Mindful of Investing in Retirement

11 St Andrews Place Regent's Park London NW1 4LE

14 May 2019

Mindful of Investing in Retirement - 14 May 2019

Mindful of Investing in Retirement - 14 May 2019

  • 14 May 2019

    The Royal College of Physicians

    11 St Andrews Place Regent's Park London NW1 4LE

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How is the world of retirement investing shaping up? 

This will be the fifth 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:


  • Retirement Interest Only


Will include...

  • Which generation is saving the most for their retirement?
  • Will you still love me when I’m sixty four ?... How about a review of longevity trends
  • Planning for the unexpected - the importance of Wills, POA and Estate Planning for clients and their parents
  • Behavioural Science in Pension Investment and Communication
  • Equity Release Beyond pensions, let’s talk later life lending!!
  • Investment strategies and the role of cash
  • Let’s talk tax!
  • Engaging customers throughout the retirement journey: the power of technology


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 on 01483 861334 or email her direct on evieowen@owenjamesgroup.com




Sponsors & partners



Legg Mason

Sponsor the Mindful of Investing in Retirement event

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

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  • Jasmine Birtles

    Jasmine Birtles

    Jasmine Birtles is a financial expert, TV presenter, author, journalist, business commentator and humourist. Her mission is to de-mystify money and give practical advice to help people get out of debt and manage their finances by spending less, making more and investing for a secure future. She has money saving and money making ideas as well as wise spending habits. She’s a financial expert with a twist – unique in that she is able to combine her knowledge of business and personal finance with her comedy skills, making a worrying subject palatable and easy to understand. As an independent financial spokesperson she has helped promote financial services for companies such as The Post Office, Lloyds TSB, Air Miles, the Royal Bank of Scotland, Railcard, Carphone Warehouse, Gumtree, Love Food Hate Waste, Cornhill Insurance, Olay, the Foreign Office and price comparison sites, and she co-presented an in house business programme for HSBC.

  • Matt Burrell

    Matt Burrell

    Policy Adviser, Association of British Insurers

    Matt works as a Policy Adviser in the Long Term Savings team working on issues relating to the Retirement Market and pensions technology. Before joining the ABI Matt worked for the Pensions and Lifetime Savings Association, advising on issues relating to the DC Pensions market with a particular emphasis on Master Trusts.

  • Hannah Lewis

    Hannah Lewis

    Founder, Behave London

    Hannah Lewis, is founder of Behave London. She believe that brilliant ideas, backed by science, can change the world. She set up Behave London to indulge her passion for problem solving using behavioural science. Behavioural economics, or as she prefer to think of it, applied psychology, can be used to help almost any process which involves humans and how they interact with the world. It's the perfect set of tools for solving problems. For fixing things. For making things better.

  • Tim Spector

    Tim Spector

    Professor of Genetics and Author, www.tim-spector.co.uk

    Tim Spector is a Professor of Genetic Epidemiology and Director of the TwinsUK Registry at Kings College, London and has recently been elected to the prestigious Fellowship of the Academy of Medical Sciences. He trained originally in rheumatology and epidemiology. In 1992 he moved into genetic epidemiology and founded the UK Twins Registry, of 13,000 twins, which is the richest collection of genotypic and phenotypic information worldwide. He is past President of the International Society of Twin Studies, directs the European Twin Registry Consortium (Discotwin) and collaborates with over 120 centres worldwide. He has demonstrated the genetic basis of a wide range of common complex traits, many previously thought to be mainly due to ageing and environment. Through genetic association studies (GWAS), his group have found over 500 novel gene loci in over 50 disease areas. He has published over 800 research articles and is ranked as being in the top 1% of the world’s most cited scientists by Thomson-Reuters. He held a prestigious European Research Council senior investigator award in epigenetics and is a NIHR Senior Investigator. His current work focuses on omics and the microbiome and directs the crowdfunded British Gut microbiome project. He is a prolific writer with several popular science books and a regular blog, focusing on genetics, epigenetics and most recently microbiome and diet (The Diet Myth). He is in demand as a public speaker and features regularly in the media.


The Royal College of Physicians, 11 St Andrews Place Regent's Park London NW1 4LE