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

Craig also investigates best practice in FAD file construction, what the Regulator expects you to consider when recommending FAD for your client, as well as considering how to review income drawdown plans in a compliant and cost-effective manner.*

*This webinar was recorded on 18 November 2020.

CPD learning outcomes - 50 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.