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Retirement Income Advice Review
Our webinar investigates the FCA’s Retirement income advice thematic review – TR24/1. The findings in this report are based on the responses from the 977 adviser firms who answered the FCA’s data survey, and a desk-based review of 24 firm’s files.
We’ll explore aspects of retirement income advice such as income withdrawal strategies, risk profiling, advice suitability and the use of cashflow modelling tools.
With income drawdown being the most common means of accessing pension pots since pension freedoms were introduced in 2015, this insight into the regulator’s expectations will be of significant benefit to firms advising on retirement options.
Learning objectives:
By the end of this session, you will be able to:
- List the regulator’s main concerns with retirement income advice.
- Identify good and poor practice associated with retirement income advice.
- Outline best practice for income drawdown reviews.
Click here to download the webinar slides.
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