Webinar Library

Our online webinars are designed to give you a greater insight into the at-retirement market.

Please note that updated presentations are now available via v-screen with your dedicated account manager where you can earn CPD.

To view one of our recorded webinars, simply click one of the titles below:

Play PS19/01: Going beyond the standard
Play Pension Transfers - FCA focus and defining the benefit of advice
Play Behavioural Finance - How are your clients behaving?
Play Long term care - a rewarding area of advice
Play Retirement advice - What MiFID II means to you
Play Lead generation and business development in long term care
Play Centralised Retirement Proposition - What does it all mean?
Play Responsible lending - three ways to lower the cost of borrowing

 
Alternatively, you can scroll down to see all of our recorded webinars.

PS19/01: Going beyond the standard

 

Our webinar looks at the latest policy statement on retirement income, which came into effect on 1 November 2019. From this date the FCA is expecting all firms to be assessing a client’s eligibility for ‘enhanced’ annuity rates, and generating market-leading quotes.

For example, to ensure the accuracy of comparison quotes, advisers must take reasonable steps that go beyond a ‘yes or no’ answer to good health questions. Our new webinar will cover this and more. But what are the changes?

By watching this session, you will learn:

  • What the rules are and how they affect you.
  • What you need to do differently.
  • What best practice looks like.
  • What you'll receive from providers that helps validate your advice.

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 28 October 2019. We accept no responsibility for the continued accuracy of this information. 

*Presentations are only to be used in conjunction with their respective webinar recording.

 

Responsible lending - three ways to lower the cost of borrowing

 

The market is changing and with more products there is the potential for more complexity.  

Watch this webinar, where we consider responsible lending and show three ways the Just For You Lifetime Mortgage can help clients reduce borrowing costs and increase control:

  • How accessing cash facilities can be optimised to meet specific client needs.
    - Explore our new features that give clients more control over their finances.
  • Achieving a better rate with medical underwriting.
    - Use medical underwriting to broaden your client options.
  • Recognising the benefits of servicing interest in estate planning.
    - See how you can dramatically reduce the overall cost of borrowing to increase the remaining legacy.

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 26 March 2019. We accept no responsibility for the continued accuracy of this information. 

*Presentations are only to be used in conjunction with their respective webinar recording.

  

Centralised Retirement Proposition - What does it mean and do you need it?

 

We'll be exploring the following initiatives:

  • The key areas that advisers need to consider when formulating an approach to managing income in retirement
  • The need to deliver a consistent and robust outcome for each client in retirement and how advisers might go about this

Watch this webinar, where you’ll be able to:

  • Discuss the changing risks as clients move from accumulation to decumulation of pensions wealth.
  • Explore the main approaches to sustainable income generation.
  • Identify the key stages in developing a centralised retirement proposition

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 26 July 2018. We accept no responsibility for the continued accuracy of this information. 

*Presentations are only to be used in conjunction with their respective webinar recording.

 

Lead generation and business development in long term care

 

We'll be exploring the following initiatives:

  • Raising awareness within your own client banks.
  • Working closely with professional connections.
  • Making use of any accreditation you have, such as Society of Later Life Advisers (SOLLA).
  • Providing local seminars/symposiums on later life advice and care.

Watch this webinar, where you’ll be able to:

  • Identify potential clients within your own client bank and consider how to attract new clients.
  • Evaluate which professional connections to approach boased on potential and specialism.
  • Understand the value of good website content and evaluate the use of social media.
  • Outline the benefits of seminars and the use of local press and advertising to raise awareness of your services.
  • Demonstrtate how to make best use of professional accreditation and understand how it can enhance new opportunities.

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 24 May 2018. We accept no responsibility for the continued accuracy of this information. 

*Presentations are only to be used in conjunction with their respective webinar recording.


