Demand for Risk Target Managed (RTM) solutions was driven originally by the then FSA’s ‘Assessing Suitability’ paper published in March 2011. This set a key expectation that when your clients are risk profiled, the investment recommendation is profiled on a consistent basis, both at the time of initial advice and as part of your ongoing service.
Their technical team are here to digest those big announcements that affect financial planners and tell them what we think it means for their clients and advice.
Prudential’s technical team have been reading, writing and presenting on technical matters all year. From top slicing to tapered annual allowances, lifetime allowance to lifetime gifting and special types of trust to scheme pays. Questions have been varied and (sometimes) interesting.
If you missed last week’s illuminate live focus session with Julie Littlechild, you can watch the replay on our website by clicking the link below.
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