Insurance Distribution Directive CPD: Pure Protection and Insurance-Based Investment Products – Multi-Speaker Seminar with Q&A Panel Session

Insurance Distribution Directive CPD: Pure Protection and Insurance-Based Investment Products – Multi-Speaker Seminar with Q&A Panel Session

Where: Open, 20 Bank Plain, Norwich, NR2 4SF

When: Friday 22nd February 2019

Time: Registration at 8.45 for a 9.15 start

The Norfolk Regional Personal Finance Society and Insurance Institute of Norwich invite you to a half-day seminar to provide structured protection CPD. We welcome speakers from Legal & General, Aviva and Canada Life, who will cover the following:

• The benefits of recommending financial protection and engaging with clients in this area of advice
• Understanding financial protection products and underwriting
• Insurance-based investment products – onshore and offshore bonds

Following the three presentations, our protection speakers will participate in a Q&A panel session to answer any of your questions.

In addition to the core protection element, the event will begin with a Pensions update from Mills & Reeve; to provide awareness of current legal claims and complaints relating to pensions and potential issues ahead.

Agenda

• 8:45 Registration and coffee for a 9:15am start
• 9:15 Pension update - Mills & Reeve
• 9:35 Legal & General
• 10:05 Aviva
• 10:45 Break
• 11:00 Canada Life
• 11:40 Q&A Panel session
• 12:00 Lunch and networking
• 12.45 Finish

The presentations provide two hours of structured protection CPD and 20 minutes of structured pension CPD.

We anticipate this event will be very popular and encourage you to book early to avoid disappointment!

This seminar is free to members and includes a buffet lunch following the event.

Non-members are welcome to attend at a cost of £35.

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