Cash management

Beginner
Financial planning
Self certified
Video
Date:

Wednesday 11th December 2019

Location:

Online

Duration

1 HRS

Exploring everything paraplanners need to know about cash management.

Learning objectives

In this session we covered…

  • Overview of the cash market
  • What are challenger banks and what’s their impact been?
  • Why advisers do and don’t advise on cash
  • Some common planning scenarios
  • What is Octopus cash, who uses it and why

Speakers

1
Alex Schlee
Octopus

Alex joined the team in February of 2017 as a Business Development Manager and spent 2 years speaking to thousands of Financial Advisers and Paraplanners across the UK around cash and cash management. He is now the Cash Sales Manager focussed on finding the best ways for Octopus Cash to reach a wider audience.

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