Quilter Cheviot Advisor Roadshow

Agenda:

Session 1: Outlook or look out? Investment Update

Learning objective: To understand the current state of markets after a difficult 2022, what the fundamentals tell us about each sector and what we may see over the course of 2023

Session 2: Living (and advising) in a post-Consumer Duty world (The Lang Cat)

Learning objective: To understand how Consumer Duty will impact financial advice and planning, how to ensure you protect your client’s from unforeseen harm and how to apply Consumer Duty regulation objectives to secure better client outcomes

Session 3: Post-mortem financial planning – continuity of advice and retaining client relationships (with David Denton).

Learning Objective: To understand how better post-mortem planning can deliver optimal client results and extend the adviser-client relationship in to the next generation

Session 4: Building an MPS solution for tomorrow’s world

Learning Objective: To understand how by directly investing in securities, an MPS can shield itself from barriers presented by Consumer Duty and CGT and deliver optimal client outcomes

Breakfast and lunch are included in this event.

To book your place at this event, please click the link below:

https://insights.quiltercheviot.com/dynamic/register.asp?event=5777&guests=no&question=no

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