DESCRIPTION

This session will discuss, 'The role of Cashflow Planning in supporting Consumer Duty obligations'

TARGET AUDIENCE

This session is designed for firms wanting to use technology as a core part of their process to demonstrate ongoing advice.

LEARNING OBJECTIVES

By attending this webinar, you will understand:

• Which areas of advice can cashflow planning support and how does it improve the quality of advice?

• Areas discussed will include: 

•Retirement related advice

•Holistic Financial Planning

•Identifying and addressing the need for Protection

ABOUT THE TECHNOLOGY FORUM

The Consumer Duty Alliance Technology Forum will explore how technology can help firms to meet Consumer Duty requirements, for example evidencing the delivery of good client outcomes.

Whilst focussing on the UK market, Ian will also share his learnings and insight from developments in other countries.

The Consumer Duty Alliance brings together parties across the financial services sector to share 'good practice', engage policymakers and raise the public’s perceived value of professional advice.

SPEAKER PROFILES

Ian McKenna – Founder of AdviserSoftware.com and Chair of Technology Forum
The FTRC, founded by Ian in 1995, is a boutique consultancy focusing on how personal finance organisations can communicate more effectively with their customers and help them take better financial decisions.

The firm recently has added its own InsureTech and RegTech ventures to help advisers ensure they help consumers find the life insurance and workplace pensions solutions that best meet the needs.

More speakers TBC