Retirement Income Advice Thematic Review - Essentials for FCA Authorised Firms

Introduction

This new webinar will highlight the contents of the FCA’s Retirement Income Advice Thematic Review (TR24/1), along with subsequent updates and guidance.

The FCA want to see that firms are understanding the current rules and guidelines.

This webinar will help you to evidence that you are listening to the FCA, as well as giving you a host of ideas to focus projects on.

By the end of the webinar, you will be able to view your firm’s procedures with greater confidence.

It is suitable for financial advisors, paraplanners, compliance managers and office managers of FCA authorised companies, at an intermediate level.

What You Will Learn

This short webinar will cover the following:

• A review of the comprehensive nature of the FCA’s TR24/1
• Cashflow modelling
• Vulnerabilities
• Fact-finding
• Ongoing service propositions, costs and tracking
• Pre- and post-retirement risk profiling
• Third party services
• How your firm can stay ahead of the regulation curve
• What areas your firm should be focused on improving

This pre-recorded webinar will be available to view from Monday 2nd March 2026

Alternatively, you can gain access to this webinar and 1,900+ others via the MBL Webinar Subscription. Please email webinarsubscription@mblseminars.com for more details.