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Retirement Insights

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Experts agree that the role of an adviser is even more vital in helping clients plan their financial futures, following the pension reforms. Our series of insights delve deeper into the industry, to share current thinking and to offer you a vision for the way ahead

Claim CPDCII Accredited

Watch the webinar clips below to claim 1 hour of CPD, accredited by the CII/PFS, and complete the feedback form to claim your certificate.

There's also the option to ask questions to the panel on any of the discussed topics.


What do clients think?
While pension freedoms are the talking point inside our industry, it’s important that we listen to clients and help them understand what the changes could mean to their financial futures.

Learning Objectives for Advisers:
Our panel of experts discuss the following topics:

  • The solutions available to clients following the pension freedoms of 2015
  • Discussing longevity with clients
  • The terminology used by advisers when speaking to their clients
  • When do clients need to talk to advisers?
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Is the product mix right?
We’ve more products than ever before so do we need more? Or could we use what we have to help people find a personal solution for their retirement needs?

Learning Objectives for Advisers:
Our panel of experts discuss the following topics:

  • How wide is the range of products? 
  • How good are we at product innovation? 
  • Do we need more product innovation? 
  • What sort of innovation do we need?

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What's the adviser's view?
Customer-needs make a case for blending, but is the blend set at the outset or do clients need a plan? Blending calls for ongoing reviews.

Learning Objectives for Advisers:
Our panel of experts discuss the following topics:

  • How are advisers tackling blending solutions? 
  • What are clients looking for?
  • What’s the role of adviser?


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Does the industry have the right solutions?
Drawdown needs to be tailored around client's attitude to risk. Is there a model or strategy for drawdown we can reliably use?

Learning Objectives for Advisers:
Our panel of experts discuss the following topics:

  • Is drawdown the answer for more clients? 
  • Is there a role for GAD?
  • Is there a science for drawdown?


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What's its role in planning?
Using a tool can be useful for creating discussion points with clients - to understand their requirements in more depth and help them plan ahead with more confidence.

Learning Objectives for Advisers:
Our panel of experts discuss the following topics:

  • The role for models in the industry
  • The view on cashflow models
  • Could we enhance the cashflow model?


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Where will retirement be in 5-10 years?
Could technology help us engage more clients in planning ahead? Will the need to fund long-term care become a bigger factor?

Learning Objectives for Advisers:
Our panel of experts discuss the following topics:

  • What are your hopes for the industry?
  • Are developments on the horizon? 
  • Do current trends indicate what’s to come?


Read more

CPD self-assessment and feedbackCII Accredited

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WA05081 06/2017