MASTER: At Retirement

Retirement income, could this be the new hot topic replacing Consumer Duty? Okay, maybe not replace, but the two are highly interlinked. Towards the end of last year, the FCA announced their thematic review into the retirement income space. Now the arrival of this has been teased since the cancellation of the Assessing Suitability Review 2 in 2021 so it’s not surprising.

A couple of points have prompted the exact timing of this work;

  • Pension freedoms and the need for a review of the impact of these in the advice sector.
  • Cost of living crisis – The need for accessing retirement savings, and the potential vulnerability characteristics existing.
  • Consumer Duty – An assessment of how firms are implementing the upcoming duty.

This workshop aims to look at the internal processes associated with offering retirement income advice, looking at regulatory standards and best practice.

Why should I attend?

At the end of the workshops delegates will be able to:

  • Understand the importance of a robust retirement income advice process.
  • Ensure they have the relevant documentation, and training and competency plan to review compliance with internal processes.
  • Be able to compile a compliant at retirement file.
  • Record the workshop as 3.5 hours of structured CPD.

When? 7th December 2023
Where? Online
Cost? £174 VAT for clients of The Verve Group or £240 VAT for non-clients.

Date

Dec 07 2023
Expired!

Time

9:30 am - 1:00 pm

Location

Online
The Verve Group

Organizer

The Verve Group
Phone
01325 952116
Email
hello@weareverve.co.uk
Website
https://weareverve.co.uk
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