Financial advice for clients in or approaching retirement has never been more challenging. In the last year, the 2023 Spring Budget, the cost-of-living crisis, and now the FCA’s thematic review of retirement advice, have all placed a spotlight on how advisers approach retirement advice.
Yet, many advisers are relying on their standard Centralised Investment Proposition to cover all bases, despite it being designed for accumulation rather than decumulation. And in light of Consumer Duty, ensuring that suitable products and services are recommended to clients has never been more important. Where you can implement the right processes and use the most suitable solutions, outcomes for your clients, and your business will improve.
Watch Toyosi Lewis, Retirement Investment Specialist at FE Investments, and Grant Callaghan, Financial Planning Specialist at The Verve Group, discuss the challenges that need to be overcome and the strategies financial advisers can use to enhance their retirement propositions.
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Important information
This is a marketing communication, intended for financial advisers only. Not for use by retail investors. It is not intended as a recommendation to buy or sell any particular asset class, security or strategy. The value of investments and the income from them may go down as well as up and you may not get back the amount originally invested.