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Event Date Wed May 19 EDT (5 months ago)
Location Webinar
Region All

This is now the focus of regulatory attention – the FCA set out its intention to carry out further work on the suitability of advice, with a focus on consumers on taking an income in retirement.

Scottish Widows will therefore highlight how clients drawing on pension funds can have very different needs and objectives to those accumulating, and how advisers ought to consider a different approach to their standard advice and investment process.

Learning Objectives

At the end of the session, participants will be able to:
• Describe the changes in buyer behaviour since pension freedoms were introduced.
• Consider the assessment of capacity for loss for clients approaching, at and in retirement.
• Outline the key elements of a Centralised Retirement Proposition and why/how it may differ to a Centralised Investment Proposition.
• Understand the relevance of guaranteed income in a retirement portfolio.


2021 Speakers

Gavin Jobson-Wood
Regional Sales Manager, Scottish Widows

Janice Holt
Strategic Relationship Manager, Scottish Widows