WEBINAR - Help your client retire with confidence by powering up your CRP

Summary

Striking the right balance between your clients' goals and their tolerance for risk during retirement can be tricky. With the Financial Conduct Authority's thematic review shining a light on retirement income advice, it's increasingly vital for firms to evaluate their Centralised Retirement Proposition (CRP) to ensure they are providing the best possible outcomes for clients as they draw down their retirement funds.

Objectives

This session will explore:

• How a better understanding of attitudes towards financial risk can help deliver optimal client outcomes in retirement
• The importance of building stronger relationships with your female clients
• The psychology of investing and how you can mitigate behavioural biases and support client composure
• The benefits of a Centralised Retirement Proposition and how to enhance retirement portfolios

Biography

George Pullar, Strategic Relationship Manager LV Investments, has had a career in Financial Services since 1983, starting as a Trainee Life Inspector and holding various jobs throughout his career since. Since 2005 his main role has been that of a Strategic Relationship Investment Specialist role, dealing with advisory relationships at all levels, both UK wide and overseas, on a weekly basis in either one-to-one, webinar or face-to-face seminar environments.

Away from work, George is Edinburgh based, a devoted father to his two adult daughters and is a long-suffering season ticket holder of his beloved football team Partick Thistle. He also has a passion for all types of music, but especially Soul and Motown.

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Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Bedford and Milton Keynes, which is acting as the host institute for this event.