Mental and physical wellbeing when working remotely
Many of us are now working from home, which is certainly not the norm for most, and this can bring with it challenges to our mental and physical wellbeing. Debbie Bullock, Wellbeing lead at Aviva, will explain how to look after your wellbeing as we do our best to adjust to the new normal.
RecordedMay 14 202030 mins
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Join David “DAN” Norman from TCF Investment as we take a practical look at Centralised Retirement Propositions (CRPs).
- Should advisers bother with them?
- Are they different from Centralised Investment Propositions (CIPs)?
- What does good look like?
DAN has worked with over 150 adviser firms to assist in developing or refining their CIP and CRP.
He will provide a simple checklist to assist advisers when building / refreshing a CRP, and also cover the value that a CRP has for clients.
The session will also include take away checklists and sales aids that can be used to develop your CRP.
The Learning outcomes
1. Understand the regulatory context around CRPs
2. Gain a broad understanding of what CRPs are and why advisers need to consider them
3. Know the key differences between CIPs and CRPs
4. Identify what is good practice when building / considering a CRP
5. Be able to use a simple checklist to help build, refine, or challenge a CRP
Agenda
• The regulatory perspective & demographic background
• The importance of PROD
• CIP and CRP – the differences
• What does a good CRP look like?
• Getting your facts straight
• CRP checklist and managing conflicts
• The value of your CRP
Many of us are now working from home, which is certainly not the norm for most, and this can bring with it challenges to our mental and physical wellbeing. Debbie Bullock, Wellbeing lead at Aviva, will explain how to look after your wellbeing as we do our best to adjust to the new normal.
Panacea Adviser & Tich Nhau, Business Development Consultant & Glenn Bryant, Marketing, Dynamic Planner
During their session, Dynamic Planner will cover how they can help advisers manage their clients remotely and into the future.
It will cover:
- Accurately risk profile your clients, encompassing their attitude to risk, investor experience and their capacity for loss
- Match your clients with suitable investment portfolios, selecting from more than 1,400+ solutions, risk profiled each quarter for ongoing suitability
- Quickly and accurately revisit a client’s and their portfolio’s risk profile during times of extreme market volatility
- Improve your clients’ understanding of how their money is invested – and also demonstrate your firm’s value - with high quality, clear reporting
- Make annual client review process more efficient – and increase number of clients firm can serve
- Adopt a consistent and repeatable client review process, from a regulatory perspective
- Easily screen share reports and analysis from Dynamic Planner during remote client meetings, in tandem with a popular platform like Zoom
Many financial adviser firms don’t have marketing strategies. In fairness they may not employ any marketing people so it might not be a priority. But the global crisis has given us a time to reflect. Coming out of the crisis with a simple written marketing strategy could be a strong foundation for growth.
Learning objectives:
- The power of a clearly defined offer
- Why marketing strategy doesn’t have to be complex – you can do it on a few pages
- Nailing your offer, setting goals and planning marketing activity
- Keeping marketing simple. Engage. Don’t enrage.
Derek Bradley, CEO, Panacea & John Joe McGinley, Glassagh Consulting
In a crisis people remember and value those that kept in touch. Any adviser firm that curls up and wishes this crisis will all go away without engaging with its clients is only storing up trouble for the future.
This webinar will outline two things
1. How you can draft a plan for a post Covid-19 world
2. A communication strategy for clients now
The key learning outcomes of this sessions are:
- Understanding the need for a Business Impact Plan
- How to draft your own plan
- The key communication messages clients may respond to
- How to construct and implement your own Communications strategy.
Wendy Ellison, Regional Account Manager, The Exeter
There's no better way of protecting your clients from the financial impact of illness or injury than income protection.
This presentation looks at our Income Protection Plus products and the ways in which we provide your clients with valuable support and reassurance.
Key learning outcomes:
- Gain a wider understanding of The Exeter’s income protection proposition
- Look at how our cover can be adapted to meet your clients’ needs
- Learn about the support we provide through HealthWise, our member benefits app
Derek Bradley, CEO, Panacea & Ryan Medlock, Senior Investment Development and Technical Manager, Royal London
This presentation starts by looking to the future and the impending regulatory changes that are likely to drive environmental, social and governance (ESG) investing right into the heart of the advice process as well as tackling all of the confusing labels and myths about responsible investing. We’ll also take a look at some of the global initiatives pushing sustainable finance further into the spotlight and discuss the opportunities this is creating within the advised market.
