TALK: At Retirement (featuring FE Investments)

Our TALK events take place monthly and are conducted in a Q&A style, allowing delegates to share thoughts and opinions. During each session, we actively encourage attendees to get involved by asking questions and discussing best practices.

What are we talking about?

Financial advice for clients in or approaching retirement has never been more challenging. In the last year, the 2023 Spring Budget, the cost-of-living crisis, and now the FCA’s thematic review of retirement advice, have all placed a spotlight on how advisers approach retirement advice. Yet, many advisers are relying on their standard CIP to cover all bases despite it being designed for accumulation rather than decumulation. And in light of Consumer Duty, ensuring the right products and services are recommended to retirement clients has never been more important. Where advisers can implement the right processes and use the right solutions, outcomes for your businesses and your clients will improve.

Join Grant Callaghan, Financial Planning Specialist at The Verve Group and Toyosi Lewis, Retirement Investment Specialist at FE Investments, as they discuss the challenges that need to be overcome and the strategies financial advisers can use to enhance their retirement propositions.

Date

Jun 21 2023
Expired!

Time

11:00 am - 12:00 pm

Location

Online
Category
The Verve Group

Organizer

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