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May 2019 Roadshow - Income in Retirement

Half day CPD seminar

2 May Stirling, 14-17 May Bristol, Mere, Solihull, Tankersley

Visiting Airth Castle Stirling, Tracy Park Bristol, The Mere Court Hotel Knutsford, The Marriott Arden Hotel Solihull, and Tankersley Manor Barnsley the 2019 Defaqto CPD Income in Retirement Roadshow will focus on key financial planning and retirement income issues.  They will present and discuss various retirement solutions that could add value to your client's income needs.

9 out 10 previous attendees recommend our Roadshows for the perfect balance of structured quality content and valuable networking opportunities. 

Dates and venues
Thursday 2 May, Airth Castle,  Stirling
Tuesday 14 May, Tracy Park,  Bristol
Wednesday 15 May, The Mere Court Hotel, Knutsford
Thursday 16 May, The Marriott Arden Hotel, Solihull
Friday 17 May, Tankersley Manor, Barnsley

Each event is accredited by the CII/PFS/CISI for up to 2 hours and 40 minutes of structured continuing professional development.


CII 

Demonstrates the quality of the learning of the CPD roadshows for Financial Advisers and confirms that they meet CII / Personal Finance Society member CPD scheme requirements.

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

Register Now
09:30-13:40

Thursday 2 May


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

09:30-13:40

Tuesday 14 May


Tracy Park,
Bath Road
Wick
Bristol, BS30 5RN 

Getting there

09:30-13:40

Wednesday 15 May


Mere Court Hotel (not the Mere Resort)
Warrington Road
Mere
Knutsford
Cheshire, WA16 0RW

Getting there

09:30-13:40

Thursday 16 May


Forest of Arden Marriott Hotel & Country Club

Maxstoke Lane, 
Meriden
Birmingham, CV7 7HR 

Getting there

09:30-13:40

Friday 17 May


Tankersley Manor
Church Lane 
Tankersley
Barnsley, S75 3DQ

Getting there

Morning registration from 09:30 to 10:00, and the event closes at 13:45.  
Morning bacon rolls, lunch and refreshments are provided.

Presentation 1: Impact of charges on retirement income
Presented by Pan Andreas, Head of Insight and Consulting (Funds and DFM) and Paul Tinkler, Insight Development Manager, Defaqto

Presentation 2: Diversifying sources of income using multi asset funds
Presented by Anthony Rayner and David Jane,  Fund Managers, Miton Asset Management 

Refreshment break 

Presentation 3: Longevity risk: How much are your clients willing to take?
Presented by Patrick Ingram, Head of Strategic Partnerships, Parmenion 

Presentation 4: 3 is the magic number? 
Presented by Gillian Hepburn, Intermediary Solutions Director, Cazenove Capital 

Lunch

Presentation 6:
Roger Perry, Head of Intermediary Sales, Defaqto will also demonstrate the tools and support, provided in Engage, that can deliver compliant, evidence based information, all in one place that can only enhance efficiency and increase the effectiveness of the advice process.

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

  • Pan Andreas

    Head of Insight, Defaqto

    Pan Andreas

    Panis the Head of Insight and Consulting (Funds and DFM) team, leading an expert team of insight ana …

    Pan Andreas

    Pan Andreas

    Head of Insight, Defaqto

    Pan is the Head of Insight and Consulting (Funds and DFM) team, leading an expert team of insight analysts who are responsible for Defaqto’s Ratings, Risk Mappings and authoring thought leadership articles and publications. The team also provide consultancy services to fund houses, DFMs and intermediary clients.

    Pan has held senior management and leadership roles in Allied Dunbar, Towry, Intrinsic and Sesame Bankhall Group (SBG) – gaining experience in tied, multi-tied, independent and network business models. Most recently, Pan has specialised in the design, development and delivery of advisory investment propositions and technology solutions. Whilst at SBG, Pan was responsible for the launch of the Optimum Investment Management.

    In his spare time, Pan enjoys the frustrations of trying to play golf and he is a keen scuba diver.

  • Paul Tinkler

    Insight Consultant (Funds and DFM)

    Paul Tinkler

    Paulis a member of the Insight and Consulting (Funds and DFM) team, working closely with various int …

    Paul Tinkler

    Paul Tinkler

    Insight Consultant (Funds and DFM)

    Paul is a member of the Insight and Consulting (Funds and DFM) team, working closely with various internal departments and external fund managers.  His key role is to help fund managers gain a clear understanding, and therefore obtain the best value from the fund rating process.

    Paul has a broad range of experience and expertise in all aspects of adviser propositions, including risk profiling and management, technology, such as back-office systems and platforms and what it takes to create, develop and run investment solutions.

    Paul has held senior management positions in AXA Life Invest, Sesame Bankhall Group (SBG), SEI, Legal & General and Zurich (both IFA and direct sales). Gaining experience in tied, multi-tied, independent and network business models.  Most recently, Paul has specialised in the design, development and delivery of advisory investment propositions and technology solutions.  Whilst at SBG, Paul played a key role in the launch of the Optimum Investment Management, growing assets to £200m in less than 2 years, from a standing start.

    In his spare time, Paul enjoys the outdoors, taking long walks and cycle rides.

  • Roger Perry

    Head of Intermediary Sales, Defaqto

    Roger Perry

    Rogerhas over 15 years’ experience working with financial intermediaries, including financial advise …

    Roger Perry

    Roger Perry

    Head of Intermediary Sales, Defaqto

    Roger has over 15 years’ experience working with financial intermediaries, including financial advisers, networks, service providers and insurance brokers. Roger’s main focus is working with the adviser networks and service providers, which gives him an intimate insight into the challenges of delivering financial advice including compliance, creating central investment propositions for differing client segments, consolidating financial planning tools and the advice process. As Head of Intermediary Sales he is responsible for building partnerships with Defaqto’s clients, working with them to understand their business challenges and matching our suite of products, solutions and consultancy services to help them achieve their goals.

