Retirement

The good and the great of the industry that wish to thrash out the challenges in the retirement space.

The community consists of decision-makers from UK-based advisers and wealth managers with an AUM of over £100m, including:

1. Financial Advisors and Planners: Those helping individuals and families plan for retirement, seeking insights into new strategies, regulatory updates, and innovative solutions to improve client satisfaction and grow their business

2. Wealth Managers: Individuals managing assets for high-net-worth clients who may be looking for ways to align their services with the evolving needs of the retirement population

3. Investment Professionals: Those responsible for structuring investment portfolios that are tailored to retirement goals and strategies, and who are interested in the latest demographic and economic trends affecting the market

4. Insurance Executives: Especially those offering retirement-focused products like annuities, long-term care insurance, or life insurance policies for the older population

5. Policy Makers and Industry Experts: People in positions of influence who shape the regulatory environment around retirement and retirement products, as well as economists and demographic experts who can contribute to understanding the broader societal and economic impacts

6. Corporate Benefits Specialists: Those responsible for designing and administering retirement benefit programs within organisations who need to stay up-to-date with current trends, regulations and solutions

This community focuses on how to adapt to changing demographic trends and economic pressures to meet the growing needs of the aging population while ensuring sustainable growth for business. They meet to discuss practical solutions, strategic foresight and insights into both the macroeconomic and emotional aspects of retirement.