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Postponed - The importance around working in the intergenerational planning market

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Helen Longland - Director of Learning and Development - Compliance and Performance, St James Place
Julie Greenwood - Strategic Partnerships Manager, Octopus Investments

Following the sad news of the death of Her Majesty Queen Elizabeth II, we'll be rescheduling this webinar. We will notify you with a new date when it has been arranged.

All generations are facing a 40-year-high levels of inflation and many challenges due to increases in the cost of living, but with property values continuing to increase to record levels, HMRC Inheritance Tax receipts have increased to £5.4bn in 2021.

With people living longer the average age for receiving an inheritance is increasing. Future generations are expected to inherit more than £293bn. It is also predicted that wealth passed to younger generations is projected to double over the next 20 years - and could reach as much as £5.5tn by 2047.

With the freezing of allowances until 2026 there is a growing need for intergenerational planning, with long term goals and objectives balanced against shorter term needs.

In our latest webinar Richard Cooper Business Development Manager at The London Institute of Banking & Finance, is joined by guest speakers Julie Greenwood from Octopus Investments and Helen Longland from St James Place to explore some of the key issues and skills required to ensure that advisers can identify and add value to clients and their families, ensuring they are well placed in an increasingly important area of financial advice.

By attending this webinar, you will:

  • gain an insight and understanding of the important issues within the intergenerational planning market
  • be able to identify the range of business opportunities that exist
  • identify the skills required to be able to discuss key issues across generations
  • be aware of the support available to gain momentum within the market
  • be eligible to claim CPD if it is relevant to your development.

Who will be speaking?
Helen Longland - Director of Learning and Development - Compliance and Performance, St James Place
Julie Greenwood - Strategic Partnerships Manager, Octopus Investments

Helen Longland is a Fellow of both The London Institute of Banking & Finance and CII and a Chartered Financial Planner, Helen is Director of L&D Compliance and Performance for the SJP community. In her 25 years + in financial services, Helen has developed a particular interest in evolving advisers' knowledge and skills to deliver exceptional client outcomes in the ever changing social and financial landscape.

Julie Greenwood joined the Strategic Partnership Team of Octopus Investments in April 2021 with a focus on delivering growth through a small number of key intermediary relationships. With over 25 years in Financial Services, her career spans senior distribution roles across financial services. Julie joined from British Friendly where she was Distribution and Marketing Director and has worked within major providers, including Vitality, Legal & General, Aegon and Standard Life.

Julie sat on the Board of the Women in Finance Charter, an initiative established by HM Treasury to improve gender diversity and secure equal opportunities within the financial services sector. In her spare time, Julie volunteers for Rochdale Dog Rescue and she lives in Lancashire with her partner, and their four dogs.

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