Retirement Outcomes: Suitable or not?

Join us for a 45 minute webinar on the changing landscape of retirement outcomes. We look at the issues surrounding the Suitability Review - or rather - the lack of it!

Who should attend?

• Advisers - advising on retirement income planning
• Business Owners and Compliance Managers - seeking to minimise the risks associated with pensions outcomes and evidence their approach to the regulator and insurers.
• Paraplanners and support staff who want to brush up their knowledge
• Marketing teams looking to capitalise on retirement income planning opportunities

What’s being discussed?

Introduction - Andy Kirby CEO Money Alive and Financial Adviser

• Observations on the Suitability Review - conspicuous by its absence!

Conduct Culture, Risk and Insurance - Andy Sutherland

• PROD is the answer. What’s the question?
• Customer Outcome or Experience?
• Info Needs rather than Disclosure
• The stance of the FCA, TPR & FOS

Powered by technology - Andy Kirby

• Technology for Pension Freedoms - Education and engagement at scale.

Q&A