Series Introduction and Advice Principles
There is no doubt that retirement income has become a very hot topic recently. We have seen a huge amount of activity from the regulator. In this session we’ll be touching on many of the topical regulatory aspects including ‘Suitability2’ and the need for a consistent approach. We’ll be speaking to a number of experts on the key issues and what you can do to respond. But the message is loud and clear. As well as a good culture, firms need to show that there is a robust process in place for retirement advice. Ultimately, of course, the purpose is to introduce a process to produce good consumer outcomes.

By viewing this webinar, you will be able to:
  1. Discuss the main regulatory themes surrounding retirement income advice.
  2. Understand the duties on firms and individuals. 
  3. Recognise the key risks to good outcomes for retiring clients.
  4. Understand the need for a consistent advice process for clients in decumulation.
  5. Recognise six key steps in designing a centralised retirement proposition.
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This recording qualifies for 30 minutes of CPD.
For further information please contact your dedicated account manager. Alternatively contact our events team on 01737 233315 or by email.

Just is a trading name of Just Retirement Limited (‘JRL’), Just Retirement Money Limited (‘JRML’), Partnership Life Assurance Company Limited (‘PLACL’) and Partnership Home Loans Limited (‘PHLL’) which are subsidiary companies of Just Group plc. JRL is registered in England and Wales, with company number 05017193. JRML is registered in England and Wales, with company number 09415215. PLACL is registered in England and Wales, with company number 05465261. PHLL is registered in England and Wales, with company number 05108846. The registered office for JRL, JRML, PLACL and PHLL is Enterprise House, Bancroft Road, Reigate, Surrey, RH2 7RP. JRL and PLACL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. JRML and PHLL are authorised and regulated by the Financial Conduct Authority. For more details about the Just Group please visit Calls may be monitored and recorded, and call charges may apply. Lines are open 8.30am to 5.30pm, Monday to Friday.

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