Suitability Matters webinar
Sessions: 15 November – 9.30am, 11.30am and 2.30pm
Rory Percival, regulatory consultant, joined us with a wide ranging assessment of topical regulatory issues in the investment and retirement space. Colin Simmons – Business Development Manager (Pensions) focused on delivering good customer retirement outcomes. Alongside Rory and Colin, John Glover of Moneyalive showed attendees how their system can be used to triage clients considering asking for advice in respect of their defined benefit scheme, without crossing the line into advice. This webinar is for those that couldn’t make one of our seminars that took place across the UK.
Presenters: Rory Percival – Training and Consultancy Ltd
Colin Simmons – Business Development Manager (Pensions)
John Glover – Director, Moneyalive