CPD Webinar - FCA Thematic Review on Retirement Income

Join us for our October lunchtime webinar where we will be joined by Henry Cobbe, Director & Head of Research at Elston Consulting, who will examine the FCA's Thematic Review on Retirement Income.

In this webinar we discuss the key findings of the thematic review and what a good Centralised Retirement Proposition looks like, which advisers now need to have in place.

We shall follow up any questions raised after the call. CPD certificates issued within one week of the call.

Learning Outcomes

By attending this CPD Webinar, you should be able to:

1. Explain the context to the Retirement Income thematic review
2. Summarise the key findings and impact on assessing suitability in retirement
3. Consider the key factors that inform the design of a retirement income advice proposition

Elston Consulting is an investment consulting firm established in 2012 supporting UK Financial Advisers.

Elston provides independent research, analytics and insights to the investment committees of wealth management and financial adviser firms. Elston has a comprehensive set of capabilities to research, design and develop custom and ready-made multi-asset model portfolios.

Henry is Director and Head of Research at Elston Consulting which supports UK wealth managers and financial advisers with their investment proposition. After graduating in 1999 with a first class MA(Hons) degree from the University of Edinburgh, Henry started his career in the City in 1999 at Schroders as a buy-side analyst. From 2005-12, he was a Partner in a hedge fund investment management firm.

In 2012 he founded Elston Consulting to help make investing easier, lower cost and more accessible for more people. Elston works with wealth managers and financial advisers to research, design and deliver cost-efficient multi-asset investment strategies for their clients.

Henry is author of “How to Invest with Exchange Traded Funds” (2019), and of over 30 CISI-endorsed CPD papers on investment related topics for financial advisers. He is an IMC holder since 2000, and a CFA charterholder since 2004.

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