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logos of the presenting companies

 

 

Wednesday 27 September

Chepstow

Thursday 28 September

Exeter

 

Achieve more for your clients and your business.

Join us for our Retirement Conference this September as we come together to share market insights and updates to help you build a competitive advantage and support your clients to protect, grow and tax-efficiently pass on their wealth.

Throughout the conference you'll hear from each of the host firms on topics that will enhance your client conversations - from the pension lifecycle and retirement income to multi-asset investing and financial wellbeing.

The conference will begin at 08:30 on both days and finish at 14:00.

Places are limited, to secure your spot please register using the buttons above.

CPD available – 3 hours 45 mins

 

Schedule

08.30Registration opens – tea, coffee and breakfast rolls served
09:10Welcome
09:15The Chancellor loves start-up companies more than pensions* - Octopus
* statements attributed to The Rt Hon Jeremy Hunt may not be true
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)
11.45Investing in a high-risk world – Goldman Sachs 
12:30Lunch
13:15The evolving pension position - Aegon
14:00Coffee, cakes and close

Meet the speakers

Barry Foster

Curtis Banks

Simona Gambarini

Goldman Sachs AM

Martin Haggart

Aegon

Graham Robinson

Octopus

Simon Taylor

Investec Wealth & Investment (UK)

Barry Foster

Curtis Banks

Simona Gambarini

Goldman Sachs AM

Martin Haggart

Aegon

Graham Robinson

Octopus

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.