PROFESSIONAL & PERSONAL DEVELOPMENT
WHAT TO EXPECT ?
The Retirement Income Thematic Review With the findings from the Retirement Income Thematic Review now released , we will be looking into the review , the findings , and most importantly , what firms need to do next . Hosted by : Fabian Wiesner , Head of Distribution Partnerships , SimplyBiz .
This session will consist of : ' Regulatory Viewpoint ' ( 09:35am - 09:55am ) First up is Paul Bruns , Compliance Director and Alexander McGregor , Head of Policy to provide insight into the findings looking at the key messages coming from the regulator and what firms should look to focus on , giving practical guidance and support .
' Changes to the retirement landscape ' ( 09:55am - 10:25am ) Our panel of industry experts will discuss key points around how the findings will change the retirement landscape , to processes advisers can adopt .
THIS IS THE PANEL OF EXPERTS :
Alexander McGregor , Head of Policy , SimplyBiz |
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Vince Smith-Hughes , Director of Specialist Business Support , M & G Wealth
Gareth Davies , Pension Specialist , Scottish Widows
Alistair McQueen , Head of Savings and Retirement , Aviva
WHAT ’ S ON THE REST OF THE AGENDA ?
The solutions to meet your retirement income requirements Tools for retirement planning Market Overview The PI Market Vulnerable clients Could AI be advice ' s new best friend ?
10:25am – 10:50am 10:50am – 11:20am 11:30am – 12:10pm 12:10pm – 12:25pm 12:25pm – 12:45pm 12:45pm – 13:00pm
If you want to know more information about any of the sessions listed above , please follow this link to The Advice Show booking page , where you ’ ll find a full detailed agenda .
REGISTER HERE
MAY 2024 | 5