Retirement Conference: Embracing freedom and choice
Time and date:
22 November 2016
9.00 AM to 22 November 2016
5.10 PM
Location: etc venues - 200 Aldersgate, London, EC1A 4HD
Organiser: Defaqto
Website: Click here
The way your clients view their retirement and how they fund it is evolving. The landscape always changes, and you are having to juggle many aspects of retirement planning. This conference will give you practical insight into the following areas:
- Key demographic, lifestyle and health considerations
- IHT and pension death benefit taxation
- Building sustainable investment portfolios for long term income
- Insights and updates on blended, hybrid and other pension income options
- The financial and practical aspects of physical and mental capability in advising on long term care
- What behavioural finance can teach us about advising aging clients
In planning for retirement, your clients will have concerns about:
- Providing adequate income
- Protecting their income against capital shocks & market volatility
- Capital erosion whilst planning for legacy
- Managing health and care issues, including mental capacity
- Inheritance tax planning
Juggling these diverse, and potentially conflicting, needs is where you can uniquely add value to the retiree. Only you are well-placed to create an effective, sustainable yet flexible plan which prioritises, balances and then addresses all these concerns.
Come and hear the FCA, Society of Later Life Advisers, Gill Cardy, Tony Wickenden, and Greg Davies address these concerns at this CPD accredited one day conference.
