Adviser Roadshow 2021
Year on year, the trend towards specific Centralised Retirement Propositions continues to grow with 62% of advisers now having a dedicated CRP or planning to implement one shortly. Centralising your retirement proposition can increase operational efficiency and provide an audit trail for your advice process. However, how are you ensuring that your centralised proposition meets the unique needs of each client and complies with PROD?
During our roadshow, we’ll be following the journey of John, who is 64 years old and looking to retire soon, he’s environmentally focused and has an average tolerance for risk. He has around £400,000 in his pension and is now looking for Financial Advice.
Throughout each session, we will discuss how technology can support you in providing the best financial advice experience for clients like John and deliver the best outcomes during their retirement.
Join us on Thursday 25th November at 09:00 (BST) for an in-person event about how to deliver the best advice outcomes for clients in retirement.
Date: Thursday 25th November 2021
Time: 09:00 (BST)
Duration: Approximately 4 hours
At this event we will cover:
09:00 - 09:30 Breakfast and introductions
09:30 - 10:00 Session 1: ONBOARDING
Ray Adams, founder of CashCalc will show you how to set up a digital fact find, use that fact find to improve accuracy, how this helps you to focus on client outcomes and how to import/export client data between systems
10:00-10:45 Session 2: CUSTOMISE REPORTING
Our Account Management Team show you how to customise your reporting for retirement using FE Analytics, including bespoke client reports and how to review existing investments
10:45-11:00 Coffee break
11:00-11:30 Session 3: CASHFLOW PLANNING
Ray Adams talks through how to prepare cashflow plans, model returns throughout retirement and how to use real investment data when forecasting cashflows
11:30-12:30 Session 4: RETIREMENT SOLUTIONS
Toyosi Lewis of FE Investments discuss how to find the right retirement solution for your client's unique situations and how to factor bespoke retirement planning considerations into your search
The Spa Hotel
Royal Tunbridge Wells
Complete the form below to register
FE fundinfo is a trading name of FE fundinfo Limited, registered in England & Wales (03672592). Registered office 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ.
FE Investments is a trading name for Financial Express Investments Limited, which is a wholly owned subsidiary of FE fundinfo Limited. Financial Express Investments Limited is registered in England and Wales (03110696) and regulated by the Financial Conduct Authority (209967). Registered office 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ.