PensionsApr 18 2024

Using cash flow modelling to illustrate suitability of retirement-related advice

  • Identify the next steps the FCA expects firms to undertake
  • Explain how advisers can improve their modelling
  • Explain how life expectancy considerations affect retirement income planning
  • Identify the next steps the FCA expects firms to undertake
  • Explain how advisers can improve their modelling
  • Explain how life expectancy considerations affect retirement income planning
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Approx.30min
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CPD
Approx.30min
Using cash flow modelling to illustrate suitability of retirement-related advice
Cash flow modelling is based on assumptions, and the FCA review found that some firms have explained this poorly to clients. (nd3000/Envato Elements)

March saw the Financial Conduct Authority release its long-awaited thematic review TR24/1 on retirement income advice.

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