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Intergenerational financial planning

Intergenerational financial planning webinar

Our influential panel from the adviser community

Keith Richards (Chief Executive, Personal Finance Society); Abbie Knight - nee Tanner - (Director of DISCUS and A Business Innovation); Jason Butler (author and FT personal finance columnist); and Kunle Olafare (Client Director, SK Financial) will discuss:

  • maximising intergenerational financial planning opportunities
  • business models and technology
  • the role of younger advisers in financial planning firms.

Claim CPD

Watch the webinar clips below to claim 1 hour of CPD, accredited by the CII/PFS, and complete the feedback form to claim your certificate.

There's also the option to ask questions to the panel on any of the discussed topics.

Intergenerational financial planning

Learning objectives 

  • The benefits of adopting a proposition that meets the needs of additional family members
  • How to develop a strategy to adopt intergenerational financial planning proposition into your business


Learning objectives

  • Opportunities and benefits of developing relationships with employers to deliver a workplace proposition

Marketing strategies

Learning objectives 

  • How to develop a marketing strategy and what you need to consider

Succession planning

Learning objectives 

  • The benefits of bringing younger advisers into your business

Business segmentation

Learning objectives 

  • Benefits of adopting different business models for different client segmentation

CPD self-assessment and feedbackCII logo

We’ve created a certificate to record your CPD hours. To access the certificate, or to ask our panel of experts any questions regarding intergenerational financial planning, please fill in our form.

Do you have a clearer view of how to adopt an intergenerational financial planning proposition into your business?

Do you have a clearer view of the benefits of bringing younger advisers into your business?

Has this discussion given you ideas of how to engage with extended members of your client’s family?

If the question is for a specific member of the panel, please specify which member.
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