PFS Breakfast Meeting-What do SOLLA advisers do that is so different?

Session Overview:

This seminar will provide an insight into why we need to have better conversations with clients and how this equips us to meet Consumer Duty obligations and helps to avoid foreseeable harm.

Learning Objectives

Areas discussed during the session will include:

• How to be more comfortable discussing later life ‘contingency planning’.
• How to include later life and care conversations more often.
• Understanding how to support clients better as they age and become less resilient to potential vulnerabilities.
• Increasing awareness of the practical guidance and support SOLLA offers advisers and their firms.

Carolyn Matravers-Chartered Financial Planner-Bluebell Financial

Carolyn has enjoyed a successful financial planning career spanning over 2 decades and formed Bluebell Financial Management in 2022. Bringing together empathy and expertise, Bluebell Financial Management sets new standards in the provision of later life services.

With a commitment to supporting clients, assisting those in later life and highlighting the real need for professional best practice – Carolyn regularly draws upon her enthusiasm and passion to spread the message far and wide.

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