M&G
Retirement Income Advice Thematic Review TR24/1
Pages
7
Time to read
14 mins
Publication
Language
English
Summary
This document outlines the FCA's Retirement Income Advice Thematic Review TR24/1, highlighting key findings on advice processes, client information gaps, and risk profiling. It emphasizes the importance of consistent processes and provides recommendations for advisers to enhance their retirement income advice practices. The paper also discusses the Retirement Income Advice Assessment Tool (RIAAT) and cashflow modelling insights to improve suitability assessments.
