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Care / Vulnerability

Equity Release

Retirement Income

Paraplanners

Care / Vulnerability

Vulnerability - How to help the UK's 'hidden' carers

We're joined by Tony Miles at My Care Consultant to look at why care advice is no longer 'niche'. Many of your clients may need help in this 'unseen' area of vulnerability. 

Live Date

Duration

On-Demand

16 April 2024

1 hour

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Equity Release

Life stages – the role of Lifetime Mortgages in retirement planning

Join us as we take a chronological journey through retirement and examine where equity release might play a part. Learn about market innovations and how various features can be used to meet the changing needs of retirees. 

Session 1 - Intro retirement 

Session 2 - Retirement reviews and the use of property

Session 3 - The use of property in later life

Live Date

Duration

On-Demand

14 March, 11 April and 23 May 2024

166 minutes

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Retirement Income

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.

Date

Time

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23 July 2024

 10.00 - 10.45

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Cradle to grave in wealth management 

We've teamed up with Timeline and Praetura at this series of events. Join us to hear about the impact of the FCA Thematic Review on wealth management, specifically addressing the crucial phases of accumulation, decumulation, and succession planning.

Location

Date

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Various locations 

2 - 17 July

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Better at retirement: Roadshow

We join forces with FE fundinfo to explore the right tools for better retirement planning practices.  

Location

Date

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Various locations 

25 June  - 11 July

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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

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9 July 2024

60 minutes 

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Retirement - Unpacking the thematic review

Andy Sutherland takes us through the key aspects of the thematic review and practical steps to develop an action plan for your business.

Live Date

Duration

On-Demand

23 April 2024

70 minutes

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Retirement Income webinar - The key steps to securing a financial future 

Join us as we take a chronological journey through retirement and examine where equity release might play a part. Learn about market innovations and how various features can be used to meet the changing needs of retirees. 

Live Date

Duration

On-Demand 

25 January 2024

1 hour

Watch on-demand >

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 on-demand > 

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