This was the third in our three-part series of It’s all kicking off in the world of retirement income planning Assemblies exploring the new practicalities of retirement income planning – a series made possible with the support of our friends at Just.
In the first Assembly, we looked back at the events that changed the world of retirement income and what the consequences of this change means for paraplanners, advisers and clients.
In our second, we considered the practicalities of researching, creating and executing a plan for clients.
In the third and final part of the series, we explored three case studies – each allowing us to consider the suitability of different strategies to meet the ambitions for retirement income of each client. To help, we were joined by Karl Steadman from Just.
Naturally, we also considered how the Consumer Duty affects the choices available too.
CPD and resources
Scroll down to see links to resources mentioned during the event plus a video replay and podcast episode link.
You’ll also see that we’ve published a link to a CPD survey. Once you complete the survey, a CPD record of your attendance will be emailed to you automatically.
Catch up with parts one and two
If you missed the first two Assemblies in the series, pop over to the Why is it all kicking off in the world of retirement income planning? (Part 1) and Getting real: the new practicalities of retirement income planning (Part 2) where you’ll find a video replay and podcast episode link plus links mentioned during the event.