Defaqto Retirement Conference

Time and date: 03 November 2015 9.00 AM to 03 November 2015 5.00 PM
Location: etc venues - 200 Aldersgate, St. Paul’s, London, EC1A 4HD
Organiser: Defaqto
Website: Click here

The pension reforms that came into effect on 6 April mean considerable flexibility for pension savers.

As a result, advisers need to ensure that they put in place robust financial plans to meet client needs both at the point of and throughout retirement.

This conference will explore how the six-stage financial planning process can be used to establish a framework for what good quality financial planning for retirement clients looks like: 

• Establishing and defining the client-planner relationship
• Gathering client data, including goals
• Analysing and evaluating your client's financial status
• Developing and presenting financial planning recommendations and/or alternatives
• Implementing the financial planning recommendations
• Monitoring the financial planning recommendations