CPD Events

Rethinking Retirement - From Strategy to Execution

09 Oct 2024

About the event

After our April roadshow where we focused on retirement strategy planning and the impact of the FCA’s thematic review; 73% of our attendees confirmed that the event had encouraged them to undergo a review of their own retirement strategy. In our second event roadshow of the year; we’ll seek to educate IFAs on how to move from strategy to execution when it comes to providing best-in-class retirement advice. These events will provide: An overview of market performance throughout 2024 and a look at what may be to come A step-by-step DIY toolkit to properly document a centralised retirement proposition (CRP) Guidance on the due diligence tools available to help when executing your CRP. Risk assessment and cashflow planning advice Alternative ways to address sequencing and longevity risk.

CPD Provider

Novia Financial

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Novia Financial

Novia Financial

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.

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