event-feature

Spring Roadshow — Income and retirement

Defaqto Roadshow

20-28 April 2017 Stirling, Ascot, Cardiff, Mere Knutsford, Barnsley

Spring Retirement Roadshow – Income, and retirement

One in three babies born today are expected to celebrate their 100th birthday, and as we know retirement can now last for 30 years or more. Advising clients in retirement today is about using multi-option solutions that are individually tailored to their requirements rather than just pension planning.

Our roadshow provides advisers with strategies to support their clients in generating the required level of income throughout retirement.

Past attendees have highlighted some great reasons to attend our Roadshow:

“Very good meeting, fund managers provided a good insight to the topics”

“Well done for once again organising a fantastic event – current topics covered by excellent speakers”

“Good presentations, good locations, right length of time”

Our roadshows all start at 09:00 with refreshments and bacon rolls, and conclude at 14:00. Lunch and refreshments are provided, and all venues have complimentary car parking.

*90% of previous attendees recommend our Roadshows for the perfect balance of structured quality content and valuable networking opportunities.

CPD      


Demonstrates the quality of an event and that it meets CII member CPD scheme requirements. Each event is accredited by the Chartered Insurance Institute/Personal Finance Society/CISI for 2 hours and 50 minutes of structured continuing professional development.

Please note that these events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

Register Now
09:00-14:00

Thursday 20 April


Airth Castle Hotel & Spa
Airth, 
Stirlingshire
Scotland, FK2 8JF

Getting there

 

09:00-14:00

Tuesday 25 April


Ascot Racecourse
High Street 
Ascot
SL5 7JX

Getting there

09:00-14:00

Wednesday 26 April


The Vale Resort
Hensol Park
Hensol
Wales, CF72 8JY

Getting there

09:00-14:00

Thursday 27 April


Mere Court Hotel & Conference Centre
Warrington Road
Mere
Knutsford
Cheshire WA16 0RW

Getting there

09:00-14:00

Friday 28 April


Tankersley Manor Hotel
Church Ln,
Tankersley,
Barnsley
S75 3DQ

Getting there

The agenda and speakers will be confirmed shortly

09:00-09:30

Registration

09:30-09:50

Defaqto

Presented by Frank Potaczek, Defaqto

Looking at the main options available to advisers to generate income for clients!

09:50-10.15

Flexible income

Presented by Tony Yarrow, Wise Funds

How to get income from your portfolio in different markets

Tony will explore why flexible income is so important in your portfolio, and the relationship between a value approach and how it produces income growth

10.15-10.40

CRP - the key to successful, sustainable income planning?

Presented by Nathan Sweeney, Architas

Since the introduction of RDR back in 2012, the need for a robust centralised investment proposition (CIP) and the benefits of having one are widely recognised.  Great, if your clients are in the accumulation phase but how do you use a growth model for clients entering retirement and going into drawdown?  In this session, Architas will cover how in the new world where GAD rates are no more and the creation for sustainable income in retirement is in the hands of you and your client, CIPs need to be complemented with CRPs – centralised retirement propositions for successful, sustainable income generation in retirement.

10.40-11.10

Refreshment break

11.10-11.35

Rivers Capital Management

Presented by Richard Bonnor-Morris

11.35-12.00

Speaker to be confirmed

12:00-12:25

Q and A Session

12.25-13.10

Lunch

13.10-13.40

The 5 steps to Suitable Natural Income Funds

Presented by Roger Perry, Defaqto

Defaqto will demonstrate a new process to:

  • Segment natural income strategies
  • Understand your clients sensitivity to income volatility
  • Research investments to meet the client’s requirements
13.40-13.45

Closing remarks

Presented by Frank Potaczek, Defaqto

Speaker biographies and pictures will be available shortly.

  • Nathan Sweeney

    Senior Investment Manager, Architas

    Nathan Sweeney

    Nathan Sweeney, Senior Investment Manager Nathan manages Architas Multi-Asset Active Funds, Architas …

    Nathan Sweeney

    Nathan Sweeney

    Senior Investment Manager, Architas

    Nathan Sweeney, Senior Investment Manager

    Nathan manages Architas Multi-Asset Active Funds, Architas Multi-Manager UK Equity, Architas Multi-Manager Strategic Bond, Architas Multi-Manager Monthly High Income and the Verbatim Portfolio 5 Growth funds. He also heads up the Favourites Fund Range on behalf of AXA Self Investor and the Tailored Selection range for AXA Wealth. Nathan’s analyst responsibilities include research into UK Strategic Bond funds.

