CPDFixing Letters of AuthorityFeb 4 2025Lack of LOA rule book can leave advisers ‘guessing’The lack of a rule book on letters of authority can lead to protection advisers guessing what is required, according to Sphere Assured director, Wes McCranor.
CPDAdviser technologyJan 28 2025Iress launches ‘groundbreaking’ two-way integration with CIExpert
CPDFixing Letters of AuthorityFeb 4 2025Lack of LOA rule book can leave advisers ‘guessing’The lack of a rule book on letters of authority can lead to protection advisers guessing what is required, according to Sphere Assured director, Wes McCranor.
CPDAdviser technologyJan 28 2025Iress launches ‘groundbreaking’ two-way integration with CIExpert