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Event Date |
Thu May 16 BST (over 5 years ago)
In your timezone (EST): Thu May 16 3:30am - Thu May 16 10:05am |
Location |
Cavendish America Square
No.1, America Square, 17 Crosswall, London EC3N 2LB, UK |
Region | EMEA |
Retirement and later life planning remains an ongoing challenge. The realities of an aging society mean more clients and advisers than ever are seeking clarification to approach life planning in new ways.
The world of retirement has radically shifted, with client expectations, aspirations and needs ever-changing; increasing the responsibility placed on advisers to respond in terms of both their understanding and advice process.
Join us as we explore these most topical issues, providing practical planning points and actions to support advisers in continuing to deliver better consumer outcomes.
Areas covered during the day will be:
• Cognitive Decline
• Retirement Income Planning
• The Evolving World of Life Planning
• Better Retirement Outcomes
• Social Care and Non-regulated care advice
• Alternative strategies and VCTs
• Pension Transfers – The Advisers’ Perspective
• Unlocking Housing Wealth
2019 Speakers
Tony Miles
Personal Finance Society
Cecilia Furner
Strategic Account Relationship, Legal and General
Jacqueline Berry
Founding Director, My Care Consultant
2019 Partners
• Royal London
• Legal & General
• Just
• OctopucInvestments
• Key Partnerships
• Premier Asset Management