PFS CPD Event - Vulnerable Clients
***PLEASE NOTE: The venue of this session has changed to The Exeter Court Hotel***
Date: 15th May 2019
Registration from 8.00am with bacon baps, orange juice/tea/coffee.
Venue: The Kennford Room, The Exeter Court Hotel.
Speaker: Louise White
Learning Objectives
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To explore the learning points from the FCA’s research on Vulnerable Clients and the impact of change in later life advice.
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Understand the additional considerations when advising Vulnerable Clients
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Reflect on how you currently identify a Vulnerable Client and record actions or procedural changes taken.
About Louise White
Approaching 34 years in financial services, some working as an adviser but mostly for providers with a strong pension footing including NPI, Winterthur and Standard Life. I am now very passionate about the need for our growing retired population to be able to enjoy as many financially comfortable years in their retirement as possible.
I have supported advisers over the years and met many clients, employers and employees, striving to work together on the end goal of a well- deserved post working life.
I am fortunate that at Just, we are totally focused on later life advice, and strive to innovate products that support our advisers in that area.
Venue
- The Kennford Room
- The Exeter Court Hotel
- Kennford
- EX6 7UX
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
1 3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.