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What's on your client's bucket list?

Andrew Tully discusses current challenges facing clients and how advisers can help them in their retirement planning.

About the webinar

The webinar will cover:

  • The external influences and market forces affecting people as they approach retirement, including findings from a recent report by the Institute For Fiscal Studies. 
  • The importance of flexibility and regularly reviewing client retirement plans so they can achieve their goals. 
  • Practical solutions to help advisers add value to those clients in and approaching retirement.  

About the Presenter

Andrew Tully oversees the technical team and is part of the distribution senior leadership team at Canada Life. He's gained over 34 years' experience within pensions and retirement from a number of large providers. Andrew regularly comments in the media, speaks at conferences, and is a member of various industry working groups.   

Support

Your CPD certificate will be sent to your registered email address once you have completed the webinar. If you do not receive this or for any questions please email clukmarkcomm@canadalife.co.uk

Our 5*Defaqto Retirement Account can help prepare your clients for their whole retirement, find out more at www.canadalife/bucketlist 

Watch the webinar