TALK: Retirement Income – In Partnership with Brooks Macdonald

Our TALK events take place monthly and are conducted in a Q&A style, allowing delegates to share their 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 fundamental difference between the accumulation and decumulation phases of a client’s life is becoming apparent to both the advisory profession and the (FCA). This realisation suggests that simply adjusting investment strategies isn’t sufficient. Instead, firms are likely to require different forms of advice and processes for each need.

This brings us nicely to the concept of a CRP – your Centralised Retirement Proposition (or as we like to call it, your Centralised Retirement Philosophy).

We’ve taken many years of analysis across Government reports, experiences of advice professionals, investment management data and the FCA’s current thematic review as our starting point to provide our thoughts and guidance on how to build your own CRP in the form of a paper.

You will leave understanding that a one-size-fits-all approach just doesn’t work.

Join Christian and Andrew as they dissect the whitepaper (that we will be releasing post-event), alongside discussing what it means for you as an adviser. The events will be marshalled admirably by Karl who will no doubt bring his own take on the discussions.

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Date

Apr 25 2024

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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