Face to Face - PFS - What’s in your CRP? Why a risk-targeted approach could be right for your clients

Thanks to Stuart Price for this PFS face to face training session.

Session Overview:

• History of Income Drawdown, how a niche product became mainstream and the risks this has brought the at retirement advice sector.
• Flex or Fix – How Guaranteed Income may be a need rather than a choice as your clients circumstances change through retirement.
• Retirement income strategies, the regulator has confirmed this is an area of focus, what the PFS stated as good practice in 2018 and how your investment process should adapt to ensure it can stand up to scrutiny.
• Overview of Bordier Decumulation MPS.

Venue: Kennford Room, Exeter Court Hotel, Kennford, Exeter, EX6 7UX

Timing: Registration with tea/coffee/jiuce & bacon rolls at 8:30am, session starts at 9am

Face to face CPD session ends: 10.00pm

Learning objectives:

At the end of the session attendees will be able to understand more about:

• Explore - Investment-linked Drawdown market

• Understand - Implications of Sequencing Risk

• Examine - Consumer Duty and Investment Process

• Learn - Bordier UK’s approach to Decumulation

Presenter: Stuart Price, Business Development, Manager, Bordier

Stuart has over 20 years’ experience within the financial services industry, having spent time with AXA Sun Life, HSBC, Royal London and AVIVA before joining Bordier UK in 2022.

Stuart is a Business Development Manager covering the South West and South Wales, and works closely with financial advisers, lawyers and accountants to enhance their client investment and retirement propositions.

He has successfully worked with financial advisers to enhance professional connections, particularly in the private education and legal sectors.

Stuart holds a CII Diploma in Financial Planning.

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