Build your CPD with technical expertise from our CII accredited MasterClasses.
PROTECTION MASTERCLASS - IDD AND HELPING YOU PREPARE FOR THE SM&CR
Join Johnny Timpson, our Industry Affairs Manager, Melissa Collett from the CII and Russell Facer from threesixty, to find out more about the Insurance Distribution Directive and how to prepare for the Senior Managers & Certification Regime.
Join Chris Jones and Tom Coughlan, from the Financial Planning Team, as they discuss defined benefits focusing in on some of the factors over and above the critical yield that could influence the outcome for the member.
Join Tom Coughlan and Chris Jones, from Scottish Widows Financial Planning Team, as they remind us of the pension planning rules and opportunities we have available to support the client on the journey towards retirement.