CoronavirusApr 23 2020

Guide to advice during the pandemic

pfs-logo
cisi-logo
CPD
Approx.60min
  • Explain some of the concerns clients have right now
  • Identify some of the issues with videoconferencing
  • Describe The Pensions Regulator's stance towards DB pension transfers

Guide to advice during the pandemic

  • Explain some of the concerns clients have right now
  • Identify some of the issues with videoconferencing
  • Describe The Pensions Regulator's stance towards DB pension transfers
pfs-logo
cisi-logo
CPD
Approx.60min
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Introduction

By Melanie Tringham
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The Covid-19 pandemic has turned most people's worlds upside down - either through direct contact with it, or through the transition, almost overnight, to social distancing and working from home.

This has made many changes to many aspects of people's lives, not least financial advisers and their clients.

This could be either the direct impact on stock markets, and consequent impact on investment portfolios and pensions; it could be the housing market, and knock on consequence onto the mortgage market; and it could be as simple as basic issues, such as how does and adviser hold a meeting with clients?

This guide will look at some of these questions, and try to address some of the issues most pressing in advisers' minds.

It is worth an indicative 60 minutes' CPD.

In this guide

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