July 2018 CPD Event - Tuesday 24 July 2018 - A presentation by Craig McPherson, Sanlam Financial Services

Novotel York
Tuesday, 24 July 2018
6:00 pm – 7:00 pm
    • Craig McPherson, Regional Development Manager, Sanlam

RETIREMENT IS AN INDVIDUAL AFFAIR: DOES A ONE-SIZE-FITS-ALL INVESTMENT PROPOSITION ALWAYS FIT THE CLIENT?

It’s no secret that the advisory landscape in general has evolved beyond recognition in recent years and investing in retirement is no exception. A myriad of forces are changing the very nature of retirement with ‘pension freedoms’ and wider demographic and societal change all playing their part. Retirement is no longer a single event with a limited product/investment solution and client expectations of their retirement experience have never been greater. However you look at it, retirement has become a very individual affair.

Venue
  • Novotel York
  • Fishergate
  • York
  • YO10 4FD
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CII Accredited

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

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.