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Clerical Medical holds A-day teleconferences

Clerical Medical has been holding teleconferences with IFAs to enable them to prepare for A-day without leaving the office.

Advisers can dial in to the conference from their office or have one to one conferences, saving travel time and cost.

The firm says feedback from the sessions has been positive and a number of financial advisers have been able to use the sessions to sit relevant tests, giving them compliance sign off to advise on higher level pension arrangements. The sessions have regular times and come with a downloadable PowerPoint presentation, which the adviser is talked through.


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