Mastering decumulation – making your clients' wealth last in retirement

Time and date: 25 February 2016
Location: ICC Birmingham
Organiser: Defaqto
Website: Click here

The successful Defaqto DFM conference returns to the ICC Birmingham on 25 Feb 2016

The conference will bring you the very latest issues impacting the DFM space and, ultimately, how to select solutions in a way that benefits the end client and meets the regulatory and MIFID II demands.

Is your DFM bespoke or tailored solution? - the conference will help advisers to select the best option for the client, whilst delivering appropriate solutions cost-efficiently, compliantly with the new MiFID II requirements in mind.

The CPD accredited conference will bring you the latest on:

• on how to pick and then tailor DFM solutions to your clients’ life stages
• MiFID II, and how this will affect your business processes
• the latest DFM propositions and solutions
• how DFM’s can support the adviser in the decumulation phase
• what decumulation really is, and how to use DFMs in decumulation
• the sequence of returns
• Baby boomers – and how they are an unmatched business opportunity

The conference exhibition allows you the adviser to meet all the DFM’s in one space, allowing you to take the opportunity to do your due diligence at the conference.  

This conference is exclusive to authorised investment advisers only (or officers of a regulated advice business).

The conference is accredited by the Chartered Insurance Institute/Personal Finance Society for four hours of structured continuing professional development.

Demonstrates the quality of an event and that it meets CII member CPD scheme requirements.