Retirement income is a complex area to advise on, as clients have many different ideas of what they want from their retirement.
It is also a tricky area to advise on as changing economic and market environments can have a big impact on a client’s funds.
In this CPD podcast, in partnership with 7IM, we discuss how advisers can navigate the important area of retirement planning, what solutions are out there for them to streamline their business, and the role providers are playing to help advisers be the most efficient they can be.
We are joined by Jamie Clark, pensions specialist at Quilter, Richard Howells, chief operating officer at Sesame Bankhall Group, and Verona Kenny, managing director of intermediary at 7IM.
This podcast qualifies for 30 minutes of CPD. To bank your CPD, answer the six questions below.
carmen.reichman@ft.com
