Supporting Financial Advisers
We offer support to both the financial advisory firm and the professional adviser. We are highly focused on meeting the challenges of the Retail Distribution Review for the professional Retirement Adviser
You can access this through reading our materials below; attending one of our courses; or engaging us in private consultancy.
The components of this programme are noted below:
- Reviewing your existing business
- Creating a successful future model
- Your advice process
- Marketing your services
Professional adviser support is provided through our Professional Development Programme.
Professional Development Programme – (Launch Autumn 2009)
- Developing Market knowledge, through:
- The big picture
- The range of options
- The market space
- Understanding the consumer
- Technical Knowledge:
- What they are and how they work
- Practical issues with retirement
- Leaders forum & debate
We aim to continue supporting both the professional adviser and their firm by providing an acknowledged accreditation programme for the provision of quality and reliable financial advice.
Retirement Partnership believes that everyone deserves a financially secure retirement. This means that the individual can feel confident of the financial arrangements that have been put in place and can live life in the knowledge that they have the right solutions for their circumstances. This is best delivered through Professional Advisers.
Please contact us for more information.
