Explore 3,724 Insurance Events

Generic filters
Exact matches only




Loading Events

« All Events

  • This event has passed.

Divorce & financial planning: Key considerations from a family lawyer & financial planner

24 February 2021

Online
Divorce & financial planning: Key considerations from a family lawyer & financial planner

CPD Certified

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

In this IIL financial services webinar, Bindu Malkan and Angela Lloyd-Read will discuss the key considerations in divorce and the financial planning.

Description

In this session, Bindu Malkan will talk about the divorce and separation process, the principles of a financial settlement and dispelling common myths, and Angela Lloyd-Read will cover considerations when working with a vulnerable client and those who may not have previously dealt with financial matters, and how cashflow planning can help identify what the client needs versus what they might want!

Speakers

Angela Lloyd-Read FPFS, Chartered Financial Planner, Connor Broadley

Bindu Malkan LLB (Hons) Law, Resolution Trained Collaborative Lawyer and Family Mediator, SA Law

Gain an insight into

  • Principles of a financial settlement
  • Different ways to reach an agreement
  • Financial planning with a vulnerable client

Due to the interactivity of the event, places are limited (250) and will be allocated on a first come, first served basis.

Details

Date:
February 24, 2021
Time:
1:00pm - 2:00pm GMT
Category:
, ,

Venue

This is an online event

Organiser

The Insurance Institute of London (IIL)
Phone:
+44 20 7600 1343
Email:
Iil.london@cii.co.uk
Website:
https://www.iilondon.co.uk/home/

Other

CPD text
1 hour's CPD can be claimed for this event if relevant to your learning and development needs.