Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Overview of the Lifetime mortgage market Presented by Dan Borrill DipFA, Certs CII (MP & ER), Key Account Manager Presented by Dan Borrill DipFA, Certs CII (MP & ER), Key Account Manager Retirement isn’t what it used to be. Today’s resilient retirees may have exp... 1 month ago | 31 mins Intergenerational Planning Rebecca Ward, Associate Director, Product Development; Laurence Callcut, Partner, Head of Sales Intergenerational planning has become a buzz word over the last few years, but why has it become an essential tool for financial planning firms? Jo... 5 months ago | 37 mins WiRC Annual Event 2022: Hiring and retaining senior talent Mary Ericson (JP Morgan); Geoff Marsh; Nick Thomasson; Joseph Rondinelli Our leadership team member, Mary Ericson (JP Morgan), is joined by Geoff Marsh, Joseph Rondinelli and Nick Thomasson to discuss: - Managing an interg... 4 months ago | 58 mins Intergenerational Wealth Transfer & Responsible Investing Dave Fewtrell Listen to Dave Fewtrell present on Intergenerational Wealth Transfer and Responsible Investing "Prepare for the responsible heir"? 10 months ago | 31 mins Introducing IEP Apex: A new type of BR service with no-cost IHT cover Simon Harryman & Matt Dickens, Senior Business Development Directors at Ingenious Join us to learn how IEP Apex – a new type of BR service with no-cost IHT cover – can help you improve outcomes for your clients and their beneficiari... 11 months ago | 48 mins Focus Solutions: Intergenerational wealth transfer and the impact on UK WM Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic Welcome to video number six from our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this video, we interview Da... 3 years ago | 4 mins The £5.5 trillion intergenerational wealth transfer – is your business ready? Dan Giddings, Head of Business Development, Wealthify Over the next 30 years, it is estimated £5.5 trillion is due to be passed between generations in the UK. Is your business ready? Do you have a success... 3 years ago | 59 mins More than just Cloud Native ….the InterGENerational 5G solution Brooke Frischemeier Product Management Lead, NetNumber Brooke Frischemeier Product Management Lead at NetNumber discusses the unique needs that 5G and all generations of mobility (“InterGENerational”) bri... 2 years ago | 59 mins Client Nurturing & Retention: Dealing with Intergenerational Wealth Transfers Paul Ellis, Brian Pierson, and Barbara Krumsiek With 30 trillion moving hands from the Baby Boomers to Millennials, financial advisors need to ensure they can keep their clients and assets in place.... 4 years ago | 50 mins Session 1 - Inheritance Tax Fundamentals and Business Relief Sam Jermy, Business Development Director, TIME Investments The first session is designed for those seeking an introduction to Inheritance Tax (IHT) and Business Relief (BR). We will briefly cover the history, ... 3 years ago | 66 mins
