The evolving client
In this IIL financial services lecture Rose St Louis explored the changing client landscape, focussing on three segments and their need for sound financial planning with a focus on protection advice.
In this session, Rose looked at three client segments with diverse needs; gig economy workers, women and young people. These groups make up a significant part of our potential client base however though are often underserved.
Whether or not they are part of your current client profile they are likely to be at some stage. Rose will examine how their need for financial advice can be satisfied, particularly in relation to protection.
Client protection needs are generally universal, including cover for a mortgage, replacing an income due to long term ill health or disability, family protection should the worst happen, or having a lump sum to pay an inheritance tax bill upon death. However protection solutions now need to be flexible, relevant and offer you and your clients' choice and control. With this in mind, Rose will explore why it's important and how it can be achieved.
Finally, she examined how to review clients protection needs in order to deliver value.
By the end of this lecture members would have gained an insight into the:
- ever-changing client landscape
- main influences affecting clients' financial planning requirements
- protection opportunities within specific client segments
Chair:
Robert Parker Dip PFS, Cert CII, Principal, Robert F Parker Financial Services.
Registration & Security
CPD events are open to CII and PFS members
Registration closes at 12pm two working days before the event date
For events held in The Old Library, Lloyd's pass holders may also attend and do not need to register
Original Photo ID (Driving Licence, Passport, Work ID with company logo and full name) is required to gain entry to all venues
Conditions:
- Email confirmations and original photo ID must be produced to security staff at the lecture venue
- Attendance confirmations are non-transferable to any other person or lecture
- All venues have limited capacity and registration and/or a Lloyd's pass does not guarantee admission
Please let us know what we can do to make our events fully accessible to you.
Contact:
Please contact Patricia Pedraza (07463 028327) with any queries regarding the CPD events programme.
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3/4 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.