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Suitability reviews

Session: 20 May 2019

Vince Smith-Hughes, Director of Specialist Business Support, was joined again by Rory Percival. They considered what disclosure requirements there are for clients on an ongoing basis, and how these can be presented to clients. They also looked at how to assess client suitability at reviews to continue to ensure client objectives remain in focus. Finally, they  looked at some of the options to consider when looking at SIPP reviews.

Presenters: Rory Percival – Training and Consultancy Ltd
                     Vince Smith-Hughes – Director of Specialist Business Support

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