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Centralised retirement proposition

Session: 20 May 2019

Vince Smith Hughes, Director of Specialist Business Support, was joined again by Rory Percival. They considered how regulatory requirements and meeting client objectives can both be met with a clear definitive advice process. They considered PROD requirements, the building blocks needed for a successful proposition and how clients at retirement can be practically segmented.

Presenters: Rory Percival – Training and Consultancy Ltd
                     Vince Smith-Hughes – Director of Specialist Business Support

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