On demand: What’s the right approach to retirement advice?

Advisers face new challenges when working with retirement clients. The 2023 Spring Budget, the cost-of-living crisis, and the upcoming review of retirement advice by the FCA are all impacting the way you should approach retirement advice.

However, many advisers are using their standard approach for clients in accumulation to cover their decumulation clients as well. And with Consumer Duty, it might be time to make sure you are recommending the right products and services for retirement clients. Armed with the right approach and solutions, you can improve outcomes for your clients and your business.

Join Toyosi Lewis, Retirement Investment Specialist at FE Investments, and Grant Callaghan, Financial Planning Specialist at The Verve Group, to discuss the challenges that need to be overcome and the strategies financial advisers can use to enhance their retirement propositions.

Access below.