We recently hosted an educational webinar, you can view it here.
Following a review of the research available on this subject, we will discuss how critical the right investment process is during the latter stages of a client’s savings lifecycle and how regulation is affecting the advisory and retirement proposition landscape. Finally we will pull this together to show how it fits with 7IM’s new Retirement Income Service and our newly launched SIPP.
- To understand what is happening in advisory land in terms of retirement planning.
- To understand why and how to develop a centralised retirement proposition.
- To understand how 7IM can support you.