Expert Insights: Tackling the Thematic Review of Retirement Income & Vulnerability

In this webinar for financial advisers; retirement income & vulnerability specialists; Jonathan Barret; Andrew Storey and Sian Davies Cole will provide insights and practical guidance to help navigate the FCA's Thematic Review of Retirement Income & Client Vulnerability. You'll learn: Key findings from the FCA's review and their implications for your advice process; Strategies to identify and address vulnerability in retirement clients; Practical tools and techniques to ensure your clients' retirement income plans are sustainable and meet their needs. How to leverage technology to enhance the client experience and deliver effective retirement income advice.