Financial Planning Through Retirement
|
Hosted By:
Chris Cummings and Vince Smith-Hughes |
For those who missed our series of Director’s Dinners and Seminars, we are pleased to announce we are bringing ‘Financial Planning Through Retirement’ to you!
On Thursday 18 March 2010, at 4.15 PM, AIFA will be hosting a ‘Your Voice’ in association with Prudential, via the following link:
http://yourvoice.aifa.net
This web based chat will focus on the Financial Planning Through Retirement report which looks into the advice needs of those approaching retirement, and how IFA firms are gearing up for this opportunity. During this time we will be inviting members to pose questions to our panel, comprising Chris Cummings, Director General of AIFA and Vince Smith-Hughes of Prudential.
During this ‘Your Voice’, we will also be covering the following:
• Insight on the retirement advice landscape and the study’s key findings and recommendations
• The scale and rapid growth in the decumulation market, helping your firm plan for client demand
• Further information on the benchmarking we undertook in the study, outlining how different types of firms (from large networks to smaller individual firms) are approaching the diverse issues highlighted
If you would like to send us your questions in advance, please email caroline@aifa.net
Members can download the ‘Financial Planning Through Retirement’ report, and the accompanying good practice guidance notes via the following links:
Financial planning Through Retirement
http://www.aifa.net/news/AIFA_Decumulation_V4.pdf
Good Practice Guidance Notes
http://www.aifa.net/news/GNv11.pdf
On Thursday 18 March 2010, at 4.15 PM, AIFA will be hosting a ‘Your Voice’ in association with Prudential, via the following link:
http://yourvoice.aifa.net
This web based chat will focus on the Financial Planning Through Retirement report which looks into the advice needs of those approaching retirement, and how IFA firms are gearing up for this opportunity. During this time we will be inviting members to pose questions to our panel, comprising Chris Cummings, Director General of AIFA and Vince Smith-Hughes of Prudential.
During this ‘Your Voice’, we will also be covering the following:
• Insight on the retirement advice landscape and the study’s key findings and recommendations
• The scale and rapid growth in the decumulation market, helping your firm plan for client demand
• Further information on the benchmarking we undertook in the study, outlining how different types of firms (from large networks to smaller individual firms) are approaching the diverse issues highlighted
If you would like to send us your questions in advance, please email caroline@aifa.net
Members can download the ‘Financial Planning Through Retirement’ report, and the accompanying good practice guidance notes via the following links:
Financial planning Through Retirement
http://www.aifa.net/news/AIFA_Decumulation_V4.pdf
Good Practice Guidance Notes
http://www.aifa.net/news/GNv11.pdf
"Your Voice" is sponsored by:
