The session very much focuses on the current climate we find ourselves in. With more clients than ever utilising the flexibilities afforded us via income drawdown, it’s likely some have found themselves in a situation where they’ve seen drops in the value of their pension fund, or indeed the current level of income withdrawal is no longer sustainable due to this capital depletion.
This session will focus on the current climate and consider pension drawdown, given the recent market shocks and how we can help you and your clients the understand options available.
We’ll also share the most recent guidance from the regulator and look at how this could be utilised when specifically reviewing your processes for clients approaching retirement.
Following the session you will be able to demonstrate an understanding of:
• Reviewing the client review
• Regulatory requirements
• Possible income strategies