The firm, which provides pension and investment tools to providers, says it is running the sessions because of growing FCA interest in drawdown advice as part of the FCA’s “Assessing Suitability Review 2.”
The review will look at initial and ongoing advice.
The online CPD-qualifying sessions will focus on helping advisers manage their drawdown review business.
Topics being covered include what Colchester-based firm believes is the FCA view on drawdown as well as compliance, managing processes, questions to ask about drawdown and producing reports for clients.
• Details and booking are available here: https://www.omsystems.co.uk/booking-online.asp?event=C77F1C4D-ABAF-EA11-A816-78E3B503FD12