The big Q&A

Presented by

Martin Lines with all guest speakers from the conference

About this talk

In this session, featuring all our guest speakers at the conference, we examined some of the themes highlighted in the preceding case study session and explored what actions can be taken to protect those in vulnerable circumstances. The panel highlighted some specific areas where care needs to be taken to protect a client’s wealth and wellbeing. We also looked at some of the real practical issues that advisers and clients are facing. Speakers - left to right on screen: • Jenny Cadman - Head of Customer Experience, Just • Tim Farmer - Co-founder and Clinical Director, Comentis • Robin Melley - Chartered Financial Planner, Matrix Capital • Tish Hanifan – Joint-Chair, Society of Later Life Advisers (SOLLA) • Keith Richards – CEO, Consumer Duty Alliance • Martin Lines – Development and Events Director, Just (host) By viewing this session you’ll be able to: • Recognise the importance of educating and assisting various parties in the advice process around vulnerability • Examine the cash-flow assumptions required for later life clients • Discuss the commercial aspects of assisting people in vulnerable circumstances
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We are a specialist UK financial services group focusing on attractive segments of the UK retirement income market. The Group is a leading and established provider of retirement income products and services to individual and corporate clients.