Retirement Matters brings together circa 150-200 of the good and the great of the industry to thrash out the challenges in the retirement space. This will include retirement decision makers from the UK advisers and wealth managers (with AUM >£100m); workplace, actuarial and employee benefit consultants; and pension trustees.
The agenda pledges an in-depth examination of various topics such as finance, health, technology, regulations, and the intriguing question surrounding absent workers—where have they disappeared to, and what factors, including the possibility of ageism, might be influencing their absence?
As a delegate, you are the senior individual whose role is to set your firm’s business and investment strategy when it comes to addressing the needs of your clients as they approach and enter retirement.
However, there are other aspects to retirement; healthcare provision, leveraging property wealth, tax (including inheritance provision), longevity, changing demographics, degrees of risk and regulatory oversight etc.
If you would like to get involved please do call John Hall on + 44 (0)1483 862695
or email johnhall@owenjamesgroup.com
Or request an invitation here EVENT INVITATION REQUEST
Events
- 25 Sep 2024
Royal College of Physicians
Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE
This event will bring together circa 150-200 of the good and the great of the industry to thrash out the challenges in the retirement space. This will include retirement decision makers from the UK advisers and wealth managers (with AUM >£100m); workplace, actuarial and employee benefit consultants; and pension trustees.
Retirement Matters - September 2024
25 Sep 2024Royal College of Physicians
Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE
Retirement Matters - October 2025
2 Oct 2025Royal College of Physicians
Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE
Findings from Retirement Matters
Retirement is a risky business. How much emphasis are you placing on your clients’ attitude to risk these days?
Expert: Paul Hogg, Head of Distribution, 8am Global Facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023New for 2023! Retirement Matters - October 2023
RetirementRetirement MatterseducationRegulatory IssuesRetirementRiskTraining
Support for vulnerable customers is high on the agenda at the FCA
Expert and Facilitator: Kathy Ellison, Director, Savanta
17 October 2023New for 2023! Retirement Matters - October 2023
RetirementRetirement MattersAIFCATechTrainingVulnerable client
Leveraging the tech to communicate with your clients
Expert and facilitator: Mike Johnstone, Director, TOMD (The Outsourced Marketing Department Limited)
17 October 2023New for 2023! Retirement Matters - October 2023
RetirementRetirement MattersAIClientCommunicationDataTechnology