Money Marketing Retirement Summit 2018 | Centaur Communications Ltd | 7 June 2018 | Runnymede Hotel, Windsor Rd, Egham TW20 0AG, UK
Venue
Runnymede Hotel
Runnymede Hotel, Windsor Rd, Egham TW20 0AG, UK
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| Event Date |
Thu Jun 7 BST - Fri Jun 8 BST (over 6 years ago)
In your timezone (EST): Thu Jun 7 12:00am - Fri Jun 8 12:00am |
| Location |
Runnymede Hotel
Windsor Rd, Egham TW20 0AG, UK |
| Region | EMEA |
Details
Money Marketing Retirement Summit 2018 will bring together a VIP group of business leaders from the UK’s top advice firms to focus on the key issues affecting the market.
2018 Agenda Highlights
• How to deal with vulnerable clients in retirement
• Ensuring DB transfer suitability
• Can product innovation close the retirement advice gap?
• The succession dilemma: How retiring IFAs can protect their firm
• Technology Spotlight: How automation can help retirement advice
• Financial opportunities for the older generation?
• Where does financial planning and investment management start?
• Ongoing advice: The dos and don’ts
Speakers
2018 Speakers
Nick Bamford
Executive Director, Informed Choice Ltd
John Barrass
Deputy Chief Executive, PIMFA
Karen Barwick
Director, Laurus Associates
Henry Blunt
Managing Director, Retiring IFA
Gillian Cardy
Insight Consultant, Professional Partnerships Ltd
Justin Cash
Editor, Money Marketing
Simon Collins
Managing Director- Regulatory, Eversheds Sutherland Consulting
Chris Daems
Director, Cervello Financial Planning
Gareth Davies
Specialist Pensions Development Manager, Individual Pensions, Scottish Widows
Clive Emery
Multi Asset Product Director, Invesco Perpetual
Kevin Forbes
Principal & Chartered Financial Planner, Strategic Solutions Financial Planning
Fiona Frobisher
Head of Policy, The Pensions Regulator
Jane Hodges
Managing Director & Chartered Financial Planner, Money Honey Financial Planning
Gavin Jobson-Wood
Specialist Business Development Manager, Individual Pensions, Scottish Widows
Malcolm Kerr
Independent Consultant, malcolmkerr.com
Paul Lewis
Presenter, Moneybox on Radio 4
Ian McKenna
Director, F&TRC
Caroline Mitchell
Lead Ombudsman, FOS
Ronnie Morgan
Strategic Market Insight Manager, Royal London
Vicky Pearce
Director, b-compliant Ltd.
Ruban Samuganathan
Chartered Financial Planner, Plutus Wealth Management
Gwilym Satchell
Multi Asset Fund Manager, Invesco Perpetual
Nicola Watts
Director & Chartered Financial Planner, Jane Smith Financial Planning
Steve Webb
Director of Policy and External Communications, Royal London
Sponsors & Partners
2018 Sponsors
• Invesco Perpetual
• Jupiter Asset Management
• Royal London
• Scottish Widows