Wednesday 18th March 2020
Online
1 HRS 23 MINS
In this session we explore the practical implications of PROD for Paraplanners.
In this session we covered…
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.
Mike is a driver and survivor of platform mergers, migrations and RDR and held senior roles at Skandia and Old Mutual Wealth. He now works with platforms, advisers, banks and asset managers to help them create and communicate in a way that’s a little less corporate and a little more human.
M&G Wealth have created a page on their website where you can download the slidedeck, access resources AND complete a brief test to obtain your CPD certificate for taking part.
Tax and trusts
Tax and trusts
Personal development
Hints and tips
News
Personal development
Personal development
Financial planning
Paraplanner stories
News
Paraplanner stories
