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Care / Vulnerability

Retirement income

Paraplanners

Care / Vulnerability

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

Retirement - Communication and consumer understanding

Join Martin Lines and special guest Andy Kirby from Money Alive for a practical session on guiding clients through every step of their retirement journey. Discover effective tools and techniques to evidence suitability and support your clients through changing circumstances. 

Date

Time 

Registration

5 December 2024

10.00am

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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

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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