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Income drawdown - the good, the bad and the ugly

Published  02 December 2020
   50 min CPD

Hear from Craig Muir as he summarises the main concerns from the FCA in their Retirement Outcomes Review (ROR), the key changes impacting the advice process and upcoming changes. 

CPD learning outcomes - 50 minutes

  • Identify the risk factors associated with income drawdown
  • List the regulator's main concerns with income drawdown
  • Identify how you can review your client's drawdown plan compliantly and cost effectively.

Whats covered

  • Best practice in FAD file construction
  • What the Regulator expects you to consider when recommending FAD for your client
  • Considering how to review income drawdown plans in a compliant and cost-effective manner.*

*This webinar was recorded on 18 November 2020.

CPD certificate of completion

Once you've watched the webinar, simply complete the short quiz below and give us a few details in order to receive a CPD certificate of completion.

Check your knowledge

To gain your CPD certificate answer the following questions.

1. How many default investment pathways have been proposed in the FCA's Retirement Outcomes Review?
2. When will the FCA's new rules on Investment Pathways come into effect?
3. Which FCA COBS rule details what should be included when an initial recommendation is made to a retail client for income withdrawals?
4. Which BCE is an important planning point for those clients still in drawdown at age 75?
5. Which of the following is not one of the FCA's four risk factors when entering income drawdown?

CPD certificate details

Please enter your details below in order to receive a CPD certificate of completion.

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