The Findings
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Unlocking housing wealth to meet retirement goals - an untapped opportunity?
Expert: Chris Smyth, Equity Release Partnership Development Manager, LV= Facilitator: Tony Crane, Consultant
25 September 2024
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What your clients are too smart to know – and how the regulator thinks you should handle that. (Session 1)
Experts: Ali Crossley, Managing Director, Distribution - L&G Retail; Cecilia Furner, Director of Distribution for Retail Annuities – Legal & General; Keith Richards, CEO Consumer Duty Alliance and Personal Finance Society Facilitator: Gilly Green, Business Adviser and Mentor, Director, FoxRed Insight
25 September 2024
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What your clients are too smart to know – and how the regulator thinks you should handle that. (Session 2)
Experts: Ali Crossley, Managing Director of Distribution for Retail and Workplace business, Legal & General; Cecilia Furner, Director of Distribution for Retail Annuities – Legal & General; Keith Richards, CEO Consumer Duty Alliance and Personal Finance Society Facilitator: Gilly Green, Business Adviser and Mentor, Director, FoxRed Insight
25 September 2024
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Change Request - Cultivating a culture of innovation and adaptation
Expert: Eric Sharrad, Senior Recruitment Consultant, Pavilion Recruitment Facilitator: Karl Cranswick, Solve
04 July 2024
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Empowering Teams through Next-Generation Technologies – How AI, the latest tech platforms and tools can transform your operating model July 2024
Expert: Matthew Baldwin, Lead Field Sales Executive, SS&C Technologies Facilitator: Ben Hammond, the Lang cat
04 July 2024