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Part 2 – How can technology help you with Consumer Duty?

1 min read 13 Oct 22

Date: Thursday 13th October

Time: 10.00am – 11.30am (including up to 30 minutes Q&A)

Session outline:
 In this session, hosted by Pru’s Colin Simmons, he’ll be joined by special guest Nick Eatock, CEO and Co-Founder of Intelliflo. Nick is one of the leading industry authorities on the use of technology, and how advisers can use it for the benefit of their clients and their own businesses. 

They’ll focus on how technology can help you meet the new requirements, what’s already available and what further developments and actions might be needed. In addition, Neil MacLeod, Technical Manager at M&G Wealth will look at our range of tools and calculators and how they can be used to help meet client objectives.

Presenters:
Colin Simmons, Business Development Manager at Pru
Nick Eatock, CEO and Co-Founder of Intelliflo
Neil MacLeod, Technical Manager at M&G Wealth

Learning objectives
By the end of this seminar you’ll be able to:

  • Describe how practice management software can help to meet the new requirements
  • Explain how collecting the right MI can help to meet the requirements of the annual report
  • Articulate how M&G Wealth’s tools and calculators can help achieve good client outcomes.

Book your place here

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