  • Anthony Rayner

    Fund Manager, Miton Asset Management

    Anthony Rayner

    Anthony joined Miton Group plc in June 2014. Prior to Miton, Anthony worked for Darwin Investment Ma …

    Anthony Rayner

    Anthony Rayner

    Fund Manager, Miton Asset Management

    Anthony joined Miton Group plc in June 2014. Prior to Miton, Anthony worked for Darwin Investment Management Ltd, analysing portfolio construction and risk for the Darwin Multi Asset Fund alongside David Jane. Prior to this, he worked for M&G, focusing on portfolio construction and risk for UK equity funds and then for the multi asset fund range. Previously, he was a member of the Asset Allocation and Economics team at Merrill Lynch Investment Managers.

  • David Jane

    Fund Manager, Miton Asset Management

    David Jane

    David joined Miton Group plc in June 2014. He founded Darwin Investment Management Ltd in September …

    David Jane

    David Jane

    Fund Manager, Miton Asset Management

    David joined Miton Group plc in June 2014. He founded Darwin Investment Management Ltd in September 2010 and prior to that he was Head of Equities Investments at M&G. David joined M&G in December 2000 as a Fund Manager in the global specialist equity team before becoming Head of Equities investments. Whilst there he was portfolio manager of the M&G Managed Fund and the M&G Cautious Multi Asset Fund, which he launched in February 2007 and grew to over £300 million during his tenure. Prior to M&G, David was the Head of Global Financials Research at AXA Investment Management and before that he was at Newton Investment Management as Director of Global Financials Research. He also served as Non-Executive Director of M&G High Income Investment Trust plc from October 2002 to July 2010. David graduated from Keele University with a B.A. Honours in Economics, Statistics and Operations Research.

  • Gillian Hepburn

    Intermediary Solutions Director, Cazenove Capital

    Gillian Hepburn

    Gillian Hepburn

    Gillian Hepburn

    Intermediary Solutions Director, Cazenove Capital

       

  • Patrick Ingram

    Head of Strategic Partnerships, Parmenion

    Patrick Ingram

    Patrick is Parmenion’sHead of Strategic Partnerships and joined us in 2009. He has experience of pri …

    Patrick Ingram

    Patrick Ingram

    Head of Strategic Partnerships, Parmenion

    Patrick is Parmenion’s Head of Strategic Partnerships and joined us in 2009. He has experience of private client discretionary management and wealth management consolidation, in a number of AIM quoted companies. He was previously CEO of Rowan & Co and Finance Director of Seymour Pierce Group plc. Patrick graduated with degree in History from Oxford University in 1981, trained as a Chartered Accountant with KPMG, and holds the ASIP investment research qualification.

Core Sponsors

  • Schroders Cazenove

    Cazenove Capital is the wealth management arm of Schroders in the UK and Channel Islands, providing …

    Schroders Cazenove

    Cazenove Capital is the wealth management arm of Schroders in the UK and Channel Islands, providing investment management services to private clients, intermediaries and charities. The company’s strength is founded on the lasting relationship built with advisers and their clients, combined with the global expertise of the Schroders Group.

  • Miton Asset Management

    We are a UK fund management group that believes in the value of genuinely active management. We offe …

    Miton Asset Management

    We are a UK fund management group that believes in the value of genuinely active management. We offer high conviction, actively managed equity strategies that seek to deliver strong long-term investment performance. We offer multi-asset strategies that seek to deliver a predictable outcome. 

    Our fund managers have the scope to perform on an unconstrained basis and follow strong investment processes. They invest in companies’ shares or bonds, that in their judgement have the ability to deliver returns rather than benchmark weightings.

    We are independently minded and seek to offer funds and strategies that very deliberately set out to be different from many of those our competitors offer. We believe this differentiation and focus on a wider range of opportunities provides our fund managers with the flexibility to add more value for investors and to manage risk effectively.

    The asset management industry is facing a time of unparalleled challenges, particularly in its ability to deliver value to its underlying clients. It is our belief that genuinely active management can make a real difference to investment returns.

  • Parmenion

    Launched in 2007, Parmenion is one of the fastest growing platform providers in the UK. The value of …

    Parmenion

    Launched in 2007, Parmenion is one of the fastest growing platform providers in the UK.

    The value of investments under our management now exceeds £5bn. 

    More than 1,300 Adviser firms have selected us as their partner to deliver their chosen investment proposition to over 54,000 of their underlying clients.

    Parmenion is part of Aberdeen Standard Investments, the asset management business of Standard Life Aberdeen plc and one of the world’s largest investment companies.

    Our goal is to make investment simple and accessible to all.

  • Quilter Investors

    Quilter Investors delivers institutional quality solutions to the retail investor. We are trusted to …

    Quilter Investors

    Quilter Investors delivers institutional quality solutions to the retail investor.

    We are trusted to manage £18.8bn (as at 30 September 2018) of assets on behalf of investors.

    Our investment approach is based on building robust portfolios that are diversified across international markets and across the widest range of investments to access the best opportunities, managers and asset classes. Working closely with advisers, we design solutions which deliver steady, incremental gains in a clear and transparent way.

    Our experience, expertise and excellence in multi-asset investing provides customers with the confidence to invest in their future.

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