Mindful of Investing in Retirement

Royal College of Physicians, London

9 March 2017

Mindful of Investing in Retirement - March 2017

Mindful of Investing in Retirement - March 2017

  • 9 Mar 2017

    Royal College of Physicians, London

    View Map

How is the world of retirement investing shaping up? 

This will be the third iteration of Mindful of Investing in Retirement for Owen James. It is an opportunity for participants to immerse themselves in the most up to date thinking around this key area. Post the pensions freedom legislation which kick started a mini revolution in thinking around saving for retirement, this session will update you on the latest innovative products and solutions addressing the needs of the substantial number of people approaching and already in retirement as well as provide a review of the backdrop - demographic, economic and regulatory.  

Subjects up for discussion:


  • Political and economic overview - the implications for retirement investments
  • An introduction to the Pensions Dashboard
  • Life, work and death - the good and the bad news of living longer
  • Policy and regulatory update from the FCA


  • Why a centralised retirement proposition is a must for switched-on advisers.
  • De-risking your lifetime wealth management strategy
  • DB - DC - friend or foe?
  • Consumer sentiment towards retirement. How should we respond?
  • Setting the standards for equity release
  • Intergenerational wealth transfer - caring for your clients and a commercially intelligenct move for your business
  • The Millenials - the future!
  • Annuities - are they still attractive?
  • What do other countries do?

The day is:

  • A blend of lectures, tutorials and networking
  • 200 participants - all financial services professionals involved in retirement
  • An opportunity to earn CPD points
  • Participation is free of charge 

Who should attend?

  • You will be one of some 200 key decision makers (including CEOs; Managing Directors; Heads of Strategy; Heads of Retirement; Heads of Investment Proposition) who are setting the strategy when it comes to advising your clients on their retirement planning options.
  • Firms being invited include IFAs, private banks, wealth managers, retail banks, high street and on line brands distributing FS products and services as well as the providers, fund managers and service providers focused on addressing the needs of this new world of investing in retirement.

For further details do call Evie Owen at Owen James on 01483 861334 evieowen@owenjamesgroup.com


CPD accredited event

cpd accreditation


Schedule of the Day

  • 08:15

    Informal networking over breakfast

    Wolfson Theatre

  • 09:00

    Welcome: Owen James Group

    Wolfson Theatre

  • 09:05

    Lecture 1: Funding health car in oder age - how can financial services help?

    Baroness Greengross, perhaps one of the best known and best qualified commentators on issues affecting an aging population, will open the conference with her take on the threats and opportunities which lie ahead - Wolfson Theatre

  • 09:35

    Lecture 2: An introduction to the Pensions Dashboard

    Yvonne Braun, Director, Lon Term Savings Policy, ABI

  • No agendas found.

Sponsors & partners


Seven Investment

Kings Court Trust



Sponsor the Mindful of Investing in Retirement event

Find out more about becoming a Strategic Partner or Sponsor on this event

Find out More


  • Sophie Robson

    Sophie Robson

    Consultant, MRM

    Sophie Robson joined MRM in 2013 as a consultant on the corporate and consumer team. During that time, she has worked across a number of clients, particularly in the advice and access and pensions space. She is also the author of the Young Money series of reports, which are now in their fourth incarnation, and is a regular commentator on issues surrounding topic, having been featured in a range of publications, including the FT and BBC Radio Five Live. Prior to joining MRM, she worked at the City think-tank, the Centre for the Study of Financial Innovation (CSFI), on the events and publications team. She is also the author of the widely respected, “Generation Y: the (modern) world of personal finance”, published by the CSFI

  • Malcolm Tyrrell

    Malcolm Tyrrell

    Business Development Manager, Just

    Malcolm has over 35 years’ experience in the financial services industry and has worked for a number of major providers in consultancy roles. He has also spent time developing his own IFA office and for the last 25 years Malcolm has specialised in training and business development. Seeing the huge opportunities for the ‘in retirement’ market he moved to Just Retirement in 2007 to support their growth and to develop activity with advisers across the UK.

  • Baroness Greengross

    Baroness Greengross

    Chief Executive, International Longevity Centre UK

    Baroness Greengross was Director General of Age Concern England from 1987 until 2000; also until 2000, she was joint Chair of the Age Concern Institute of Gerontology at King's College London and Secretary General of Eurolink Age. Her appointments include that of Chair of the Advisory Groups for the English Longitudinal Sudy of Ageing (ELSA) and the New Dynamics of Ageing (NDA); and Chief Executive of the International Longevity Centre - UK, President of the Pensions Policy Institute and Honorary Vice President of the Royal Society for the Promotion of Health. In her political career she has been an independent crossbench member of the House of Lords since 2000 and chairs three All-Party Parliamentary Groups: Corporate Social Responsibility, Intergenerational Futures: Old & Young Together and Continence Care. She is the Vice Chair of the All-Party Parliamentary Group on Dementia and Ageing and Older People, and is Treasurer of the All-Party Parliamentary Group on Equalities. In December 2006, it was announced that she would be a Commissioner for the Equalaity and Human Rights Commission.

  • Les Mayhew

    Les Mayhew

    Professor of Statistics,Faculty of Actuarial Science and Insurance, Cass Business School

    Les Mayhew is part-time Professor of Statistics at Cass Business School. He is Honorary Fellow of the Institute for Actuaries and a member of the Royal Economic Society. He is a former senior civil servant and graduate of the government’s Top Management Programme. He is a member of the Office for National Statistics expert panel that advises on population projections. His research interests include health, pensions, and health and long term care, for which he has received various research grants. He is twice a winner of the Cass research prize.

