During our roadshow, we follow 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.
Onboarding John – Digitising your fact find
Speaker: Ray Adams
Chartered Financial Planner & founder of CashCalc
During this session you will learn:
- How to set up a digital fact find
- How digitising your fact find can lead to improved accuracy
- How digitising your fact find can allow you to focus more on client outcomes
- How to import/export client data between systems
How to customise your reporting for retirement using FE Analytics
How much does John need to retire? – Cashflow planning
Finding the right investment solution for John
This document has been prepared for general information only. It does not contain all of the information which an investor may require in order to make an investment decision. If you are unsure whether this is a suitable investment you should speak to your financial adviser. You may get back less than you originally invested.
© FE fundinfo 2021
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.