The presentation also covers some practical steps that advisers can take today to start integrating ESG factors within the advice process as well as exploring wider responsible investing considerations including implications triggered by the Covid-19 pandemic.
Learning objectives:
- Understand the key regulatory and legislative changes being introduced for ESG investing
- Understand the key terms and issues relating to responsible investing
- Understand the global macro initiatives driving the development of sustainable finance
- Identify ways to incorporate ESG considerations into your advice process
Join us to learn more about the latest Defaqto Engage feature in the fund research arena – Fund Reviews – and how they can help you to provide suitable advice and achieve better client outcomes.
Ben Heffer, Insight Consultant and Fiona Millar, Life & Proctection Researcher
With over 500 thousand policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.
Join us for our webinar ‘Assessing critical illness cover’ to learn:
•The different approaches to assessing CIC policies
•Why the quality of the CIC definition matters
•Defaqto’s model for assessing CIC policies as used in CIC Compare
In this webinar for financial advisers and paraplanners alike, Roger Perry, Head of Intermediary Sales at Defaqto, demonstrates the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.
In this webinar, Roger Perry will cover:
- how financial advisers can use multi-asset funds for growth
- how to use multi-asset funds to generate a natural income
- how to use multi-asset funds as a part of your CIP
- how financial advisers can evidence multi-asset recommendations by using Defaqto Engage
This webinar is suitable for financial advisers and paraplanners alike.
Ben Heffer, Insight Consultant and Fiona Millar, Life & Protection Researcher
With over 500 thousand critical illness policies sold in 2017 (SwissRe’s Term & Health Watch 2018) it’s more important than ever for financial advisers to be comfortable that they recommend the most suitable product to their clients.
Join us for our webinar ‘Assessing critical illness cover’ to learn:
•The different approaches to assessing CIC policies
•Why the quality of the CIC definition matters
•Defaqto’s model for assessing CIC policies as used in CIC Compare
Join Patrick Norwood for this short webinar from our series about building multi-asset solutions.
In this webinar, Patrick will cover:
• introduction to the multi-asset world
• the process for building a multi-asset solution
• risk scheme
• asset allocation
Paul Tinkler, Insight Consultant - Funds, DFM and Platforms
Paul Tinkler, Insight Consultant, will give an introduction to the challenges facing advisers in managing retirement plans for clients in today’s marketplace.
The presentation introduces advisers to the current choices that their clients have in generating an income in retirement that have increased in relevance given the advent of pension freedoms.
The presentation also looks at the assessment of risk for clients, and highlights how this might differ for clients in the retirement phase over those in a wealth accumulation phase of investment.
This presentation is intended for financial advisers.
In this webinar, Roger Perry, Head of Intermediary Sales at Defaqto, will demonstrate the two-way integration between Intelligent Office and Engage Core that allows you to automatically share the latest client details, plans and valuations between iO and Engage.
Join us to see:
• How easy is to launch Engage from Intelligent Office
• How your client data gets automatically imported so you can do your risk profiling and research in Engage Core and the returned to iO
• Where in iO you can find your automatically created your client’s risk profile and research reports
This webinar is intended for financial advisers and paraplanners.
Derek Bradley, CEO & Claire Barber, Protection Account Manager, Aviva
86% of advisers say they want more protection clients (source: Cicero). But the barrier to acquiring new clients is not lack of product knowledge or failure to identify the opportunity - it’s limited time and resource.
Find out how we can help you to win more protection clients. Faster.
View the latest videos, webcasts, news and presentations from Panacea Adviser and partners.
This area provides free thought provoking webcasts to support and educate Advisers and includes general industry webcasts surrounding the FSA, Retail Distribution Review (RDR), FOS and features articles from Derek Bradley.
The schedule of programmes is updated on a regular basis so keep coming back to stay in touch.
Mental and physical wellbeing when working remotelyPanacea Adviser & Debbie Bullock, Wellbeing Lead, Aviva[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]29 mins