TALK: CRP Thematic Review (featuring IBOSS)
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?
The FCA recently sent a Thematic Survey into retirement income, with a lucky 1,300 advice firms selected. Totalling a staggering 82 questions, it wasn’t an easy return for many firms!
Regardless of whether or not you received the review, this is the first instance where the FCA has proved that they are working towards being a data-led regulator. They mentioned this within Consumer Duty and now we’ve seen this come into practice. With this approach, it is now more important than ever to ensure that you have the systems and philosophies behind you to ensure you have a robust Central Retirement Proposition.
In this webinar, The Verve Group’s Christian Markwick and IBOSS’ Chris Metcalfe and Chris Rush will run through the areas we believe firms need to consider when building their proposition.
Date
- Oct 27 2023
- Expired!
Time
- 11:00 am - 12:00 pm
Location
Organizer
-
The Verve Group
-
Phone
01325 952116 -
Email
hello@weareverve.co.uk -
Website
https://weareverve.co.uk
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