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
Â