Delivering better client outcomes with the same pot of money?
Session: 25 September - 9am, 11am and 2pm
On this webinar, Les Cameron, Head of Technical took a look at your client’s existing savings and investments and asked…Can they work harder? Are they still in the right tax wrapper? Is there money still working the best for their needs? Les took a look at the taxation of the main tax wrappers and worked through some case studies showing how you could improve customers outcomes working only with their existing funds.
Presenter: Les Cameron, Head of Technical