Conduct Culture Ltd

After great engagement at the Wealthtime rethinking retirement roadshows last month, many advisers have downloaded our CRP guide. Have you got your copy yet? If you’d like to help align your firm with the published findings of FCA’s Thematic Review of Retirement Income Advice (TR24/1), you can download your free guide here: https://lnkd.in/eq9P-kfk We hope you find it valuable! #retirementplanning #financialadvisers

Fantastic to have David Owen join Andy Sutherland on the Wealthtime Retirement Roadshow in Birmingham today! 🌟 Dave’s contributions to our CRP guide were invaluable and he really helped to bring it to life for today’s attendees, with real-world examples and practical tips. Even better: Dave's back with us tomorrow in Leicester for another dynamic session! Want to be part of this valuable experience? Reserve your space here: https://lnkd.in/dgjbqVB9 See you there!

Back in Brum‼️✅ I’m strutting my stuff today with the great Andy Sutherland today at the Rethinking Retirement event. I walk amongst giants and it’s great to be back out presenting again and with fabulous people. #pensions #retirement #financialadviser #financialadvisor #crp

Meet the Team 🤝 There's more to financial regulation than meets the eye, and there's more to Andy Sutherland than just being our go-to expert. Swipe to uncover 5 lesser-known facts about Andy... 🎵 At Conduct Culture, we build collaborative relationships grounded in mutual respect, which is why we’re excited for you to get to know the team in your corner.

Fantastic energy at Wealthtime's Retirement Roadshow in Newcastle yesterday! It was great to see so many advisers engaged in discussions about building effective Central Retirement Propositions (CRP) for their firms. There were fantastic insights from Just Group plc, Mabel Insights, Wealthtime and Copia Capital Management which really added depth to the conversation. Today we’re in Glasgow 🏴󠁧󠁢󠁳󠁣󠁴󠁿, continuing these valuable discussions. Next week, we're bringing the insights to the Midlands. If you're keen to join us all at an upcoming session, you can find more details and sign up here: https://lnkd.in/dgjbqVB9 Looking forward to connecting with more of you as we explore best practices in retirement planning! #FinancialPlanners #FinancialAdvisers #RetirementPlanning

Excited for the Owen James 'Retirement Matters' event next week, where our Director, Andy Sutherland, will join a roundtable exploring geopolitical uncertainty and its impact on retirement risks. Looking forward to a day of thought-provoking discussions and valuable insights! #retirementmatters #speaker

📢 Exciting news! Conduct Culture is hitting the road with Wealthtime for their Rethinking Retirement Roadshow 2024 throughout October. Our sessions will focus on helping you build and maintain a Centralised Retirement Proposition (CRP) that delivers positive outcomes to all your stakeholders. What we'll cover: - Essential DIY plan for building or benchmarking your CRP - The 9 steps necessary to align your business needs and with regulatory expectations Also on the agenda:  Mabel Insights - Must-have tools for executing your CRP Copia Capital Management - Market overview – the year so far and the US election Just Group plc- Alternative ways to address sequencing and longevity risk Wealthtime and Copia - Managing your CRP and getting the most out of your platform and DFM 🚀 Don't miss out! Last year's events sold out quickly. Follow the link to secure your spot at the location nearest you: https://lnkd.in/dgjbqVB9 #RetirementPlanning #FinancialAdvisers #CRP #ProfessionalDevelopment #ConductCulture

📈 There's been an influx of downloads for our '9-Step CRP Guide' since its release. This free resource, developed in response to the FCA’s Retirement Income Advice thematic review, is designed to help financial advice firms build or benchmark their Central Retirement Propositions (CRPs). It helps you:  - Build your firm’s own CRP with a practical step-by-step approach  - Ensure regulatory compliance - Deliver good outcomes by going beyond basic requirements If you haven't downloaded your copy yet, you can access it on our site via the following link: https://lnkd.in/eq9P-kfk Whether you're building a new CRP or benchmarking an existing one, this guide offers valuable insights for firms of all sizes. #financialadvisers #retirementincome #CRP

📣 Contract Opportunities: Experienced File Reviewers Due to continued growth, we have several contract opportunities for experienced file reviewers. We are looking for like-minded individuals who share common purpose and values to work alongside and support us with our client delivery. Ideally we are looking for candidates who hold one of the following: - Diploma in Financial Planning  - AF7 or G60 If anyone in our network is interested or knows someone who might be suitable, please get in touch with Nichola on: nichola@conductculture.co.uk or share this post with your network. 💻 #ContractOpportunities #Compliance #Consulting

📊 Elevate your firm’s Retirement Planning services: Free 9-Step Guide In response to the FCA's Thematic Review on Retirement Income Advice (TR24/1), we've developed a comprehensive guide to help financial advice firms create or refine their Centralised Retirement Proposition (CRP). In collaboration with David Owen this document is the result of extensive research and practical experience, designed to help either elevate or benchmark your firm's approach to retirement planning. It gives you: 🔧 Step-by-step instructions for developing a robust CRP 🔍  Insights on best practices in the industry 📈  Strategies to enhance your firm's retirement planning services Helping you to ✅ Align with FCA expectations  ✅ Enhance client outcomes  ✅ Implement robust governance Whether you're a small firm or a large national, our guide offers principles-based guidance to create a CRP tailored to your business and clients. 📥 Download your free guide and start optimising your retirement advice offering: https://lnkd.in/eq9P-kfk #FinancialAdvice #RetirementPlanning #CentralRetirementProposition