Consumer Duty and the Thematic Review: The impact on retirement income advice

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Presented by

Tom Carroll, Business Development Manager, Legal & General Retail Annuities

About this talk

The way people are approaching, and funding retirement has evolved, and many clients will be looking to safeguard their income in the current volatile environment. In this live webinar, we will be joined by Tony Miles MBA, DipPFS, Secretariat of the Consumer Duty Alliance. Tony will share his expert views and insights into what advice firms could consider as part of the Consumer Duty, and its close relative, the Thematic review of retirement income advice. This 45-minute webinar will count towards your CPD hours. Hosted by Tom Carroll, Business Development Manager, Legal & General Retail Annuities, we will: - Explore the responsibilities that financial advisers must meet under the new Consumer Duty regulation and Thematic review. - Uncover the critical milestones after the 31 July deadline. - Tips to adapt your business practices to comply with the Consumer duty requirements. - Review how to segment your target market, create fair value frameworks, and identify vulnerable customers. Our guest speaker: Tony Miles MBA, DipPFS has spent nearly 40 years working with financial advisers helping them develop their propositions. His career has included working within distribution for Scottish Amicable, Prudential and then Partnership before setting up his own consultancy firm in 2014. He is Technical Director of independent care navigator My Care Consultant and one of the founding directors of both the Financial Vulnerability Taskforce and the new professional body, The Consumer Duty Alliance. He has also been Chair of the Personal Finance Society Retirement and Later Life regional roadshows over the past several years. This is not a consumer advertisement. It is intended for professional advisers and should not be relied upon by private customers or any other persons. Not to be distributed to retail clients.
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Our content provides in-depth, up to date insights for financial advisers interested in this market. Our mission is to help as many people as possible achieve financial security in later life and enjoy the colourful retirement they want and deserve. There are nearly 12 million people in the UK aged 65 or over and this segment is growing. We believe that working together with advisers, there is an opportunity to transform and improve the retirement and lending marketplace. This channel supports financial advisers and wealth managers in the UK’s retirement sector. This is not a consumer advertisement and should not be relied upon by private customers or any other persons.