How a client is invested is just one, albeit very important, part of the equation, writes Lawrence Cook - the other being a CRP designed to lead to advice specific to the demands of decumulation
The very specific demands of decumulation can be quite varied and, as such, the advice to the client and the investment solution need to be plugged into that. The FCA's recent paper CP19/5 on Retirement...
'A bit of smoke and mirrors'
Revisiting the portfolio debate
Fees 0.1% per annum or £20 per month
Total retail inflows double the 2018 figure
'Arm's length at a reasonable cost'
Already helped younger investors
Highlights ongoing ‘pensions crisis’
It’s The Pro Adviser Podcast
Quilter's Jennifer Christian joins as investment specialist
Due to Covid-19