Retirement and the FCA Review

28/06/2024 47 min Temporada 1 Episodio 1

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Episode Synopsis

In this episode, George sits down with Richard Parkin, Head of Retirement at BNY Mellon, to unpack the FCA’s latest thematic review and its implications for retirement planning.As regulatory scrutiny intensifies, financial planners must evolve their centralised retirement strategies to meet changing expectations. Richard shares expert insights on:✅ Key takeaways from the FCA review – What advisers need to know.✅ The impact on retirement income planning – Ensuring sustainability and client security.✅ Adapting to regulatory change – Strategies for firms to stay ahead.This episode provides practical guidance and forward-thinking insights for financial planners navigating today’s complex retirement landscape.🎧 Tune in now to stay informed on the future of retirement planning!📌 Visit my website money-wise.uk for more details, and don’t forget to follow, rate, and share to help spread the message!Please note: This podcast does not provide financial advice. If you have any questions, we recommend speaking to a financial adviser. Past performance does not guide future returns; investments can fall and rise. Any mention of a company is not a recommendation.

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