Year on year, the trend towards specific Centralised Retirement Propositions continues to grow with 62% of advisers now having a dedicated CRP or planning to implement one shortly. Centralising your retirement proposition can increase operational efficiency and provide an audit trail for your advice process. However, how are you ensuring that your centralised proposition meets the unique needs of each client and complies with PROD?
During our roadshow, we’ll be following the journey of John, who is 64 years old and looking to retire soon, he’s environmentally focused and has an average tolerance for risk. He has around £400,000 in his pension and is now looking for Financial Advice.
Throughout each session, we will discuss how technology can support you in providing the best financial advice experience for clients like John and deliver the best outcomes during their retirement.
Speakers
Toyosi LewisFE Investments |
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Ray AdamsChartered Financial Planner & Founder of CashCalc |
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Agenda
09:00
Welcome to the Roadshow
Arrivals and introduction - Including breakfast
09:30 - 10:00
Speaker: Ray Adams
Chartered Financial Planner & founder of CashCalc
Title: Onboarding John – Digitising your fact find
During this session you will learn:
- How to set up a digital fact find
- How digitising your fact find can lead to improved accuracy
- How digitising your fact find can allow you to focus more on client outcomes
- How to import/export client data between systems
10:00 - 10:45
Speaker: FE fundinfo Account Management Team
Title: How to customise your reporting for retirement using FE Analytics
During this session you will learn:
- How to create bespoke client reports
- How to review existing investments vs proposed investments
*Please bring your own laptop if you would like to walk through this session on your own account
10:45 – 11:00
Coffee break
11:00 - 11:30
Speaker: Ray Adams
Chartered Financial Planner & founder of CashCalc
Title: How much does John need to retire? – Cashflow planning
During this session you will learn:
- How to prepare cashflow plans
- How to model returns throughout retirement
- How to use real investment data when forecasting cashflows
11:30 - 12:30
Speaker: Toyosi Lewis
Decumulation Specialist FE Investments
Title: Finding the right retirement solution for John
During this session you will learn:
- How to find the right retirement solution for your client's unique situations
- How to factor bespoke retirement planning considerations into your search
12:30 - 13:00
Networking & Lunch
Venue
Covid 19
As we return to physical events we continue to monitor the situation and work closely with our venue partners to ensure the health and safety of our staff and clients.
In the run-up to your chosen seminar, we will contact you by telephone and email to confirm final details, including any safety measures in place at the venue and if you need to do anything before or on arrival.
Complete the form below to register
FE fundinfo is a trading name of FE fundinfo Limited, registered in England & Wales (03672592). Registered office 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ.
FE Investments is a trading name for Financial Express Investments Limited, which is a wholly owned subsidiary of FE fundinfo Limited. Financial Express Investments Limited is registered in England and Wales (03110696) and regulated by the Financial Conduct Authority (209967). Registered office 3rd Floor, Hollywood House, Church Street East, Woking, Surrey, GU21 6HJ.