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