The impact of 2020 on retirement plans

The slides from this presentation are available to download below.

This presentation is applicable for financial advisers and planners and people accumulating their own pensions (everyone?)

The COVID-19 outbreak has created significant turmoil on financial markets. Combine this with uncertain economic climate, business failures and rising unemployment, pension planning is under severe pressure. Yet, our clients are relying on us to make sure their pension plans continue as normal. Stephen will explore the challenges for financial planners and share his ideas on servicing and supporting clients in a crisis.

By the end of the webinar the delegates will have gained insights into:
• The dynamics of retirement income planning
• Identifying and supporting vulnerable clients
• The benefits of cashflow modelling and wider financial planning
• Adapting ongoing adviser service to the changing needs of the client

Stephen Wilkinson FCII APFS has worked in the insurance and financial planning business for 52 years. He is a chartered and certified financial planner specialising in later life advice and retirement planning. His career has involved working in insurance claims, underwriting, broking and now financial planning. He is Life Vice President Insurance Institute of York and Chartered Champion for the Yorkshire Region Personal Finance Society. He has worked on local, regional and national committees for the CII and PFS. He is a liveryman of the Worshipful Company of Insurers and a Freeman of the City of London.

“For the safety of the participants, Yoga Roo has requested that everybody who wants to attend this session will need to agree to the health questionnaire which will be sent upon booking. All information contained therein will be treated as private and confidential. You must ensure that you are fit and well enough to participate in any session that you book, and you will at all times be responsible for your own state of health, physical condition and wellbeing. If you have any concerns about your fitness or health, you should seek appropriate medical advice from your GP, physiotherapist or other relevant professional medical or other adviser and obtain their written consent where necessary before attending a session”.

Please book your place online, joining instructions will be provided within you confirmation email and also once again when we remind you.

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