Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
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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
08.30 | Registration opens – tea, coffee and breakfast rolls served |
09:10 | Welcome |
09:15 | The Chancellor loves start-up companies more than pensions* - Octopus * statements attributed to The Rt Hon Jeremy Hunt may not be true |
10:00 | Pension lifecycle – Curtis Banks |
10:45 | Refreshment break |
11:00 | How outsourcing can help you advise on retirement income following consumer duty - Investec Wealth & Investment (UK) |
11.45 | Investing in a high-risk world – Goldman Sachs |
12:30 | Lunch |
13:15 | The evolving pension position - Aegon |
14:00 | Coffee, cakes and close |
Meet the speakers
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.