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Regulation & Investment Lunch on Friday 23 Feb 2024 - The Grand, York

Friday 23 February 2024, 12:30 pm - 2:00 pm

Richard Parkin, Head of Retirement, BNY Investment Management

CPD

In combination with volatile markets, we've seen the introduction of the Consumer Duty regulation that requires firms to demonstrate that they’re delivering good customer outcomes. Retirement advice is one of the first areas to come under the regulatory spotlight, with the FCA’s thematic Retirement Income Advice Review due by the end of March 2024.

BNY Mellon Investment Management is delighted to invite you to hear from Richard Parkin, Head of Retirement at BNY Mellon Investment Management, who will consider the challenges facing those giving retirement advice including what might come out of the FCA’s Retirement Income Advice Review. He’ll also share the results from BNY Mellon Investment Management’s research on the future of retirement advice.

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This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 1/2 hours 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/learning/cpd/.

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CPD

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CPD