For professional advisers and paraplanners only. Not to be relied upon by retail clients.
Guest expert Tish Hanifan, founder and joint chair of the Society of Later Life Advisers (SOLLA), shares her thoughts about advising vulnerable clients remotely.
You’ll also hear what advisers are saying about advice processes during the pandemic.
Presented in an informal, easy-to-watch style, this may be the most enjoyable way you earn CPD all year.
The show tackles a different advice topic each month, and each episode lasts 45 minutes.
Register for series one and get your name down for 4.5 hours’ CPD between now and the end of the year.
We do not offer investment or tax advice. Issued by Octopus Investments Limited, which is authorised and regulated by the Financial Conduct Authority. Registered office: 33 Holborn, London, EC1N 2HT. Registered in England and Wales No. 03942880. Issued: June 2020. CAM009787.