Wednesday 20th May 2020
Online
1 HRS 11 MINS
Whether you’re new to the Paraplanner profession and want to find out more about CIPs or actively involved in a review of your business’ CIP, this session should help.
In this session we covered…
Institutional Business Development Director, Ascentric. John focuses on helping advise businesses weather the changing commercial, regulatory and propositional landscape we operate in. Centralised Investment Propositions (CIP) and Centralised Retirement Propositions (CRP) are high on the agenda post MiFID II and PROD, as well as trying to drive cost out of portfolios and processes. John joined Ascentric 18 months ago after 20 years with Elevate / Standard life. He doesn’t live in the Wild West – he lives in Wales.
Jonny has gained nearly 20 years experience in Financial Services from a number of different roles in advising, compliance and paraplanning (both in house and outsourced). Jonny currently heads up the team at LIFT-Financial in Cheshire. Jonny is passionate about all things financial planning, with a particular interest in how technology can be used to drive efficiencies and better communication with clients.
M&G Wealth have created a page on their website where you can read the case study, the solution AND complete a brief test to obtain your CPD certificate for taking part.
Financial planning
