Rethinking Retirement Webinar
Join us on Thursday 27 June at 2pm for our rethinking retirement webinar.
Based on content from our recent roadshow, this CPD-accredited online discussion will focus on the FCA’s thematic review findings and what it means for you and your clients.
When and who
Virtual Event – 27 June 2024, 2pm start
2-2.15pm – Snapshot of the macro retirement landscape – lang cat
Mike Barrett from the lang cat will provide invaluable insight into the implications of the FCA’s thematic review and its impact on retirement income advice.
2.15-2.30pm – Innovation in decumulation – Just
Just’s Yannis Katsis will discuss the impact of the review on guaranteed income and the role Secure Lifetime Income (SLI) products can play in drawdown portfolios.
2.30-2.45pm – Platform due diligence for your retirement strategy – Wealthtime
As we enter a new phase of retirement planning, Helen Austin will outline the key considerations for advisers when selecting their platform of choice.
2.45-3pm – Addressing needs with a Centralised Retirement Proposition (CRP) – Copia Capital
Tony Hicks will discuss how accumulation and decumulation portfolios differ and how purpose-built retirement portfolios are constructed to mitigate sequencing and longevity risks.
3-3.15pm – Q&A
Please click here to register for the session and if you have any questions, please contact our events team.