In this IIL financial planning webinar, Jane Finnerty covers the important role the paraplanner plays in the provision of advice to older and vulnerable clients.

Description

As we see the growth of older clients across many firms’ client bases, alongside the FCA’s focus on vulnerability and consumer duty, this webinar explores some of the practical ways paraplanners can support better outcomes and help to avoid ‘foreseeable harm’ when it comes to advising older and vulnerable clients.

Learning objectives

• Why and how we can adapt and personalise older client advice
• Where does the paraplanner add value within this increasingly important area of advice
• How can paraplanners upskill and keep up to date with later life issues

Speakers

• Jane Finnerty, Joint Chair, Society of Later Life Advisers (SOLLA)
• Chair: Anna Pollins, Managing Director, Fairstone