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Financial Advisers

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Content for UK financial advisers

Join an online community of financial advisers, featuring presentations from a wide variety of industry experts, the events are divided into four themes – Investment & Economics, Tax & Pensions, Better Business and Client Acquisition & Retention.

This channel sits at the heart of the financial adviser community and hosting video and webinar content, providing tools for users to comment and run regular online surveys with a view to keeping the content relevant and timely.

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How to turn your investment process into profit Dan Middleton DipPFS Cert CII (MP & ER) Since RDR there has been a lot of pressure on advisers to establish an investment process that is robust, repeatable and compliant. Between growing regulation and client suitability requirements, it’s often a challenge to remain cost-effective.

However, the use of independent reliable technology has proven to help thousands of UK advisers to streamline and maintain a consistent planning process that allows you to demonstrate the value in your proposition.

Our webinar aims to equip advisers with information on how to make their planning process more effective and sustainable with key focus on the following areas:

- Assessing a client’s investment suitability

- Demonstrating investment suitability

- Establishing a verified audit trail

- Setting a fully automated review process.

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Apr 15 2015
24 mins
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