Retirement advice - What MiFID II means to you

 

 

MiFID II took effect on 3 January 2018, and has presented a significant compliance challenge for firms already within the remit of MiFID. The new directive provides more transparency into all asset classes, offering greater protection for investors. But what does this mean for your firm and what initial actions need to be considered when preparing for the changes?

In this recording we share the latest expert insight on the key points for advisory and portfolio management firms to consider. From, client categorisation to remuneration policies, product approval and lots more.

Watch this webinar, where you’ll be able to:

  • Describe the background of MiFID II.
  • Understand the key elements of MiFID II and how this is impacting firms.
  • Recognise what initial actions you need to be aware of to help prepare for the changes.

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 26 April 2018. We accept no responsibility for the continued accuracy of this information. 

*Presentations are only to be used in conjunction with their respective webinar recording.


 Long term care - a rewarding area of advice

 

 

For a client, making a decision to go into long term care can be difficult. Only advisers qualified in this area can provide advice on options available and make appropriate recommendations. Giving piece of mind to everyone involved.

At Just, we offer various support tools, helping you to get involved in the growing care fee funding market. Our dedicated care development team can help you from the very start of your journey through to the highest level of accreditation. We’re in contact with a variety of advisers from those wanting to expand their business to those wanting to specialise.

Watch this webinar, where you’ll be able to:

  • Evaluate the size of the market and potential opportunities in care advice.
  • Understand current demographics and longevity risk with regard to an ageing population.
  • Assess the rising cost of self-funding care.
  • Appreciate why your clients need advice.

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 17 April 2018. We accept no responsibility for the continued accuracy of this information. 

*Presentations are only to be used in conjunction with their respective webinar recording.


 Behavioural Finance - How are your clients behaving?

 

 

In recent months, the FCA has continued its focus on the area of behavioural finance. They recognise that we do not live in a world of ‘economically rational super-consumers’ and that advisers can make a huge difference to individuals who have inherited new decision-making powers. After all, with Pension Freedoms, the choices that consumers make today can have a huge impact on their quality of life in the future.

Behavioural finance is so deep-rooted into everyday lives, that it can be difficult to spot. And actions may not necessarily be based on logical thinking. It’s important for advisers to identify common subconscious views and to show clients how to separate the rational from the irrational. Ultimately, through addressing false perceptions today, advisers can achieve better client outcomes for the future.

Watch this webinar, where you’ll be able to:

  • Identify key common behavioural biases.
  • Discuss the regulator's concerns.
  • Recognise where biases may arise in the advice process.
  • Explore ways in which good practice can positively embrace behavioural research.

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 11 April 2018. We accept no responsibility for the continued accuracy of this information. 

*Presentations are only to be used in conjunction with their respective webinar recording.


 Pension Transfers - FCA focus and defining the benefit of advice

 


For many people, giving up defined benefits for more ‘freedom and choice’ could be the appropriate course of action. To date, however, the regulatory guidance on the starting presumption has run counter to this. Is this about to change? 

Meanwhile, the suitability of associated investment advice, and the prevalence of contingency charging is raising the spectre of conflict of interest. For clients, advisers and their firms the risks are all too apparent.

Watch this webinar, where you’ll be able to:

  • Discuss the key aspects of the proposed Appropriate Pension Transfer Analysis (APTA).
  • Understand the FCA framework for introducer advice processes and associated risks.
  • Recognise how to assess the security of the existing pension fund and ensure compliance with regulatory requirements.
  • Appreciate the far-reaching comparisons required for replacing benefits, assessing investment suitability and the importance of replacing guaranteed income.
  • Assess the benefits of cash-flow modelling and the common failures of suitability reports.
  • Deal with risks associated with insistent clients by implementing recent FCA guidance 9.5a.

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 13 March 2018. We accept no responsibility for the continued accuracy of this information. 

Please note that we did have some technical difficulties with the live session, so there's a section in the recording where there is a temporary loss of sound.

*Presentations are only to be used in conjunction with their respective webinar recording.