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Elevation Case Study Interview 3.0

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Events

Elevation Case Study Interview 3.0

Protection Academy - 13th March 2025

Protection Matters – February 2025

For those advisers who provide pension transfer advice. Join our Head of Advice Quality Shirley Owen and our Director of Regulatory Consultancy and Advice Quality Jennifer Peaty for an informative session that will offer a refresher on FCA guidance and highlight best practice for constructing pension transfer cases. Our team have drawn on their knowledge and experience to present good and poor practice examples of what we see with a focus on know your customer, vulnerable clients and future foreseeable harm / good client outcomes.

Protection Academy – November 2024

Investment Academy - Round 5

Investment Academy R3 2024

The Sales Quality Series - Practical Strategies for Enhancing and Sustaining Great Sales Quality

Pension Transfer Workshop

Protection Academy - Round 2

Elevation Case Study Interview 3.0

Published on 11 January 2024

Protection Academy - 13th March 2025 | 02:22:45

Protection Matters – February 2025 | 01:53:49

Pension Transfer Workshop | 00:52:20

Protection Academy – November 2024 | 02:01:13

Investment Academy R5 2024 | 02:21:58

Investment Academy R3 2024 | 02:57:56

The Sales Quality Series - Practical Strategies for Enhancing and Sustaining Great Sales Quality | 01:03:31

Pension Transfer Workshop | 01:01:22

Protection Academy - Round 2 | 02:10:10

Elevation Case Study Interview 3.0 | 03:07