New figures from TIME Investments show that advisers and wealth managers are taking advantage of the continued period of lockdown by finding time to update and improve their knowledge in technical areas of financial planning which affect their clients. TIME has seen record numbers going online for remote-learning webinars since lockdown began, attracting over 900 participants for its most recent 15-minute later life and estate planning series.

 

To support the financial advice profession in the current environment and ensure they can continue to meet the increasing needs of their clients, TIME Investments is delivering a series of short CPD-qualifying later life and estate planning webinars covering a range of ten topics such as the ever complex Residence Nil Rate Band, incapacitated clients and dealing with post death matters.

 

Sam Jermy, Business Development Director at TIME Investments, comments: “It is clear that advice professionals are making the most of the time they have while they can’t physically see clients to make sure their knowledge is as current and relevant as possible. It is increasingly likely that clients will be looking to make sure they have appropriate investment and estate planning in place through the current coronavirus crisis and beyond.”

 

The series is designed for both those that are seeking an introduction to this area of planning and also for the more experienced later life and estate planners. Each session clearly defines the subject, explains the technical workings and then explores why it represents an advice opportunity.  Each weekly webinar lasts only 15 minutes and you can choose to watch live or catch up on demand. To register for the series, please click here.

 

 

Posted: 29/05/2020 Categories: News

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