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Event Details

Overview

Current interest rates and natural inertia in the banking industry has provided little motivation for savers to move their cash into better interest earning accounts. As a result financial advisers have struggled to know how to best help clients with their cash reserves.

In this interactive webinar with PIMFA+ member Insignis, we review the range of cash solutions that financial advisers can provide clients who want to receive more interest and benefit from their savings. In particular, we will be highlighting how advisers can:

• Build their client base by offering another service without any extra work
• Leverage tools to see a holistic portfolio of their clients’ cash position in order to service them more effectively.

Click on the ticket section below to book your place.

 

Sponsors

Booking and Registration Information

If you are a PIMFA member please ensure you have logged in to register for this webinar, podcast or event and receive your discount. If you are unsure of your login details you can request a new password via our website or email us to reset it for you. If you are unsure whether you belong to a PIMFA member firm please register for an account or email us and we will confirm this for you. You can still register for our webinars, events and podcasts as a non-member (charges apply in some instances). Requests may take up to 48 hours to process.

Tickets

Details

Date:
4th December
Time:
10:00 - 11:00
Cost:
Free
Event Categories:
,

Organiser

PIMFA
Phone:
0207 448 7100
Email:
events@pimfa.co.uk

Venue

Zoom Webinar