Presentations
Harrogate June 30, July 1 - London July 2, 3
Download Programme
The event programme is provided in Adobe PDF format.
You will need the free Adobe Acrobat Reader software to view the program.
9:10am Chairman’s opening comments
Harrogate - John White
London - Nick McBreen
9:15am Keynote speech: The future of post-retirement - Dr Ros Altmann
LONGEVITY, LIFESTYLE PLANNING AND CLIENT NEEDS
10:00am Tailoring pension solutions to client needs and strategies for drawdown
Martin Tilley, Business Development Manager, Dentons
10:30am How should I help my clients plan for longevity and what implication does that have for pension planning?
Chris O'Brien, Director of the Centre for Risk and Insurance Studies, Nottingham University Business School
DEVELOPMENTS IN POST-RETIREMENT TOOLS AND PRODUCTS
11:15am Balancing risk and reward in retirement investing
Dr Thomas See, Head of Structured Fund Management, Schroders
11:55am How do you demonstrate the value of your advice post-retirement?
Alistair Conway, Director of Marketing and Propositions, Cofunds
12:35pm Pension switching and FSA compliance
David Trenner, Technical Director, Intelligent Pensions
STRATEGIES FOR SUCCESSFUL RETIREMENT PLANNING
2:15pm Trying not to outlive your money - strategies to manage expectations and income
Robert Reid, Chartered Financial Planner and Investment Adviser, Syndaxi
2:55pm What options should IFAs think about at retirement and after?
Stuart Tragheim, Director of Business Development, LV
3:35pm Managing risk in volatile markets
Peter Carter, Head of Product Marketing, MetLife
4:25pm Offering more options for at-retirement clients
Steve Lowe, Director, Living Time
5:00pm DISCUSSION PANEL – Pensions, reviews and balancing risk against caution
5:40pm Chairman’s closing comments
You will need the free Adobe Acrobat Reader software to view the program.