John Chew, Technical specialist: Pension, Tax, Trust and Estate Planning and Julia Peake, Technical specialist: Tax, Trust and Estate Planning at Canada Life, will be at II Connect 2023 later this week, presenting their session 'Advice in a changing landscape':
"The financial landscape we work in is forever evolving and ensuring we keep up and comply with all the social and regulatory changes means you can add value to your clients and allowing them to achieve their financial objectives. However we know this is not easy, given all the competing priorities we have on a day to day basis.
"In our session, we will be taking a closer look at the changes affecting clients in 2023 and the impact these could have on a client's holistic plan and how reframing your approach, could give the client not only what they want but also what they need. We will also be looking at why investment bonds are making a 'come back' and how they can play a bigger part in a client's portfolio, especially when considering the implications of emigrating from the UK."
Register online here today to join us in London on 25 May.
