Teleconferencing is being used by Clerical Medical to help IFAs understand the opportunities and issues surrounding A-Day.
Sessions cover the technical knowledge required to meet the A-Day changes, with a number of financial advisers using the sessions to sit tests giving them compliance sign-off to advise on higher level pension arrangements. Clerical Medical believe teleconferencing has the advantage of being flexible, with advisers able to dial in from their office while still having the opportunity of one to one discussions, making it an efficient use of their time as well as saving on travel time and costs. Each session has a regular slot and comes with a downloadable PowerPoint presentation which the ...
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