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FOR ADVISERS ONLY

Income drawdown - the good, the bad and the ugly

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Hear from Craig Muir as he looks at the market trends since pension freedoms began in 2015, including changes in withdrawal patterns and the consideration of changes in the demographics of UK society. Craig also talks about the retirement outcomes review (ROR), how this has changed at retirement advice and much more including best practice in FAD file construction how to review income drawdown plans in a compliant and cost effective manner.*

*This webinar was recorded on 27 February 2020.

CPD learning outcomes - 45 minutes

60 minutesAfter watching this webinar, you'll be able to:

  • 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.

This website is intended for financial advisers only and shouldn't be relied upon by any other person. If you are not an adviser please visit royallondon.com.

The Royal London Mutual Insurance Society Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The firm is on the Financial Services Register, registration number 117672. It provides life assurance and pensions. Registered in England and Wales number 99064. Registered office: 55 Gracechurch Street, London, EC3V 0RL.