8th February 2021
Income drawdown - the good, the bad and the ugly (50 minutes)
50 minutes CPD
Hear from Craig Muir as he summarises the main concerns from the FCA in their Retirement Outcomes Review (ROR), the key changes impacting the advice process and upcoming changes.
Craig also investigates best practice in FAD file construction, what the Regulator expects you to consider when recommending FAD for your client, as well as considering how to review income drawdown plans in a compliant and cost-effective manner.