Retirement - Unpacking the thematic review

Presented by

Martin Lines and Andy Sutherland

About this talk

In this session, we’ll look at the main themes of the FCA’s Retirement Income Thematic Review. We’ll discuss the key findings and how to translate these into practical steps to demonstrate a robust approach to retirement income advice. We’ll look at the assessment tool released by the regulator as well as other resources that will help to formalise a plan to meet your clients’ retirement objectives. Join us for this informative and interactive webinar, as we discuss how to provide a good retirement income advice service that meets the FCA’s standards and delivers positive outcomes for your clients. By attending this webinar, you’ll be able to: • Explain the FCA's expectations and principles for providing retirement income advice • Apply best practices and tools to document and evidence your retirement income advice process • Evaluate and improve your retirement income advice processes
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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.