Northern Ireland Retirement & Later Life Roadshow 2019 | Personal Finance Society | 23 May 2019 | Hilton Hotel, Castle Upton, Paradise Walk, Templepatrick BT39 0DD, UK
Venue
Hilton Hotel
Hilton Hotel, Castle Upton, Paradise Walk, Templepatrick BT39 0DD, UK
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| Event Date |
Thu May 23 BST (over 5 years ago)
In your timezone (EST): Thu May 23 3:30am - Thu May 23 10:05am |
| Location |
Hilton Hotel
Castle Upton, Paradise Walk, Templepatrick BT39 0DD, UK |
| Region | EMEA |
Details
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
Speakers
2019 Speakers
Tony Miles
Chairperson, Personal Finance Society
Simon Morris
Speaker, Premier Fund
Cecilia Furner
Speaker, Legal and General
Karl Steadman
Speaker, Just Retirement
Jason Bermont-Penn
Speaker, Octopus Investments
Justin Corliss
Speaker, Royal London
Kay Westgarth
Speaker, Key Partnerships
Jacqueline Berry
Speaker, My Care Consultant
Sponsors & Partners
2019 Partners
• Royal London
• Legal & General
• Just
• OctopusInvestments
• Key Partnerships
• Premier Asset Management