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The webinar titled "Help Your Client Retire with Confidence by Powering Up Your CRP" is organized by the Chartered Insurance Institute (CII) and will be held online. This conference aims to assist financial professionals in effectively managing their clients' retirement plans by striking the right balance between clients' goals and
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their risk tolerance during retirement. With the recent thematic review by the Financial Conduct Authority highlighting the critical nature of retirement income advice, it has become increasingly important for firms to evaluate their Centralised Retirement Proposition (CRP). This evaluation ensures that clients receive optimal advice and outcomes as they begin to draw down their retirement funds.
During the session, participants will gain insights into how a better understanding of clients' attitudes toward financial risk can lead to improved retirement outcomes. The webinar will also address the significance of fostering stronger relationships with female clients, providing strategies to enhance these connections. Additionally, the psychology of investing will be discussed, focusing on how to mitigate behavioral biases that may affect clients' decision-making and composure. Participants will learn about the benefits of a Centralised Retirement Proposition and strategies to enhance retirement portfolios. The session will be led by George Pullar, a Strategic Relationship Manager at LV Investments. With a career in Financial Services spanning several decades, George has extensive experience dealing with advisory relationships across the UK and internationally. His insights will be invaluable for professionals seeking to refine their retirement planning strategies.
During the session, participants will gain insights into how a better understanding of clients' attitudes toward financial risk can lead to improved retirement outcomes. The webinar will also address the significance of fostering stronger relationships with female clients, providing strategies to enhance these connections. Additionally, the psychology of investing will be discussed, focusing on how to mitigate behavioral biases that may affect clients' decision-making and composure. Participants will learn about the benefits of a Centralised Retirement Proposition and strategies to enhance retirement portfolios. The session will be led by George Pullar, a Strategic Relationship Manager at LV Investments. With a career in Financial Services spanning several decades, George has extensive experience dealing with advisory relationships across the UK and internationally. His insights will be invaluable for professionals seeking to refine their retirement planning strategies.
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Timings1:00 PM - 2:00 PM
| Entry FeesCheck Official Website |
Estimated Turnoutupto 100 Delegates Based on previous editions | Event TypeConference |
EditionsMar 2025Frequency Not Available | Official LinksWebsiteContacts Report Error Claim this event |
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Chartered Insurance Institute (CII UK980 Total Events • 305 Followers | |
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