Inheritance Tax
With £5.5 trillion set to pass between generations over the next 30 years, it is clear that this wealth transfer represents one of the greatest opportunities for the financial advice sector. Yet, generational shifts in attitudes and ways of accessing… Read More »A Changing World: Opportunities for Financial Advisers