Wednesday, February 21, 2018 - 09:00-11:30
Best Western Marks Tey Hotel London Road Marks Tey Colchester Essex CO6 1DU
It’s an excellent time to be a financial adviser as more and more clients are realising the value of advice. Since the introduction of pension’s freedom, looking for advice on retirement planning is high on the list for many clients. We also know that drawdown planning is seen as a key advice opportunity by many of you.
And so we’re running our second series of ’Planning Matters’ seminars across the UK, this one concentrating on delivering your client’s income needs.
More about what we’re covering
You’ll hear from our Pensions and Investment experts who’ll give an holistic view on the needs and aspirations of clients with an emphasis on optimising customer outcomes.
You’ll walk away with an understanding of:
Do come and join us... There are 22 venues to choose from, running between 24 January and 22 March 2018. You’ll also get structured CPD worth 120 mins. Just click the on the ‘Book’ button below or the ‘Choose Venue’ button above.
Each seminar runs for approximately 2 hours and qualifies for 120 minutes structured CPD, accredited by CISI & CII
Refreshments will be provided.
Spaces for this event are limited and are allocated on a first come, first served basis. To avoid disappointment please book your place now