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Protection Academy - Round 2

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Events

Protection Academy - Round 2

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

Elevation Case Study Interview 3.0

Protection Academy - Round 2

Published on 03 July 2024

The overall theme of our Academies is to bring you a mix of highly valuable market information, and this month is no different with sessions from Towergate, Cirencester Friendly, L&G and Aviva all covering critical topics focusing on the needs of your clients when it comes to all things protection focused. To tie all of this together, you'll also hear a timely compliance update from our very own Kelly Phillips!

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