Explore key insights from Parmenion’s retirement specialist, Patrick Ingram, as he discusses regulatory challenges, client risks, and strategies for refining retirement income propositions in light of new FCA guidelines. Learn about segmentation, value measurement, and addressing the advice gap.
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 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.
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