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MM Retirement Summit Highlights: Advisers show their gusto

The exclusive retirement summit returned this year to the birthplace of British democracy: Runnymede-on-Thames. ....

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Does it matter what advisers are called?

Does it matter what advisers are called?
The public need advice more than ever but remain confused over the options. Are advisers’ titles important, and is there a definitive term anyway?
By
Justin Cash
5
th May 2021
10:23 am
“Are you the Judean People’s Front?” the server asks. “F k off,” comes the terse response. “We’re the People’s Front of Judea.”
It is an iconic scene many readers will recognise from Monty Python’s Life of Brian. The film is more than 40 years old, but the fight over substance and semantics is not dissimilar to the battle in which the advice profession finds itself today. ....

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more2life to co-host later life lending symposium with Key Partnerships and Air Group

more2life to co-host later life lending symposium with Key Partnerships and Air Group
mortgageintroducer.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from mortgageintroducer.com Daily Mail and Mail on Sunday newspapers.

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Just Group and SOLLA update broker training for working with vulnerable clients

Just Group and SOLLA update broker training for working with vulnerable clients
By
Roger Baird
26
th January 2021
12:12 pm
Just Group and the Society of Later Life Advisers have updated their training advice on brokers should work with vulnerable clients and their families.
The training module includes a new section on coronavirus – with more people expected to become vulnerable due to ill-health, bereavement or financial difficulties brought on by the pandemic.
The updated guidance also includes a section on cognitive decline and how this links to vulnerability.
Just Group and SOLLA say the new module “takes into account” updated guidelines by City watchdog Financial Conduct Authority on vulnerability, which are expected to be published in the first three months of this year. ....

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SOLLA and Just Group update adviser vulnerability training

SOLLA and Just Group update adviser vulnerability training
Covid-19 and cognitive decline
A popular adviser training module focused on client vulnerability has been updated to incorporate latest regulatory guidelines and information on the Covid-19 pandemic.
The free online training module from the Society of Later Life Advisers (SOLLA) and Just Group - Consumer Vulnerability in Later Life - also now includes information on cognitive decline and how this interacts.
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