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Where an event is full, there may be an option to join a wait list or catch up on demand.

Care / Vulnerability

Retirement income

Paraplanners

Care / Vulnerability

Long-term care planning: A comprehensive webinar program for advisers

We joined MCC in this four part series to discuss why establishing a care advice proposition is now critical, regardless of your target market.

Date

Time

Registration

2 October 2024

10.00am 

Finished

24 October 2024

10.00am 

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7 November 2024

10.00am 

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14 November 2024

10.00am 

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The ‘uncapped’ need for care advice

Join Karl Steadman as he talks to Jacqueline Berry of MCC about the importance of regulated and non-regulated elements of long-term care and the growing need for advice in this area.

Live date

Duration

On-demand

26 September 2024

60 minutes

Watch now > 

Retirement income

Oxford Risk's NextWealth Roadshows

Join us at the NextWealth retirement advice roadshows in November. We're part of the panel discussion on nuances of the recommendation stage in the advice process and the importance of documenting details for due diligence and compliance.

Date

Location 

Registration

4 - 15 November 2024

Various locations

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Retirement Income Academy 

In light of the thematic review of retirement income advice, this practical workshop will explore the key steps to help clients achieve a better retirement and later life.

Due to the high demand for the Retirement Income Academy, we've added two new dates on 5 and 6 November.

Date

Time

Registration

10, 15, 22 and 30 October 2024

10.00am

Full. Please contact events@wearejust.co.uk if you wish to be added to the wait list.

5 November 

10.00am

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6 November 

10.00am

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Rethink Retirement roadshow: how to build and maintain a best-in-class retirement service

The Rethink Retirement roadshow, organised by Wealthtime and Copia, is returning. This new roadshow will focus on building and maintaining a truly top-drawer Centralised Retirement Proposition (CRP). We are excited that our very own Yannis Katsis will be speaking again, this time about new alternative solutions to some of decumulation’s biggest challenges.

Date

Location 

Registration

8 - 24 October 2024

Various locations

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EV webinar - Dear CEO: How to make a ‘good’ retirement ‘great’

Yannis Katsis and EV's Group Innovation Director, Andrew Storey, explore why blending isn't just a buzz word when it comes to sustainable retirement income planning.

Live date

Duration

On-Demand

18 September 2024

60 minutes

Watch now >

Retirement life stages and the value of reviews

Discover the key factors that add value to the review process and recognise how changes occurring during retirement years can impact the plan.

Live date

Dutation

On-demand

23 July 2024

60 minutes

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Underwriting uncovered – How to get the best guaranteed income for life

Knowing the annuity underwriting process will not only help avoid delays and errors, but importantly help your clients get the best possible income.

Live date

Duration

On-demand

9 July 2024

60 minutes 

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Paraplanners

From data to decisions: The art of paraplanning 

Join Karl Steadman and Andy Schleider, Director of Haven Paraplanning who will be talking about the opportunities and challenges of modern paraplanning

Live Date

Duration

On-Demand

30 May 2024

54 minutes

Watch now > 

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. 

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