Retirement Matters - October 2023

Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE

17 October 2023

New for 2023! Retirement Matters - October 2023

New for 2023! Retirement Matters - October 2023

  • 17 Oct 2023

    Royal College of Physicians

    Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE

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Wealth is defined by how you live and not what you have - An attractive philosophy but perhaps a tad idealistic.

Over 18% of the UK population is retired. So, one could say that 82% are looking for retirement advice! Well maybe not the toddlers. However over 80% of household wealth is held by the over-45s. Ah therein lies the rub! The Millennials and their younger cohorts need to save but probably have more urgent calls upon their finances such as young families and trying to get onto the housing ladder. Or maybe they just don’t see the point and who can blame them.

In a nutshell, Retirement Matters is a one-day conference considering the retirement ecosystem and the opportunity it offers for increased client satisfaction and business growth.

It will update you on the latest thinking and innovative solutions as well as provide a review of the backdrop – demographic, economic and regulatory. There is much to discuss as all these areas impact the whole country economically and emotionally. 

Who will be participating?

The event will bring together key decision makers:

CEOs, Managing Directors, Heads of Strategy, Heads of Retirement and Heads of Investment Proposition who are setting the strategy when it comes to advising your clients on their retirement planning options.

The Benefits of Participating: 

As a delegate, you are the senior individual whose role is to set your firm’s business and investment strategy when it comes to addressing the needs of your clients as they approach and enter retirement.

Obviously, the major part of your role will be to ensure that their investments are sound and sufficient – no easy feat in such a volatile world. However, there are other aspects to retirement; healthcare provision, leveraging property wealth, tax (including inheritance provision), longevity, changing demographics, degrees of risk and regulatory oversight etc.

  • Strategic engagement - Discuss best practice with your peer group in small focused roundtable groups led by experts
  • Access to high level networking
  • Hear new thinking and explore the latest trends
  • Be inspired by external speakers addressing the bigger picture
  • Platform for change - An opportunity to work through the key challenges facing both your business and the industry, with a view to find collective ways of driving change forward
  • Bespoke and tailored - Build your own itinerary enabling you to participate in roundtables focusing on those subjects which matter to you.

How does it work? 

Retirement Matters runs breakfast through to drinks, and is made up of a blend of:

  • Keynote sessions geared to encouraging new thinking – typically from outside of the industry
  • Roundtables – small facilitated groups addressing a carefully researched agenda. The whole day is Chatham House and therefore participants are able to speak openly and freely
  • Plenty of networking opportunities including a formal seated luncheon.


In summary, your time is precious and our goal is to ensure that if you spend it with us, you spend it in the company of your peers, you address the subjects which matter to you, and all in a time efficient manner.

What does it cost? 

  • Participation is by invitation only and free of charge
  • The event is CPD accredited.

Registering as a participant

Select the button to the top right of this page and for further details please email


Sponsors & partners


Time Investments

HUB Financial Solutions

Get in touch to find out more about sponsoring this event

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  • Eliza Filby

    Eliza Filby

    Historian of Contemporary Values and Visiting Professor, King’s College, London

    Eliza is a speaker, writer and consultant specialising in a history of Generations and contemporary values. Eliza looks at how the people’s values and behaviours are changing and the implications for politics, work, consumption, society and economics. She studies the evolution of generations rather than lazy generalisations; nuance and history is key. Her job is to differentiate between what is age-related and what is generation-specific. Eliza published her first book God and Mrs Thatcher: The Battle for Britain’s Soul in 2015 based on her PhD. When writing about political change in the eighties, she became more and more interested in the generation that were born in that era i.e. Millennials. Out of which, spun a research career into generational change. Eliza has written for the major broadsheets in the UK from The Guardian, Times, Telegraph as well as reviewed for the Financial Times. She loves the thrill of a live broadcast and has frequently appeared on the media from BBC News to Fox News as well as radio programmes. Eliza also regularly appear on the Sky News Evening Paper Review Show. 'Research for research sake is lovely but I relish sharing my knowledge with people and organisations for whom it has particular value and I’ve been lucky to speak at and work with some truly impressive companies both big and small. I have debated at the Oxford Union, sparred at the Conservative Party Conference, delivered Powerpoint slides at Buckingham Palace'.

  • Professor Matthew Goodwin

    Professor Matthew Goodwin

    Professor of Politics, University of Kent

    Matthew J. Goodwin is an academic, writer and speaker known mainly for his work on British and European politics, extremism, immigration and Euroscepticism. He is currently Professor of Politics at Rutherford College, University of Kent, and Senior Visiting Fellow at the Royal Institute of International Affairs, Chatham House. Matthew is a trained political scientist. He received his PhD from the University of Bath in 2007, after which he worked for a self-funded research institute at the University of Manchester. He was then awarded a Postdoctoral Fellowship with the Economic and Social Research Council. He was also recipient of an ESRC Knowledge Exchange Fellowship and spent twelve months on full-time secondment in a UK government department. In 2015 he was appointed Professor of Politics at the University of Kent. In the same year he was awarded an ESRC Senior Fellowship to examine Britain's 2016 EU referendum. In 2014 he received the Richard Rose Prize, awarded to one person annually for their contribution to the study of politics. In 2015, he won the Paddy Power Political Book of the Year for Revolt on the Right, co-authored with Robert Ford. Since completing his PhD he has attracted around £1 million in external research funding. Since 2008 he co-edited the Routledge book series on Extremism and Democracy. Between 2011 and 2015 he served as a member of the UK government's working group on anti-Muslim hatred. Since 2013 he served his profession as a Trustee and executive committee member of the Political Studies Association, which since 1950 has promoted the study of politics. Matthew is an outward-facing researcher who believes that social science should be as much about contributing to wider society as to social science. He engages widely and has worked with over two hundred non-academic organisations from the European Parliament and National Security Agency down to his local police authority.


Royal College of Physicians, Royal College of Physicians, 11 St Andrews Pl, London NW1 4LE