RegulationJan 26 2016

Earn CPD and learn about insistent clients

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Earn CPD and learn about insistent clients

The latest FTAdviser On Air broadcast took place on 26 January and examined how you should handle clients who want access to their pension cash at any cost and aren’t interested in the best advice you can give them.

The webinar considered whether you should ‘just say no’ to insistent clients or whether you can facilitate a transaction you don’t agree with confident there will be no regulatory ramifications.

You can now watch an on demand version of the live debate by clicking here and earn 30 minutes of CPD by answering questions on the content of the webinar.

Our expert panel consisted of Robin Ellison, head of strategic development for pensions for Pinsent Masons, Keith Richards, chief executive of the Personal Finance Society, and Mike O’Brien, managing director of TenetConnect & TenetSelect.

emma.hughes@ft.com