Since the FCA's thematic review into Retirement Income Advice, the timing is not just right for us to impart our thoughts, research and guidance, but it is imperative that firms now take on board what the FCA found in their recent review.
We've joined forces with the team at Brooks Macdonald to bring you our brand new whitepaper on Retirement Income. Join Christian Markwick (Head of Adviser Support, Verve) and Andrew Lewis (Senior Investment Director, Brooks Macdonald) as they impart their expertise and guidance following the FCA's thematic review.
Click below to download the whitepaper, and find out more about how we can support your business in creating or enhancing your CRP.
Having been an adviser, training and competence manager, and CF10/CF11 in the industry for many years, Christian is very well placed to understand what makes firms tick, what many are trying to achieve and how to assist them in getting there. He provides firm with pragmatic, no-nonsense support, helping them understand what their goals are and creating a path to help them to achieve them.
Andrew joined Brooks Macdonald in 2017 and is responsible for the management and development of our offices in Wales and the South West. Prior to this, Andrew worked at Brewin Dolphin where, as a Divisional Director, he headed an investment team providing discretionary fund management solutions to financial advisers and their clients. He has over 15 years experience in financial services.
A clear, well articulated Centralised Retirement Proposition is key to providing solid, consistent retirement income advice. Your firm's approach to income and cash management should form the core of this proposition which we can help you create.
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Our consultants have a wealth of experience both in delivering advice, and running advice businesses and can help you with your retirement income proposition, your client value articulation or any other element of the advice process.
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Your clients should be able to enjoy their savings when it comes to retirement - to do so, your clients will need an effective decumulation strategy to deliver income now and in the future.
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