CDA Protection Forum - "LPA's"
DESCRIPTION |
This session will discuss, 'Why lasting Power-of-Attorney is a crucial element of financial planning?', specifically: - Why LPA’s are essential for wealth, Mortgage and protection advice - Understanding the (drastic) implications of not having an LPA in place. |
TARGET AUDIENCE |
This session is designed for firms wanting to focus on and learn more about protection advice. |
ABOUT THE TECHNOLOGY FORUM |
The Consumer Duty Alliance Protection Forum will explore how protection 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. |