CPDNov 2 2021

Advising the unretired

  • Explain how to advise people who delay retirement or return to work after retirement
  • Identify the reasons for late/deferred retirement
  • Describe a benefit of the shift to DC pensions
  • Explain how to advise people who delay retirement or return to work after retirement
  • Identify the reasons for late/deferred retirement
  • Describe a benefit of the shift to DC pensions
pfs-logo
cisi-logo
CPD
Approx.30min
pfs-logo
cisi-logo
CPD
Approx.30min
twitter-iconfacebook-iconlinkedin-iconmail-iconprint-icon
Search supported by
pfs-logo
cisi-logo
CPD
Approx.30min
Advising the unretired
Pexels/Anthony Shkraba
comment-speech
PAGE 4 OF 4
CPD
Approx.30min
Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.
  1. What can diabetes add to a typical annuity rate?
  2. Auto-enrolment means companies have to default members into a lifestyling strategy
  3. What blend of assets gives most flexibility in retirement?
  4. What does the optimum blend of assets depend on?
  5. What happens to investment risk in a lifestyling strategy?
  6. How many DB schemes have moved with the times?
    7. To bank your CPD you must sign in or Register.

More onCPD

CPD
Dec 28 2023
What you need to know to comply with the FCA consumer duty
CPD
Dec 28 2023
How to understand factor investing
How to understand factor investing
CPD
Sep 19 2023
How to engage with the next of kin when a client dies
CPD
Jul 18 2023
How to understand and tackle ‘noise’ in financial advice
CPD
Jun 8 2023
How protection can offer a mental health safety net

Related Topics

CPD
A service from the Financial Times
For unlimited access to FTAdviser content...

Register now for free

  • Read the latest news and views from the world of financial advice
  • Never miss a story - sign up to our email alerts
  • Bank CPD while you read
Have an account? Sign In