The Prudential recently hosted an extremely insightful webinar offering expert insights on these hot topics. The panel comprised Damian McPhun, a specialist litigation lawyer who represents advisers with both FOS and the FCA , Dan Kelly, a leading PII Broker talking about how to give your firm the best chance of securing good terms on its PII renewal, Russell Facer, MD threesixty sevices, giving his expert and experienced insight into the DB market, and our own CEO Andy Kirby talking about how advisers are using Money Alive to avoid complaints, improve their PII conversations and sharing his own experience as an adviser. Skillfully hosted by Vince Smith-Hughes the topics are covered at the following time points:
- 0.00: Introduction and discussion on triage
- 20.00: Dealing with complaints
- 39.00: PII
- 51.00: Good practice
- CPD is available too.
If you use Money Alive, not only will you have better informed clients you will also be able to demonstrate to PII insurers robust risk management and working practices
MD O3 Insurance Solutions
Brilliant bit of kit.
Managing Director MPA
I especially like the fact that they gave pro's and con's with the different case studies, which you can then relate to your own circumstances.
June 2018
It's very good.
Pensions Expert
They are very good. Written in a simply, easy to understand way, plus sometimes it is easier to listen/watch than read a pamphlet of a 100 pages!!
March 2018
Thanks ,
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Thanks ,
We'll be in touch shortly. Need to talk to us sooner? Email [email protected] and we'll be happy to help.
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