The Association of Independent Financial Advisers (AIFA) and Prudential UK are inviting AIFA members to the launch of this year’s ‘Financial Planning Through Retirement’ Benchmarking Study.
The launch will take place at Governors House in the City of London on Wednesday 19 October at 8.30am. Speaking at the event will be the industry players who sat on the steering group and helped analyse the research including Kevin Gates, Gates Financial Services, David Cartwright, Bluefin, Paul Fife, Equus IFM, and Barry O’Dwyer from Prudential.
AIFA and Prudential have conducted this industry-wide review of the ‘at retirement’ landscape for the past three years. They say this study is an in-depth and focused review of the practical aspects of decumulation advice and guidance to consumers. It analyses how the market is changing, the industry’s response to this change and the top-level trends with which all advisers should be familiar.
Stephen Gay, director general of AIFA, said: “This year the report includes case studies of IFA firms that are focused on the retirement market to understand how advisers are tackling the decumulation area.
