Events
Webinar: LoA Process: Just Fix It Already
Join us at our Webinar: LoA Process: Just Fix It Already. Broken Letter of Authority processes in UK wealth management
We’ve teamed up with our friends at the lang cat to ascertain the real impact of the Letter of Authority logjam. With over 200 responses to their survey, alongside several in-depth interviews, we have compiled their research to produce a Whitepaper, “LoA Process: Just Fix it Already”.
Don’t miss our Webinar, where Origo and the lang cat will launch the Whitepaper by discussing key findings and will be joined by 4 industry expert panellists, to bring balanced views from adviser and provider perspectives.
Our industry panellists are:
- Daniel Howard, Onboarding and Support Leader – Complex Advice, Skipton
- Michelle Davis, Customer Service Experience Manager, Nucleus
- Andy Clark, Senior Manager – Scripts, Evelyn Partners
- David Law, National Partnerships Manager, Royal London
Details:
Date: Tuesday, 10th October
Time: 10:30AM - 11:30AM
We look forward to seeing you there!