Investing
INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Warning: file_get_contents(/nas/content/live/octgrpdevnew/wp-content/themes/investments/dist/scripts/headScripts.js): Failed to open stream: No such file or directory in /nas/content/live/octgrpdevnew/wp-content/themes/investments/template-parts/personalisation-modal.php on line 19
Advising older clients during the pandemic
INVESTING Individual Investor Financial Adviser Institutional Investor FUNDING Entrepreneur Real Estate

Advising older clients during the pandemic

Overview

Date Available now on demand Duration 49 minutes

Register to attend

Advising older clients during the pandemic

We spoke to guest expert Tish Hanifan, founder and joint chair of the Society of Later Life Advisers (SOLLA), about advising vulnerable clients remotely. 

Plus, we heard how some advisers are continuing to advise elderly clients at this time.

You'll notice that there are two minutes of holding screen at the start. This is intended to ensure you have time to check your sound and perhaps even boil the kettle and get settled before the show starts. If you want to though, you can skip forward two minutes.

More about the series

Our presenters

More episodes in this series

On demand webinarCPD activity
Available now on demand

Helping clients overcome investment fears

In this episode we were joined by behavioural finance expert Greg Davies for practical tips on helping clients overcome the fear of investing during times of uncertainty.

Duration: 1hour
More information
On demand webinarBusiness ReliefVenture Capital TrustsCPD activity
Available now on demand

Planning opportunities for clients who own a business

Our in-house experts discuss ideas that can maximise the planning you do for business owners. And you'll hear from advisers on the planning they’ve put in place for business owning clients.

Duration: 54mins
More information