The FCA launched the thematic review of retirement income advice in 2019; the results of which are now scheduled to be released in March 2024. The direction of travel is clear: firms will have to reassess their existing retirement strategies to ensure they’re fit for purpose. This event will focus on: FCA thematic review findings; The retirement landscape and adviser attitudes to recent regulatory and economic changes; Incorporating a centralised retirement proposition(CRP) to help with retirement planning; Selecting the right platform to support your retirement strategy; Maximising legacy for your clients.
The Novia platform offers real benefits to Advisers and their Clients - we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service. Efficiently manage your Clients' wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure.
