Complete the form to download our Wealth Manager's Guide to Retirement Income Suitability.
As the FCA's most recent thematic review continues to focus on retirement income advice, clients and financial advisers alike are looking for an answer to the important question of how best to turn life savings into desired lifestyles.
Since pension freedoms in 2015, retirement planning tends to include a combination of an 'income' from a guaranteed source, like an annuity, in combination with a fund that remains invested, from which future 'income' can be taken. As we explored in our Suitable Drawdown whitepaper here, this had only been undertaken in isolation up until now.
Download this guide now to discover:
- What the FCA findings and recommendations are from their Thematic Review of Retirement Income Advice
- How to identify and support vulnerable clients
- The role that cashflow modelling and technology plays in retirement income advice
- How to improve financial decision-making and outcomes for clients at or in retirement
