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Logos of the presenting companies - Aegon, Baillie Gifford, Curtis Banks, Investec Wealth & Investment and Octopus Investments

 

 

Locations and dates

Glasgow

NO SPACES LEFT

Tuesday 27 February 

Kimpton Blythswood Square Hotel (open in Google Maps)

Edinburgh

Wednesday 28 February

Royal College of Physicians of Edinburgh (open in Google Maps

Aberdeen

Thursday 29 February

Union Kirk (open in Google Maps

Register now

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Overview

Achieve more for your clients and your business with expert insights to enhance your client conversations

Join us this February at the Scottish Retirement Conference. Our schedule features five talks from industry experts intended to help you build a competitive advantage and support your clients’ retirement needs. 

This conference is CPD accredited for 3 hours 45 mins. 

Places are limited, so register now to secure your spot at one of our three regional events.

Schedule

08.30Registration opens - breakfast served
09:10Welcome
09:15Scottish Mortgage – A distinctive DNA – Baillie Gifford
10:00Pension lifecycle – Curtis Banks
10:45Refreshment break
11:00How outsourcing can help you advise on retirement income following consumer duty – Investec Wealth & Investment (UK)
11.45The Chancellor loves start-up companies more than pensions* – Octopus Investments
* statements attributed to The Rt Hon Jeremy Hunt may not be true
12:30The evolving pension position – Aegon
13:15Lunch
14:00Close

Firms presenting

Below you'll find more information on each firms presentation and a link to find out more about each speaker.

Aegon

The evolving pension position

Hear an update on the evolving pension position in relation to the announcement of the abolition of the LTA that will impact pensions legislation from April 2024 and the resulting issues and opportunities arising from that change. 

Baillie Gifford

Scottish Mortgage – A distinctive DNA

Scottish Mortgage looks to identify, own and support the world’s most exceptional growth companies. This presentation looks to uncover the characteristics of the Trust that give it a unique DNA exploring everything from our access and reputation, our investments in private companies and our ability to provide long-term, patient capital to our portfolio holdings.

Curtis Banks

Pension lifecycle

From the tax efficiency of pension contributions to business and tax planning opportunities that a pension can offer right through to legacy planning, this session considers how a business owner can benefit from a SIPP and the planning opportunities it provides.

Investec Wealth & Investment (UK)

Outsourcing, retirement income and consumer duty

An update on consumer duty and how it brings into focus the debate between advisory and discretionary models, what consumer duty means for advisers specifically around decumulation in this area and where the risks are. 

You'll also hear about “The bible for retirement propositions” by the Langcat, as commissioned by Investec Wealth & Investment (UK), as well as some ideas to implement within your businesses.

Octopus Investments

The Chancellor loves start-up companies more than pensions*

Understand why startups matter to post-Brexit Britain, along with the importance of tax planning, including tax that you can get back before 57, tax planning in the run-up to retirement and tax planning into retirement and death.

statements attributed to The Rt Hon Jeremy Hunt may not be true

Meet the speakers

Barry Foster FPFS IMC TEP
Barry Foster FPFS IMC TEP

Curtis Banks

Ben James
Ben James

Baillie Gifford (Aberdeen event only)

Claire Shaw
Claire Shaw

Baillie Gifford (Edinburgh and Glasgow events)

Joe Kerr
Joe Kerr

Octopus Investments

Martin Haggart
Martin Haggart

Aegon

Simon Taylor
Simon Taylor

Investec Wealth & Investment (UK)

Barry Foster FPFS IMC TEP
Barry Foster FPFS IMC TEP

Curtis Banks

Ben James
Ben James

Baillie Gifford (Aberdeen event only)

Claire Shaw
Claire Shaw

Baillie Gifford (Edinburgh and Glasgow events)

Joe Kerr
Joe Kerr

Octopus Investments

Martin Haggart
Martin Haggart

Aegon

Simon Taylor
Simon Taylor

Investec Wealth & Investment (UK)

Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.