Whitepaper
30 minute read
Investments
Retirement decumulation; this time it’s personal! Check out our Retirement Income whitepaper, co-authored with Brooks Macdonald.
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.
Click below to download the whitepaper, or find out more about our Retirement Income Roadshow happening this June, and how we can help your business in creating or enhancing your CRP.
Download Whitepaper ROADSHOW DATESAbout the authors.
Christian Markwick
HEAD OF ADVISER SUPPORT
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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 firms with pragmatic, no-nonsense support, helping them understand what their goals are and creating a path to help them achieve them.
Andrew Lewis
SENIOR INVESTMENT DIRECTOR
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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 in Cardiff 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.
The DNA service.
Creating your firm’s DNA by building your PROD, Product Due Diligence (PDD), Centralised Investment Proposition (CIP) and Centralised Retirement Proposition (CRP).
Join us on the road.
We’ll be all over the UK, check out the dates below and book your place.
If you missed it, you can catch up on our TALK webinar here for a sneak peak of what’s in store.
Cardiff
Thursday 23rd May 2024
The Vale Resort
08:30 – 10:00
Plymouth
Tuesday 4th June 2024
The Duke of Cornwall Hotel
08:30 – 10:00
Exeter
Tuesday 4th June 2024
Sandy Park Hotel
12:30 – 14:00
Bristol
Wednesday 5th June 2024
Tortworth Court
08:30 – 10:00
Belfast
Thursday 6th June 2024
Merchant Hotel
08:30 – 10:00
Edinburgh
Tuesday 11th June 2024
The Balmoral
08:30 – 10:00
Glasgow
Tuesday 11th June 2024
Blythswood
12:30 – 14:00
Maidstone
Wednesday 12th June 2024
Eastwell Manor
12:30 – 14:00
Bournemouth
Thursday 13th June 2024
The Nici
08:30 – 10:00
Southampton
Thursday 13th June 2024
Utilita Bowl
12:30 – 14:00
Norwich
Tuesday 18th June 2024
Dunston Hall
08:30 – 10:00
Newmarket
Tuesday 18th June 2024
Bedford Lodge
12:30 – 14:00
London
Wednesday 19th June 2024
The Sandeman Quarter
08:30 – 10:00
Cobham
Wednesday 19th June 2024
Hilton
12:30 – 14:00
West Midlands
Tuesday 25th June 2024
Hampton Manor
08:30 – 10:00
East Midlands
Tuesday 25th June 2024
Hilton, East Midlands Airport
12:30 – 14:00
Durham
Wednesday 26th June 2024
Lumley Castle
08:30 – 10:00
Leeds
Wednesday 26th June 2024
Park Plaza
12:30 – 14:00
Manchester
Thursday 27th June 2024
Delta Hotels by Marriott
08:30 – 10:00
Liverpool
Thursday 27th June 2024
Malmaison
12:30 – 14:00
Need support with your CRP?
Book a chat with The Verve Group to find out about how we can support your firm.
Help with investments?
Get in touch with Brooks Macdonald to find out about how they can help.
