Thursday 14 December 2023, 10:00-11:00

Event overview
We guide you through building a compliant, efficient, repeatable, retirement advice proposition using the best practices highlighted in the FCA thematic review and required by the Consumer Duty.
Ultimately, we are looking to help you increase consumer understanding, while decreasing your costs and risks.
We will deep dive into three best practices:

  • Using target market data to create propositions your clients need, want, and value, while increasing your profitability
  • Using Engage to identify and evidence the most ‘suitable’ and ‘fair value’ combination of platforms, products, and investment solutions.
  • Using income drawdown to balance income and growth while avoiding longevity and sequence risk.
  • Using cashflow modelling to evidence the suitability of your advice, while increasing your clients understanding.
REGISTER FOR THE VIRTUAL
Thursday, December 14, 2023
10:00 AM - 11:00 AM

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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REGISTER FOR THE VIRTUAL

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