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Retirement Roadshows

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Pension freedoms brought fundamental change to retirement planning and the way your clients can take money from their pension. 

The subsequent rise in drawdown, and the much-welcomed increase in choice and flexibility came with additional risks. Heightened exposure to sequencing and longevity risk, and the steady decline of defined benefit pensions, should have led to a shift in retirement planning strategies. To find out, the FCA launched its thematic review of retirement income advice in 2019. Paused due to the pandemic, it has now been published and you can read the findings here.

The direction of travel from the regulator is clear. Firms will have to reassess existing retirement investment and income strategies to ensure they are fit for purpose. Advice models that are not suitably designed to meet the specific needs of clients in decumulation will come under scrutiny. 

A new phase of retirement planning is on the horizon. That’s why we’ve pooled together the resources from our teams at Wealthtime and Copia, and experts from across the industry to provide insight to help advisers assess their current retirement strategies, and plan for the future.

This content is intended for professional advisers only.

Retirement roadshows

When we hosted our first round of Rethinking Retirement Roadshows, nearly three quarters of attendees told us they were actively reviewing their retirement strategy.  

So, we’ve gathered some of the best minds in the industry to help. Now, six months later, we’re ready to send our experts back on the road! This time they’ll be out there helping advisers move from reviewing and strategising to implementing and executing a best-in-class retirement advice service. 

We’ve added some new faces to our line up this time around… 

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What's on the agenda?

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Copia Capital


The year so far and the US election

Copia’s Senior Portfolio Managers will provide an update on what’s happened in the markets recently and discuss what impact the upcoming US election will have on the rest of the year. 

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Wealthtime & Copia


Managing your CRP – getting the most out of your platform and DFM 

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. 

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Just 


Alternative ways to address sequencing and longevity risk

Our friends from Just are back. This time they’ll be talking about some of decumulation’s biggest risk factors and some alternative ways of managing them. 

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Mabel Insights


Must-have tools for executing your CRP

Mabel Insights know all about executing CRPs and they’ll be joining us to discuss the practical tools you need for investment due diligence, client risk assessments, cashflow planning and more… 

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Conduct Culture


Essential DIY plan for building and benchmarking a CRP

Conduct Culture 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.

Rethinking Retirement Webinar

On Thursday 27 June at 2pm we held our rethinking retirement webinar. If you missed it, you can find the recording here.

Based on content from our recent roadshow, this CPD-accredited online discussion focussed on the FCA’s thematic review findings and what it means for you and your clients:

  • Snapshot of the macro retirement landscape - lang cat
  • Innovation in decumulation - Just 
  • Platform due diligence for your retirement strategy - Wealthtime 
  • Addressing needs with a Centralised Retirement Proposition (CRP)  - Copia Capital
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Latest retirement articles

Robert Vaudry 
Wealthtime and Copia Capital 

Navigating the transition to retirement - now is the time to change gear 
Read More >

The future of decumulation advice 
Read More >

Rethinking retirement – the importance of flexibility in retirement planning
Read More >

Advisers need to consider different approaches to retirement income in light of FCA review
Read More >

 

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Tony Hicks
Copia Capital 

Decumulation: How blending investments and annuities can work
Read More >

Using pensions for legacy planning
Read More >

A different approach when it comes to decumulation?
Read More >

Innovating investment for retirement income
Read More >

 

Rethinking Retirement: Changing Gear

Conducted in partnership with the lang cat, the findings are based on the survey responses from 160 advice professionals. 93% of respondents are employed by or own an independent advice firm. 

Get invaluable insights on: 
-    The implications of the FCA’s thematic review 
-    CIPs vs. CRPs
-    How retirement planning strategies are changing 
-    What criteria is key to other advisers when selecting their platform of choice 
-    The re-emerging role of guaranteed income for clients decumulation 

Please note this report is intended for professional advisers only. 

Download the report here >

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Guides and factsheets

The Advisers Guide to Retirement Planning Today

As retirement planning enters its most substantial new phase since pension freedoms, get ready by reading our new guide. 

Based on our recent Rethinking Retirement roadshows - download it now to get invaluable insights on: 
  • Due diligence tips for assessing platforms and your Centralised Retirement Proposition (CRP)
  • The implications of the FCA’s Thematic Review 
  • Platform essentials for retirement planning today 
  • What a modern approach to secure income looks like 
  • Actual purpose built decumulation portfolio solutions. 
Please note this guide is intended for professional advisers only. 

 

Copia’s Retirement Income (RI) portfolios provide a purpose-build decumulation portfolio strategy that addresses the different needs and risks facing clients in retirement. 


Download info sheet >

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Copia’s Retirement Income Plus (RI+) offers a fully-blended decumulation portfolio and guaranteed income solution.

Download info sheet >

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Just’s Secure Lifetime Income (SLI) allows you to incorporate an element of guaranteed income into your client’s drawdown plan.

Download Wealthtime guide >

Download Just's technical guide >

 

 

 

ses from 160 advice professionals.  160 advice professionals.

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Get the latest rethinking retirement updates 

We’ll be publishing more research, articles, and guides on retirement planning over the weeks and months ahead. Sign up below to get everything sent straight to your inbox as soon as they go live. 
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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.

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