In this webinar, Hannah Scott is joined by special guest, Jo Campbell, Director of Para-Sols, where they will look at good and bad practices when conducting your annual review.
Hannah will approach the subject from a compliance point of view – discussing some of the poorer examples she’s seen and the impact of this.
Jo will look at this from a paraplanning angle – discussing the ways she’s interpreted the guidance and how she’s made her ASR’s efficient and compliance, without them taking up all of your time.
This gives you two different angles, providing you with practical takeaways to implement back in the office.
Simply click the button below.Book this event
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