Introduction by Roger Perry
Great income advice starts before you’ve met the client, presented by Richard Hulbert, Insight Consultant (Wealth and Protection)
Overview

• How to use target market Q&A to produce client segmentation led propositions and the benefits created
• How to match platforms, products, and CIP/CRPs to propositions
• How to research client income in retirement needs using propositions

Roger Perry will demonstrate how our Engage planning tool assists advisers with helping their clients plan for their retirement by utilising cashflow modelling and demonstrating to clients in drawdown the maximum sustainable income they can achieve and the impact that sequencing risk can have.

Seven common mistakes when recommending tax-advantaged investments, presented Guy Tolhurst, Director, MICAP
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