The Findings
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Mind the gap! According to the FCA, more defined contribution pension pots were fully withdrawn in 2021/22 than in any previous financial year
Expert: Richard Parkin, Head of Retirement, BNY Mellon Facilitator: Kathy Ellison, Director, Savanta
17 October 2023
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Retirement is a risky business. How much emphasis are you placing on your clients’ attitude to risk these days?
Expert: Paul Hogg, Head of Distribution, 8am Global Facilitator: Michael Lawrence, Principal Consultant, Bovill
17 October 2023
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Support for vulnerable customers is high on the agenda at the FCA
Expert and Facilitator: Kathy Ellison, Director, Savanta
17 October 2023
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What are the different investment approaches for the different stages of retirement?
Expert: Paul Speight from Canada Life & Henny Dovland from Time Investments Facilitator: Rupert Neville, Consultant
17 October 2023
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Changing Behaviour - Why investors should be wary of cash or short duration bonds
Expert: Jason Borbora-Sheen, Portfolio Manager, Ninety One Moderator: Sascha Calisan, Director, Davies Group
12 October 2023