How to manage clients in drawdown after the market turmoil

In order to consider the viewing of Akademia videos as structured learning, you must complete the reflective statement to demonstrate what you have learned and its relevance to you.

Tutor:

  • Vince Smith-Hughes, Head of Business Development, Prudential plc

Questions asked:

  1. What has the FCA reaction been to the crisis?
  2. Are there concerns that people have been taking too much out of their pension pots?
  3. What should advisers do regarding contact for those clients already in drawdown?
  4. What strategies can an adviser take to deal with the shock to the markets?

Channel

Akademia Shorts