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Mind the Gap - RECAP

By Parmenion 16 Oct 2024
1 min read
For Financial Advisers Only

Mind the Gap: Refining retirement propositions in the new investment and regulatory landscape 

In our recent webinar, "Mind the Gap: Refining Retirement Propositions in the New Investment and Regulatory Landscape," Parmenion's retirement specialist, Patrick Ingram, explored the evolving challenges advisers face when refining their retirement income propositions in response to the latest regulatory demands. The session provided valuable insights into navigating both the risks and opportunities created by these changes.

 

Patrick Ingram - Head of Strategic Partnerships, Parmenion

Patrick has spent over 30 years in the advice and investment profession, first as a private client adviser in a DFM, later, holding several board positions within wealth management.

From 2009, he was part of Parmenion's start-up team and since Pension Freedoms has focussed heavily on the financial planning and investment aspects of drawdown advice. Patrick qualified as a Chartered Accountant and holds the ASIP qualification.

Important information

This blog is prepared exclusively for use by financial advisers; retail distribution is at the adviser's sole risk and discretion. It does not constitute advice, an offer or a solicitation to invest.

Compiled from sources believed to be reliable. Any views, opinions or estimates expressed, including any forecasts or forward-looking statements, constitute the author’s judgment at the time of writing, are not guaranteed and are subject to change without notice. None of Timeline, its directors, officers or employees accepts liability for any loss arising from the use hereof or reliance hereon or for any act or omission by any such person, or makes any representations as to its accuracy and completeness.

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