In the current climate, financial resilience can be a challenge.
How do the economic, political, and regulatory factors make a difference to clients in retirement? Why has ‘modern portfolio theory’ been called into question? How does this change the thinking around retirement income?
In this session, Martin Lines will talk to Andy Sutherland from Conduct Culture. You’ll hear Andy’s views on the regulator’s current thinking on retirement advice and highlight some of the emerging risks for advisers. Learn about some practical steps that you can take now to ensure your business is in good shape to fully embrace the Consumer Duty. Ultimately, we’ll see where the opportunities lie to reassure clients and consider ways to alter the investment strategy, especially when the best outcome is a more sustainable income!
By attending, you’ll be able to:
- Examine strategies for sustaining retirement income.
- Recognise the key aspects of the Consumer Duty.
- Discuss the role of guarantees in an overall retirement income strategy.
Register for this webinar on Tuesday 22 November at 10:00 and gain 60 minutes of CPD.
For more information
Please contact Just here or alternatively, contact their events team on 01737 233315 or by email.