TALK: Pain in the ASR’s?



10:00 am

In this webinar, Hannah Scott is joined by special guest, Jo Campbell, Director of Para-Sols, where they look at good and bad practices when conducting your annual review. 

Hannah approaches the subject from a compliance point of view – discussing some of the poorer examples she’s seen and the impact of this.

Jo looks at this from a paraplanning angle – discussing the ways she’s interpreted the guidance and how she’s made her ASR’s efficient and compliant, 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.