MetLife’s retirement experts, Andrew Carlisle and Richard Shepherd, will host the sessions which will look at how guaranteed solutions can help combat volatility as well current and future tax issues for savers taking income under the new pension rules.
“These events will help advisers understand how guarantees can work in practice for a specific segment of their clients – many of whom may be feeling the effects of volatility and seeking more certain alternatives,” Simon Massey, Wealth Management Director at MetLife UK.
The roadshows, which begin on 8 February and run through until 3 March will also highlight how increased longevity can affect retirement savings and the solutions which can help clients as they plan for their future.
The sessions will contribute to structured continuous professional development (CPD).
MetLife’s new Retirement Portfolio is specifically designed for the new pension freedoms and provides daily lock-ins of investment gains while also enabling savers to start, stop and restart their income to suit their personal needs.
Advice support
MetLife’s move is part of a growing trend acorss the life industry worldwide for firms to increase training and advice to financial advisers and investors trying to cope with the pace of regulatory change.
Recently Friends Provident International (FPI) launched a financial adviser academy as part of a strategic plan to help support brokers and advisers that distribute its products.
Axa Investment Managers said it would partner with French academic institute HEC Paris to offer asset management education through a Massive Open Online Course (MOOC). The course launches in April and is open to all.
UBS Wealth Management launched the UHNW Academy in Asia Pacific, as part of the training programme’s global roll-out. The academy is aimed at training UBS’s own UHNW client advisors to further develop the core competencies needed to become a valued partner of ultra-wealthy clients.
