Are you the best of the best when it comes to retirement advice? If so, now is the time to enter the second annual Retirement Planner Awards.
Our aim is simple: we want to recognise high standards of advice in a sector that has changed irreversibly following the far-reaching changes announced at Budget 2014.
The Retirement Planner Awards, a lunchtime event, will take place on 17 June at Prince Philip House in London following the second annual Retirement Planner Forum, at which attendees will be invited to share and discuss best practice concepts in retirement planning.
Last year, inaugural winners honoured for their outstanding retirement advice were: Almary Green; Intelligent Pensions; Mattioli Woods; Smart Financial; and Uniq.
How to enter the awards
We invite firms to submit a 1,000-word case study by Friday 8 May demonstrating how they have helped a client achieve their retirement goals.
This will be accompanied by a 500-word supporting statement where firms should outline what they do to promote and ensure high standards of retirement advice across the business.
We will be giving awards to the top five advisory firms who were best able to demonstrate a commitment to delivering the highest standards of retirement advice to their clients.
Who will judge the awards?
The awards will be judged by an independent panel. Details to follow shortly.
What will the judges be looking for?
A successful entry will need to highlight the following…
Determining client goals – how did you ascertain overall client financial position and aspirations? What questions did you ask?
What challenges did you face in the process and how did you resolve them? For instance how did you ensure clients understood
What you were doing: Did they have concerns regarding any of the products? If so how did you deal with them?
What products/strategies did you use to attain the client’s financial goal? Why did you choose to go down the route that you did?