Provide better guidance to retirees!
The FCA’s review of retirement income advice highlights a growing need for better guidance for retirees. As more people access their pensions, the risk of poor outcomes increases.
The industry needs more consistent and robust ways to support individuals with personalised advice for a successful retirement.
To address this need, Oxford Risk has launched a new Retirement Income Suitability solution. Available via Oxford Risk’s Investor Compass software, advisers and wealth managers are now able to apply a critical behavioural lens to better understand and support their clients as they enter retirement.
Advisers now also benefit from the ability to evaluate guaranteed income/annuities and the overall suitable risk for additional invested assets during decumulation.
Hosts: Thomas Mitchell, Client Director and Tom Kelly, Client Development Manager.
Watch our on-demand webinar now to discover:
- How behavioural insights can improve outcomes for investment clients
- How to answer the complex question of how much of a retiree’s pot should be used to purchase an annuity and what risk is suitable to take with the remaining invested assets
- A demonstration of Oxford Risk’s new Retirement Income Suitability solution
- Practical applications for financial advisers and wealth managers
Complete the form below to watch now.
