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 PS17/12 - Getting your information prompt (and accurate)
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

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


 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.


 PS17/12 - Getting your information prompt (and accurate)

 


The FCA’s Policy Statement 17/12 comes into effect 1 March. It means every firm providing a quote for a guaranteed income for life (GIfL) provided by an annuity, will have to ‘prompt’ their customer to shop around.

Assuming that the relevant consent has been given, it will become the norm for each provider to offer a comparison with the best rate in the market, along with their own figures.

And as a ‘firm offering a guaranteed quote’ it applies directly to adviser firms too. The challenge is deciding the route you wish to take to comply and what additional information you’ll need to provide.

In this recording we look at:

  • The different types of prompt ‘template’ that will apply in different circumstances.
  • The new level of information you will receive from providers and what adviser firms need to do to comply with the new rules.

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

  • Recognise the three types of prompt templates.
  • Discuss the implications for adviser firms.
  • Examine how to obtain personalised ‘information prompt’ figures.

Download a copy of the webinar presentation*

The facts and information presented in this webinar were correct as of 20 February 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.