    Nathan joined Architas in 2010 from Thornhill, where he worked as a Private Client Fund Manager and was responsible for managing private client portfolios and fund selection. He began his 14 year investment career at AIB Investment managers, where he was responsible for fund selection and launching and managing the AIB Multi- Manager Fund range. Nathan has a BSc in Science, a Diploma in Financial Services and is IMC qualified.

  • Richard Bonnor-Moris

    Rivers Capital Management

    Richard Bonnor-Moris

    Richard has over 20 years of asset management experience, with a focus on portfolio construction, ma …

    Richard Bonnor-Moris

    Richard Bonnor-Moris

    Rivers Capital Management

    Richard has over 20 years of asset management experience, with a focus on portfolio construction, manager selection and risk management. After working with institutional investors and high net worth clients for nearly 15 years, Richard has managed risk-rated model portfolios for advisors since 2011. Previously Richard was Head of Multi-Asset Solutions at Newscape Capital Group, was a Portfolio Manager at Nemesis Asset Management, an Executive Director at Lehman Brothers Asset Management and a Vice President at JPMorgan Private Bank. Richard has an Executive MBA from London University and a BA in Economics from Manchester University.

  • Tony Yarrow

    Portfolio Manager, Wise Investment

    Tony Yarrow

    Tony a Cambridge graduate founded Wise Investment in 1992 to provide investment advice and fund mana …

    Tony Yarrow

    Tony Yarrow

    Portfolio Manager, Wise Investment

    Tony a Cambridge graduate founded Wise Investment in 1992 to provide investment advice and fund management to private clients. He started managing funds in 1988 and ran the successful Wise Investment Clients’ Fund from inception in 1992 until the fund was subsumed by TB Wise Investment at its launch in 2004. Tony currently manages TB Wise Investment and TB Wise Income.

Core Sponsors

  • Architas

    Architas aims to meet the demands of the ever changing complex financial and regulatory climate. Our …

    Architas

    Architas aims to meet the demands of the ever changing complex financial and regulatory climate. Our specialism is in multi manager investing – and simplicity, with a focus on making the process of choosing a fund as straightforward as possible. Through our range of risk profiled, income generating and specialist funds of funds our goal is to meet the challenges faced by today's investor.

    As a business we recognise the importance of working in partnership with our advisers and have built a range of tools, which are designed to support you and your clients throughout the investment journey.

    As part of the global AXA Group, our clients can rest assured that we are built on solid foundations but maintain the flexibility and entrepreneurial dynamism of a smaller company. Launched during the difficult markets of 2008, Architas has seen strong growth with assets under management and under advisory totalling £23.3 billion.* 

    *Data correct as at 30 September 2016. Please note that Architas is 100% owned by the AXA Group but it has no legal right of access to the assets of the AXA Group. Our previous company performance is not a guide to how we will perform in the future.

     

  • Rivers Capital Management

    Rivers Capital Management was launched by a group of experienced multi-asset professionals with the …

    Rivers Capital Management

    Rivers Capital Management was launched by a group of experienced multi-asset professionals with the primary objective of meeting Advisors’ investment management requirements.

    Our investment process seeks to maximise return consistency. With a diversified approach we dynamically combine low cost passive index solutions with the best available active strategies to maximize performance and manage, efficiently, overall client costs.

    We believe client and advisor objectives are best met when Investment Managers are 100% focused on delivering returns. Rivers Capital Management works exclusively with Financial Advisors and seeks to build productive, long-term relationships with professionals that share our values.

  • Wise Funds

    Wise Funds is part of the Wise Investment Group, an Oxfordshire-based asset management company speci …

    Wise Funds

    Wise Funds is part of the Wise Investment Group, an Oxfordshire-based asset management company specialising in a multi-asset approach. Founded in 1992, our company has continuously focussed on investment excellence and customer service. Wise Investment Group became an employee-owned company in 2013, using the John Lewis model.

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