Enhancing propositions to help you meet your clients' needs
We’re constantly seeking ways to improve our propositions and in recent months have introduced a variety of product enhancements and business development support to help you meet more of your clients’ later life needs. Please speak to your usual Just contact for more information.
- We’ve helped firms utilise centralised retirement propositions to make their retirement advice processes more robust, consistent and deliver appropriate client outcomes.
Webinar: FCA Assessing Suitability Review II
- Almost 1,000 people joined this webinar in which financial services technical and regulatory expert, Rory Percival gave his thoughts on the FCA's recent CEO Letter, Assessing Suitability Review II and more.
Webinar: Who are you calling vulnerable?
- Over 630 people attended this webinar on the increasingly topical subject of vulnerability and how to avoid its potential pitfalls. You can watch the recording here.