  • Lord David Willetts

    Lord David Willetts

    Executive Chair, Resolution Foundation

    The Rt Honorable Lord Willetts joined the Resolution Foundation as Executive Chair in June 2015. He is a Visiting Professor at King’s College London, Governor of the Ditchley Foundation and a member of the Council of the Institute for Fiscal Studies. He was Minister for Universities and Science, attending Cabinet, from 2010-2014. He was the Member of Parliament for Havant from 1992-2015. Before that David worked at HM Treasury and the Number 10 Policy Unit. He also served as Paymaster General in the last Conservative Government. David has written widely on economic and social policy. His most recent book ‘The Pinch’ was published by Atlantic Books in 2010.

  • Jacqui Bateson

    Jacqui Bateson

    Senior Proposition Manager, Skipton Building Society

    Jacqui is an experienced financial services professional with experience across a number of operational and marketing disciplines. Currently she is responsible for the Society's retirement & legacy propositions. A customer proposition specialist with a passion for getting it right for the customer. She believes that there is a long way to go in helping people to understand the importance of retirement planning and it a regular speaker on this topic. Away from work, active is the watchword, in the mountains skiing and walking, frequent breaks in 'Velma the motorhome' and a passion for cooking and baking tick all the boxes for making the most of life.

  • David Elliott

    David Elliott

    Head of Retirement Consulting, Flat Mountain

    David has amassed over 25 years experience in the financial services arena and has witnessed all the moves towards greater flexibility and choice at retirement, from the initial introduction of income drawdown in 1995 right up to the launch of Pension Freedoms in 2015. He has worked for some well known product providers in a number of senior sales, managerial and take to market roles as well as a top 50 advisory business and holds both insurance and investment qualifications. He became Head of Retirement Consulting for FinalytiQ earlier this year. He has a passion for understanding the 'science' behind subjects as diverse as TQ (a persons trust quotient) and retirement income and possesses the ability to simplify complicated issues in to easy to understand concepts and strategies.

  • Peter Borley

    Peter Borley

    Director of Propositions Retirement - Lending, Just.

    Peter Borley is the Director of Propositions, Retirement Lending at JRP Group plc. He has held this role for two years and during this time led the delivery of the internal securitisation of their lifetime mortgage book and the establishment of the new regulated mortgage subsidiary, Just Retirement Money limited. He has been with the Group for a little over six years and previous to his current role was the Director of Group Strategy. Previous to joining JRP plc he held a number of strategy and change leadership roles at Skandia, the investment platform subsidiary of Old Mutual plc and Barclay plc.

  • Yvonne Braun

    Yvonne Braun

    Director of Long Term Savings, Association of British Insurers

    Yvonne is Director of Policy, Long-Term Savings and Protection at the ABI, leading its work on long-term savings, retirement income, social care and protection and is a member of the ABI’s Executive Team. She is the author of the ABI’s “Retirement 2050” blueprint and is committed to developing the role of the long-term savings and protection industry in meeting the future needs of consumers and society. Yvonne has extensive experience in financial services, as a practitioner, policymaker and lobbyist. She joined the ABI in 2006 from the Financial Services Authority, now the Financial Conduct Authority, where she spent four years managing cross-cutting policy and public affairs projects. Before that, she practised as a capital markets lawyer, at US law firm Cleary Gottlieb Steen & Hamilton and at Goldman Sachs. She started her career as an academic in international criminal law. Yvonne is a graduate of Cambridge University and is qualified as a lawyer in both Germany and England. She holds a doctorate in international criminal law. She can be found on Twitter at @YvonneBraun4.

  • Maggie Craig

    Maggie Craig

    Head of Pension Policy - Strategy and Competition, Financial Conduct Authority

    Maggie is Head of Insurance and Pension Policy, in Strategy and Competition at the FCA. She graduated from Glasgow University many (many many) years ago with a degree in English Language and Literature. She has spent much of her career in the industry working in a variety of marketing, technical, press & lobbying roles for companies including Standard Life and Aegon. Maggie joined ABI in 2007 as Director of Life and Savings, was Acting Director General and later became Director of Financial Conduct Regulation. She has been at FCA since January 2014 and since then has led FCA Policy work on the substantial pensions change agenda over the last few years including pension freedoms, the exit charge cap and LISA. She currently continues work on pensions and also leads on the Insurance Distributions Directive, GI renewals and other general insurance initiatives.

  • Michelle Cracknell

    Michelle Cracknell

    Chief Executive - Business Strategy, The Pensions Advisory Service

    Michelle Cracknell was appointed Chief Executive of the Pensions Advisory Service in October 2013. Michelle started her career as a pensions adviser for Advisory & Brokerage Services Ltd, where she worked for 20 years becoming a director and qualifying as an Actuary in 1997. In 2007, she joined Skandia as the Strategy Director and continued her interest in investment platforms and pensions when she left to work as a consultant. She is a regular commentator on pension matters in the media. Since taking over, the Pensions Advisory Service has grown from looking after 60,000 customers to now looking after 180,000 customers. Throughout her career, her key desire has been to make pensions more accessible to people through the provision of information and guidance. With her team of pension specialists, she has been able to raise awareness of the public service provided by the Pensions Advisory Service.


Royal College of Physicians, London