This webinar will be delivered by David Braziel. 2020 was a challenging year for many and it’s clear as we reach the end of the first quarter of 2021 that the challenges are far from over. When the world around us feels so chaotic and uncertain, it’s tempting to throw up our hands and declare that planning of any kind is futile.
In this case study, you are a non-executive director in a financial services company. The company has experienced great success and has earned significant profits through lending assets in unit-linked funds to borrowers, in return for substantial fees to the company. The fees are so significant that they more than compensate the company for any credit risks being taken.