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Events Calendar
Care
The link between vulnerability, consumer duty and care advice
A Just and My Care Consultant jointly-hosted a two-part webinar series.
Join us in these free webinars to explore what you can do to help avoid "foreseeable harm" for clients with caring responsibilities, or who are in need of care themselves – particularly given the potential for catastrophic care fees.
|
Live date |
Duration |
On-demand |
|
27 September and 11 October 2023 |
1 hour |
Consumer Duty
Technology Matters - Intelligent use of AI
Join our very own Martin Lines and guest speakers Aaron Coates from MoneyAlive and Daniel Williams from Personal Finance Society for an engaging webinar as we explore how technology can be integrated into advice processes to achieve better outcomes in retirement.
|
Live Date |
Duration |
On-Demand |
|
21 September 2023 |
1 hour |
Equity Release
Lifetime Mortgages - a personal approach for better client outcomes
Join Karl Steadman and guest speaker Matt Latham as they discuss the benefits of interest servicing for your clients and the importance of health and lifestyle underwriting in relation to lifetime mortgages.
|
Live Date |
Duration |
On-Demand |
|
20 July 2023 |
1 hour |
Retirement Income
New webinar: Retirement renaissance
The webinar looks at how blending a guaranteed income producing asset in an investment strategy for your clients in decumulation can help them achieve both their goals and those of your business.
|
Date |
Time |
Register |
|
6 December 2023 |
10:00 - 11:30 |
A Copia Webinar - New Approaches to Retirement Income
Yannis Katsis joins Copia speakers for their New Approaches to Retirement Income webinar on 8 August. Hear about pioneering solutions that offer the first decumulation portfolio strategy purpose-built to work in conjunction with a guaranteed solution.
|
Live Date |
Duration |
On-Demand |
|
8 August 2023 |
53 mins |
Verve Group's webinar sessions - BUILD: Decumulation 2.0
Over recent years, many clients have experienced significant gains in their portfolios. But this is not without risk, especially for those in decumulation. In this session, we'll look at what can be brought into the mix to offer innovative features for a range of situations.
|
Live Date |
Duration |
On-Demand |
|
20 July 2023 |
2 hours |
For further information please contact your dedicated account manager.
Alternatively contact our events team on 01737 233315 or drop us an email at events@wearejust.co.uk.
