Rethinking Retirement - From Strategy to Execution

After our April roadshow where we focused on retirement strategy planning and the impact of the FCA’s thematic review; 73% of our attendees confirmed that the event had encouraged them to undergo a review of their own retirement strategy. In our second event roadshow of the year; we’ll seek to educate IFAs on how to move from strategy to execution when it comes to providing best-in-class retirement advice. These events will provide: An overview of market performance throughout 2024 and a look at what may be to come A step-by-step DIY toolkit to properly document a centralised retirement proposition (CRP) Guidance on the due diligence tools available to help when executing your CRP. Risk assessment and cashflow planning advice Alternative ways to address sequencing and longevity risk.