In The Know Web Reg 1360X784px Business Woman

Drawdown - Reviewing Suitability

Webinar exploring practical ideas to develop and evolve your Drawdown review proposition.

About the webinar

Date: Wednesday 7th October 2020

CPD 35 mins (structured)

In this CPD qualifying webinar Jeremy Martin, Pension, Tax & Estate Planning Consultant at Canada Life and Andy Kirby, CEO at Money Alive will discuss the following:

  • The Regulator’s continued focus on suitability of retirement advice
  • How a Centralised Retirement Proposition (CRP) review can help clients keep their financial retirement journey on track
  • The key components of a Drawdown review as part of a CRP
  • Practical ideas to develop and evolve your Drawdown review proposition