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Investment Pathways: Where are they going?

In this CPD qualifying webinar Andrew Tully, Technical Director at Canada Life will discuss the new investment pathway process including the challenges advisers and advised clients may face.

About the webinar

Date: Wednesday 20th January 2021

CPD 35 mins (structured)

In this CPD qualifying webinar Andrew Tully, Technical Director at Canada Life will discuss the following:

- The new investment pathway process
- How providers may be exempt from the pathway process
- The rules around cash warnings and the provision of costs & charges information
- The challenges advisers and advised clients may face