We’re gearing up to get our experts back on the road from 16 April for a series of half day events to talk through the thematic review’s findings and what it means for you and your clients. These events are a joint effort from our teams at Copia and Wealthtime. CPD-accredited and led by experts from across the industry, they’ll cover the impact of the FCA’s review on retirement planning now and in the years to come.

 Experts from the lang cat, Just, Wealthtime and Copia will be speaking at the events. 

Attendees at the event will also receive a copy of the latest findings from our ongoing research in partnership with the lang cat.  It’ll delve into the current retirement strategies employed by firms  and explore the reasons why advisers may need to reassess to provide the best outcomes for clients approaching and in retirement. 

These events are intended for professional advisers only.