How to build and maintain a best-in-class retirement service
Join us on Thursday 28 November at 10.30am for our rethinking retirement webinar.
Based on content from our recent roadshow, this CPD-accredited online discussion will help advisers move from reviewing and strategising to implementing and executing a best-in-class retirement advice service.
When & who
Sign up below to confirm your space
Virtual Event - 28 November 2024, 10.30am start
Conduct Culture - Essential DIY plan for building and benchmarking a CRP
Andy Sutherland will cover the steps required to build a new CRP or benchmark an existing one in line with your business needs and the regulator’s expectations.
Mabel Insights - Must-have tools for executing your CRP
Mabel Insights know all about executing CRPs and Director, Gaurav Gupta will be joining us to discuss the practical tools you need for investment due diligence, client risk assessments, cashflow planning and more…
Just - Innovation in decumulation
Our friends from Just are back. This time Yannis Katsis will be talking about some of decumulation’s biggest risk factors and some alternative ways of managing them.
Wealthtime & Copia - Navigating retirement: critical decisions on platforms and investments
Our experts will be teaming up to highlight what advisers need from their platform of choice when supporting clients in retirement, and why purpose-built decumulation portfolios are more important than ever.
Q&A
Please complete the registration form to sign up for the session and if you have any questions, please contact our events team.
Wealthtime and Copia Capital Management are trading names of Novia Financial PLC. Novia Financial plc is a limited company registered in England & Wales. No. 06467886. Registered office: Cambridge House, Henry St, Bath, BA1 1JS. Novia Financial plc is authorised and regulated by the Financial Conduct Authority. FCA Number 481600