New ERA, new thinking

Presented by

Martin Lines

About this talk

What does the future of retirement planning look like? In recent months there has been a lot of focus on retirement income advice. Whilst most of the attention has been on transfers from defined benefit schemes, there is a wider application to all retirement income advice. The main objective, of course, is better client outcomes. But how can this guidance be put into practice and how do we take account of client behaviour? In this session, Martin Lines talks to Andy Sutherland from Conduct Culture and Chris Wells from IFAs Included. We’ll review the latest regulatory developments and their impact on the future of retirement planning. We’ll also introduce a practical framework covering the key areas that need to be discussed, geared towards good outcomes for clients. You will see that by putting the client at the heart of the process, the regulatory and business needs can also be met. Learning Objectives By attending this session, you will be able to: • Recognise some of the behavioural challenges associated with retirement planning • Discuss the key steps to good client outcomes in retirement • Recognise how a robust advice process can benefit clients and the firm.

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We are a specialist UK financial services group focusing on attractive segments of the UK retirement income market. The Group is a leading and established provider of retirement income products and services to individual and corporate clients.