Keynote address from head of research (adviser services) about 'Choosing the best technology to offer protection efficiently'
We are pleased to unveil that Adam Higgs, head of research (adviser services) for F&TRC, will provide the keynote address at our first ever COVER Protection & Tech Forum on 2 May (One Birdcage Walk, London). Entitled ‘Choosing the best technology to offer protection efficiently' and taking place at 9.20am, the presentation will cover the following points: Using the right systems and reviewing your practice management system provider Meeting CPD requirements and the impact of IDD Open...
Five levels of cover
She joined mid-2018
At the end of March
Connecting the dots
Advisers can create ‘product features report’