Defaqto - Retirement income planning post-Budget
Time and date:
11 November 2014
Location: ETC Venues, 200 Aldersgate, London, EC1A 4HD
Organiser: Defaqto
Website: Click here
Explore how you can benefit from new advisory business opportunities in the retirement income space. Our conference will help you segment the complex and expanded retirement landscape and give you practical insights into how the various solutions, funds and products can be mapped against your clients’ requirements.
Exclusively for advisers, financial planners and paraplanners, this full-day conference on 11 November will cover conventional non-profit annuities as well as full pension income drawdown - and everything in between.
As you’re aware, retirement income is now high on the FCA’s agenda. The forthcoming thematic review on investment advice, coupled with the regulator’s 2014/15 Business Plan prioritising retirement income risks, has firmly placed this area centre stage with the added impact of the game changing 2014 Finance Bill and subsequent announcements.
At our conference, delegates will hear from leading industry figures on:
- A better understanding and depth of knowledge on the retirement income product, fund and solution landscape
- Wider knowledge of the investment strategies for the decumulation phase
- How to carry out comprehensive due diligence for retirement income solutions
The conference is accredited by both the Chartered Insurance Institute/Personal Finance Society and Institute of Financial Planning for 3.5 hours of structured continuing professional development.
