1. • understand the advice implications of an ageing client bank
    • understand the key client needs when a care requirement arises
    • appreciate the distinction between regulated paying for care advice and unregulated care advice
    • weigh up the requirements for in house or outsourced services
    • outline the key business decisions to facilitate later life advice

    Speaker: Billy Brown, Just Retirement

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Society of Mortgage Professionals

CII group Business

The professional body for those working in the mortgage and protection market, across lending, administration, advice and broking.

To learn more visit: thepfs.org/the-society-of-mortgage-professionals/

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