Retirement Planning - FREE Workshop (Free with your conference ticket)
Harrogate July 1st, London July 3rd
Making Sense of Retirement Planning – Advanced Insights
9:30am - 12:30pm
Some 650,000 people reach the in/at-retirement decision stage in the UK each year. This presents a massive opportunity for IFAs but also comes with major compliance risks in relation to reviewing existing products (including complex with-profits policies) and the proper and consistent assessment of a raft of competing new offerings targeted at older clients.
Ned Cazalet of Cazalet Consulting and Bruce Moss of Towers Perrin are leaders in the field of providing advice and technology to help IFAs review "legacy" client product holdings, as well as compliantly assessing the merits of complex new products and the financial strength of their providers.
Ned and Bruce will provide an invaluable, free and information-packed half-day workshop designed to help advisers de-risk the advice process, enhance the quality of client advice and maximise the substantial business opportunities arising from the UK's demographic changes.
Among other things, the workshop will:
- Explore the wealth of opportunities for IFAs arising from demographic changes and the huge up-coming growth in pre/in/at-retirement planning market, which already generates private investor investment flows of more than £40bn a year.
- Guide IFAs around compliance pitfalls in respect of individual and group pension transfers (running at £50bn a year) so as to improve client outcomes and keep the FSA happy.
- Explore current issues and explain recent developments in the tricky £400bn With Profits sector, and provide IFAs with tools and tips to advise on existing and new business and ensure that clients extract the most value from their holdings.
- Equip IFAs with the methodology and capability necessary to keep abreast of and capitalise on the fast-developing and burgeoning market (already running into £ billions) in complex variable annuity and other "third way" products and facilitate robust analysis of competing provider offerings to produce high value advice for clients.
Ned Cazalet
Cazalet Consulting
Bruce Moss
Towers Perrin
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