Later Life Planning Summit 2022 | FTAdviser | 19 May 2022 | Digital

This summit is about more than money: it is about helping clients achieve their lifestyle goals and provide for their families while making provision for unexpected events such as long-term care. But the changing nature of advice and the shifting needs of today’s investors makes later-life financial planning a hugely responsible task.

As investors deal with big - and sometimes unpredictable - life changes they will require a financial plan that can help them cope with whatever comes their way. Priorities and financial goals are unique to each individual, but the process of ensuring clients are better prepared, informed and empowered remains the same. Meanwhile, with the economic environment, pensions policy and tax legislation constantly changing, advisers need to be aware of how these changes can affect accumulation and decumulation.

Join FTAdviser, leading UK-based financial advisers, regulators, policymakers, tax and legal experts as we discuss the latest industry insights and share best practice examples of how to support clients to maximize their retirement goals.

2022 Speakers

Fiona Tait
Technical Director, Intelligent Pensions

David Fairs
Executive Director of Policy, Analysis and Advice, The Pensions Regulator

Michele Golunska
CEO, Sesame Bankhall Group

Sarah Luheshi
Deputy Director, Pensions Policy Institute

Gillian Hepburn
Head of UK Intermediary Solutions, Schroders

Julie Greenwood
Strategic Partnerships Manager, Octopus Investments

Richard Merrett
Head of Strategic Development, Simply Biz

Sarah Lord
President, Personal Finance Society

Simoney Kyriakou
Senior Editor, FTAdviser

Amy Austin
News Editor, FTAdviser

Andrew Megson
CEO, My Pension Expert

Helena Powell
Associate Director, Tilney Smith & Williamson

Carmen Reichman
Multimedia Editor, FTAdviser

Damian Fantato
Deputy Editor, FTAdviser

Ruby Hinchliffe
Reporter, FTAdviser

Tish Hanifan
Founder and Joint Chair, Society of Later Life Advisers

Colin Low
Managing Director, Kingsfleet Wealth

Claire Trott
Divisional Director of Retirement & Holistic Planning, St James’s Place

Sonia Rach
Senior Reporter, FTAdviser

Melanie Tringham
Features Editor, FTAdviser

David Thorpe
Special Projects Editor, FTAdviser

Ima Jackson-Obot
Deputy Features Editor, FTAdviser

Chloe Cheung
Senior Features Writer, FTAdviser

David Batchelor
Founder and Managing Director, Wills and Trusts Wealth Management

Richard Cooper
Business Development Manager, London Institute of Banking and Finance

Sally Hickey
Senior Reporter, FTAdviser

Justin King
Managing Director, MFP Wealth Management

2022 Sponsors

LEAD SPONSOR:
• Schroders

ASSOCIATE SPONSOR:
• Octopus Investments