Consumer Duty and Protection Webinar (PFS - Exeter)

Overview

How will Consumer Duty shape your processes within your business? Let’s bring focus to how customers are buying protection and what opportunities are for you, whether Wealth Adviser or Mortgage Adviser - Let’s future proof your business.

We shall also explore the most common conditions we see as a provider and how we underwrite these.

Theresa will issue the Teams Link the day before the webinar to those registered.

Learning Objectives

• This webinar will enable delegates to understand:

  • How customers are buying protection
  • How will consumer duty impact distribution
  • Why it matters
  • Benefits from creating a protection culture

Lisa Aggett
Business Development Manager
Scottish Widows

Lisa Aggett, BDM for Scottish Widows on the Holistic side. Lisa has worked in the financial services arena now for 30 years and in the main worked in Protection until recently the Holistic side stole her. Now looking in from the Wealth angle.

PLEASE GO TO/COPY AND PASTE BELOW LINK TO GET TO THE BOOKINGS PAGE:

https://www.localinstitutes.cii.co.uk/exeter/home/events/2023/webinar-pfs-consumer-duty-and-protection/

If any issues or questions, please contact Exeter Insurance Institute.

This is a CPD event arranged by Exeter Insurance Institute (not your local institute) and suitable for all PFS members.