Year on year, the trend towards specific Centralised Retirement Propositions continues to grow with 62% of advisers now having a dedicated CRP or planning to implement one shortly. Centralising your retirement proposition can increase operational efficiency and provide an audit trail for your advice process. However, how are you ensuring that your centralised proposition meets the unique needs of each client and complies with PROD?

During our roadshow, we’ll be following the journey of John, who is 64 years old and looking to retire soon, he’s environmentally focused and has an average tolerance for risk. He has around £400,000 in his pension and is now looking for Financial Advice.

Throughout each session, we will discuss how technology can support you in providing the best financial advice experience for clients like John and deliver the best outcomes during their retirement.

Speakers

Rob Gleeson

CIO FE Investments

    Rob Gleeson

Ray Adams

Chartered Financial Planner & founder of CashCalc

    Rob Gleeson

Agenda

Welcome to the Roadshow

Arrivals and introduction - Including breakfast

Speaker: Ray Adams

Chartered Financial Planner & founder of CashCalc

Title: Onboarding John – Digitising your fact find

During this session you will learn:

  • How to set up a digital fact find
  • How digitising your fact find can lead to improved accuracy
  • How digitising your fact find can allow you to focus more on client outcomes
  • How to import/export client data between systems

Speaker: FE fundinfo Account Management Team

Title: How to customise your reporting for retirement using FE Analytics

During this session you will learn:

  • How to create bespoke client reports
  • How to review existing investments vs proposed investments

*Please bring your own laptop if you would like to walk through this session on your own account

Coffee break

Speaker: Ray Adams

Chartered Financial Planner & founder of CashCalc

Title: How much does John need to retire? – Cashflow planning

During this session you will learn:

  • How to prepare cashflow plans
  • How to model returns throughout retirement
  • How to use real investment data when forecasting cashflows 

Speaker: Rob Gleeson & Toyosi Lewis

CIO FE Investments & Decumulation Specialist FE Investments

Title: Finding the right retirement solution for John

During this session you will learn:

  • How to find the right retirement solution for your client's unique situations
  • How to factor bespoke retirement planning considerations into your search

Networking & Lunch

Venues

London (Fully booked)

Tuesday 28th September

Etc.venue
50-52 Chancery Lane
London
WC2A 1HL

Cardiff (Fully booked)

Wednesday 29th September

Park Plaza
Greyfriars Road
Cardiff
CF10 3AL

Birmingham (Fully booked)

Thursday 30th September

Edgbaston Park Hotel
53 Edgbaston Park Road
Birmingham
B15 2RS

Cambridge (Fully booked)

Wednesday 6th October

Hilton Cambridge City Centre
20 Downing Place
Cambridge
CB2 3DT

Preston (Fully booked)

Tuesday 12th October

Preston Marriott Hotel
Garstang Road
Preston
PR3 5JB

Harrogate (Fully booked)

Wednesday 13th October

Cedar Court Hotel
Park Parade
Harrogate
HG1 5AH

Glasgow (Fully booked)

Thursday 14th October

Village Hotel
7 Festival Gate
Glasgow
G51 1DB

Covid 19

As we return to physical events we continue to monitor the situation and work closely with our venue partners to ensure the health and safety of our staff and clients. 

In the run-up to your chosen seminar, we will contact you by telephone and email to confirm final details, including any safety measures in place at the venue and if you need to do anything before or on arrival.

Complete the form below to register

This document has been prepared for general information only. It does not contain all of the information which an investor may require in order to make an investment decision. If you are unsure whether this is a suitable investment you should speak to your financial adviser. You may get back less than you originally invested.

 

FE Investments and FE fundinfo are trading names of Financial Express Investments Ltd, which is authorised and regulated by the Financial Conduct Authority.

 

© FE fundinfo 2021

Financial Express Investments Limited, 3rd Floor, Hollywood House, Church Street East, Woking, Surrey GU21 6HJ.