Webinar: People risk and succession planning

This people risk and succession planning webinar will educate you about succession planning within business, and how to implement a strategy to minimise or remove the risk from your business.

This webinar, delivered in partnership with business advisory experts Partners&, will explore key themes and thoughts around people risk / succession planning, and risk management, such as looking at what those risks are, and how to identify those risks. The current state of the SME market and why people risk is important will also be explored, as well as looking at the ways in which solutions that advisory businesses such as Partners&. can provide will help either minimise the risk or remove it altogether to a business. Finally, Partners&. will run through the team that supports businesses in this area and paint a picture of what their client journey looks like.

In this webinar, you will learn: 
  • what people risks your business can face;
  • how to identify those risks;
  • the state of the current SME market around risk management;
  • how the people risk team at Partners& can help.

Sign up to watch the people risk and succession planning webinar:

Speakers and partners for the people risk and succession planning webinar

James Porter

Jimmy – as he’s better known – is the Head of Business Protection at Partners&, looking after a well experienced team of advisers and support individuals. Jimmy also advises businesses on their people risk. Jimmy has over 20 years of experience within the Wealth Management space, working in some of the most senior advisory roles in financial services as well as working with notable SME’s and Blue-chip companies in the UK. Jimmy has considerable expertise in Business Protection, wealth management and client servicing, Jimmy is Diploma qualified.

Yusuf Ali

Yusuf has over eight years of experience within financial services within the wealth management, venture capital and protection space. Yusuf has worked within some of the most well-known providers in the UK, and he has built a well-respected reputation within the Protection industry from his time at AIG. Yusuf is Client Executive at Partners&, advising on technical and complicated business and personal protection cases. He has also worked with very well known HNW individuals and household names within the UK and the world. Yusuf is Certificate and Degree qualified.

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