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May: Protection Keynote (Milton Keynes)

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Date and Time

Location

Location

Holiday Inn Express

Fox Milne

Tongwell St

Milton Keynes

MK15 0YA

United Kingdom

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Event description

Description

Protection Keynote

  • Understand the consumer and retail market factors and trends relevant to financial protection.

  • Understand the areas of need for protection planning and the main sources of financial protection.

  • Understand the role and limitations of State Benefits and state/local authority funded solutions for financial protection.

  • Understand the range, structure and application of life assurance and pension based policies to meet financial protection needs.

  • Understand the taxation treatment of life assurance and pension based protection policies.

  • Evaluate client protection needs and priorities.

Agenda

9.45am to 10.00am Registration & coffee

10.00am to 10.15am Introduction & Welcome - Tim Davis or Jason Kirk, Sense

10.15am to 11.00am The Future Of Protection - Toby Bainbridge, Jennifer Gilchrist or Craig Paterson, Royal London
11.00am to 11.15am Break

11.15am to 12.00pm Making Choices Simple using the iPipeline SolutionBuilder - David Smith, iPipeline

12.00pm to 12.45pm Sense Compliance Session - Jason Kirk, Sense

12.45pm to 1.45pm Lunch

1.45pm to 2.30pm Business Protection - Kevin Holloway, Aviva

2.30pm to 2.45pm Break

2.45pm to 3.30pm State Benefits, Income Protection & Use of Trusts in Protection Planning - Adam Owen, Sense

3.30pm to Close

Date and Time

Location

Holiday Inn Express

Fox Milne

Tongwell St

Milton Keynes

MK15 0YA

United Kingdom

View Map

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