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Old Mutual Wealth: Seminar invite: supporting your clients when they need you most

Protection event for Financial Advisers & Paraplanners

5 Apr 2019

Old Mutual Wealth: Seminar invite: supporting your clients when they need you most

If you missed the invitation to our 2019 protection seminar, you can find a recap below. There’s still time to register but places are filling up quickly so don’t delay too long.

Register now 

In the 3.5 hour seminar we will discuss the increasing FCA focus on ‘vulnerable customers’, including who might become vulnerable and what you can do to support your clients throughout their financial planning journey.

The seminar will cover what the latest FCA guidelines on vulnerable customers mean to you and your clients, and our technical experts will be on hand to explain how providers can help clients in a time of need. You’ll also get to hear about our nursing support service provided by RedArc and the difference their service makes to clients in difficult times.

If you’d like to increase your know-how to help your clients, including those who may be vulnerable, whilst gaining a CPD certificate for yourself, then don’t miss out – register now to secure your place at our 2019 protection event.

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