Webinar: The role of Cashflow Planning in supporting Consumer Duty obligations


INSIGHT
Published
Jun 18th '24
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The Financial Conduct Authority’s (FCA) retirement income thematic review, published in March, includes a focus on cashflow modelling with suggestions on improving how it’s used.

 

The next Technology Forum explores cashflow modelling, which areas of advice it can support and how it can improve the quality of advice.

 

Join Forum chair, Ian Mckenna, and his expert guests to build your understanding of how cashflow modelling can support:

 

  • Retirement related advice
  • Holistic financial planning
  • Identifying and addressing the need for protection

 

Book your space here, and you can suggest questions for the panel.

 

It takes place on 20 June at 12:00-13:00 and promises to be a lively, topical and interesting discussion.

 

Source: The Consumer Duty Alliance

 

To help you with consumer duty issuesContact Us today.

 

LS Consultancy is a Affiliate Member of the Consumer Duty Alliance, which is an independent, ‘not-for-profit’ professional body. It aims to support the personal finance sector in the adoption and implementation of the FCA’s Consumer Duty requirements through the alliance of like-minded individuals and firms.

 

Call us on +44 (0) 20 8087 2377  or email us.

 

If you want to get the right advice, quickly, with clear and totally transparent, unshackling yourself from the confines of an antiquated compliance support service, then contact us.

 

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