Dwight Buys

1. Support the business in it`s efforts to becoming more advice driven through skills and knowledge development.
2. Legal and Technical presentations/workshops delivered to our partners and colleagues in order to equip them with the knowledge and skills to deliver or support better advice.
3. Improve advice provided to clients (policy holders) at preparation stage with a focus on larger complex cases.
4. Support financial advisers when preparing for the advice process.

5. Provide legal and technical advice with a focus on estate planning, business assurance, retirement planning and investment planning.
6.Training for financial advisers on holistic financial planning.

7. Personal consultations with clients and financial advisers.
8. Improve advice provided to clients (policy holders) at client engagement stage with a focus on larger complex cases.
9. Production of Legal & Technical collateral with the aim of improving skills and knowledge of Financial Advisers.

10. Support underwriting, product development, claims and Advice Model Design with expertise and knowledge needed for them to enhance their offerings and product to the field.

1. Assisted Old Mutual Broker distribution with comprehensive Estate planning, retirement planning and business assurance reports.
2. Support financial advisers when preparing for the advice process.
3. Support financial advisers understanding of the advice process when it relates to legal and technical aspects.
4. Improve advice provided to clients (policy holders) at client engagement stage with a focus on larger complex cases.
5. Support financial advisers when engaging clients at the point where advice is provided.
6. Compiled legal and technical articles on an annual basis which was published in Old Mutual Premiums and Problems.

7. Training for financial advisers on holistic financial planning.

8. Personal consultations with clients and financial advisers.