AJ Bell Investcentre is back ‘Off the Road’ with our spring tour.
We’ll keep you informed on the important stuff we think you need to know about by sharing our expert insight with you.
You’ll hear from our industry-renowned technical expert Lisa Webster with a roundup of where we are with the regulators right now, ensuring you don’t fall foul of any FCA developments. We’ll focus on the abolition of the Lifetime Allowance and the latest regulatory changes.
We welcome our guest speaker Mel Holman, Director at CATS (Compliance and Training Solutions Ltd) who will provide an overview of the Retirement Income Review. This session will address fair value and how this links into to your Consumer Duty requirements before looking at some of the FCA’s concerns and dig into what else the regulator should be focusing on.
The value of investments can go down as well as up and your client may not get back their original investment. For professional advisers’ use only. Tax and pension rules apply.
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