For professional advisers only
For professional advisers only
With the FCA having published its thematic review of retirement strategies, we think the direction of travel from the regulator is clear. Firms need to reassess their existing retirement investment and income strategies. Plans that leave clients in accumulation-focussed portfolios or that lack a suitable amount of secure income will come under scrutiny and could be accused of complacency.
A new phase of retirement planning is on the horizon. That’s why we’re working together with our colleagues at Wealthtime and external experts at the lang cat to help you with Rethinking Retirement.
You can find lots more information on our thinking and get access to a variety of tools, articles and materials on our Rethinking Retirement Hub here, including details of our Rethinking Retirement Roadshow programme: a nationwide programme of CPD-accredited workshops, featuring speakers from the lang cat, Wealthtime, Copia and Just – registration open now!
You can watch a short video about the roadshow programme here:
Register for updates here to make sure you’re in the know as we publish new materials
Rethinking Retirement:
Changing Gear
Read the latest exclusive research into adviser attitudes to decumulation planning. Conducted for Copia by the lang cat and available now.
Find out more and download your free copy here.
Reasses and find the right solutions for you and your clients
This information is intended for professional financial advisers only. Copia does not provide financial advice. This information is not intended as financial advice and should not be interpreted as such. Model investment portfolios may not be suitable for everyone. The value of funds can increase and decrease, past performance and historical data cannot guarantee future success. Investors may get back less than they originally invested.
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