The Findings
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Inheritance Tax gets a lot of bad press but is keeping it or ditching it such a binary decision?
Expert: Dan Goss, Researcher, Demos Facilitator: Rupert Neville, Consultant
17 October 2023
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Leveraging the tech to communicate with your clients
Expert and facilitator: Mike Johnstone, Director, TOMD (The Outsourced Marketing Department Limited)
17 October 2023
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Mind the gap! According to the FCA, more defined contribution pension pots were fully withdrawn in 2021/22 than in any previous financial year
Expert: Richard Parkin, Head of Retirement, BNY Mellon Facilitator: Kathy Ellison, Director, Savanta
17 October 2023
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Retirement is a risky business. How much emphasis are you placing on your clients’ attitude to risk these days?
Expert: Paul Hogg, Head of Distribution, 8am Global Facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023
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Support for vulnerable customers is high on the agenda at the FCA
Expert and Facilitator: Kathy Ellison, Director, Savanta
17 October 2023