Mindful of Investing in Retirement 2020 | Owen James Group | 19 May 2020 | Royal College of Physicians, 11 St Andrews Pl, Regent's Park, London NW1 4LE, UK
Venue
Royal College of Physicians
Royal College of Physicians, 11 St Andrews Pl, Regent's Park, London NW1 4LE, UK
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| Event Date |
Tue May 19 BST (over 4 years ago)
In your timezone (EST): Tue May 19 3:00am - Tue May 19 12:00pm |
| Location |
Royal College of Physicians
11 St Andrews Pl, Regent's Park, London NW1 4LE, UK |
| Region | EMEA |
Details
This will be the sixth iteration of Mindful of Investing in Retirement for Owen James. It is an opportunity for participants to immerse themselves in the most up to date thinking around this key area. Post the pensions freedom legislation which kick started a mini revolution in thinking around saving for retirement, this session will update you on the latest innovative products and solutions addressing the needs of the substantial number of people approaching and already in retirement as well as provide a review of the backdrop - demographic, economic and regulatory.
Tutorials:
Will include...
• Which generation is saving the most for their retirement?
• Will you still love me when I’m sixty four ?... How about a review of longevity trends
• Planning for the unexpected - the importance of Wills, POA and Estate Planning for clients and their parents
• Behavioural Science in Pension Investment and Communication
• Equity Release Beyond pensions, let’s talk later life lending!!
• Investment strategies and the role of cash
• Let’s talk tax!
• Engaging customers throughout the retirement journey: the power of technology