08:30 – 09.30: Breakfast & networking
09:30 - 09:45: Welcome - John Milliken, CEO & Sally Boyle, CSO, Defaqto
09:45 – 10:15: Keynote Speaker - Paul Johnson, Director, The Institute Fiscal Studies
10:15 – 10:45: Keynote Sponsor - Lothar Mentel, Chief Investment Officer, Tatton: Ten Years of Pensions Freedoms – Embracing the Economic Challenges of Today and Tomorrow
11:15 - 11:45: Keynote Sponsor - Catherine Doyle, Investment Specialist, BNY Investments: Understanding and managing risk to retirement income
11:45 - 12:15: Keynote Sponsor - Jon Lewis, Business Development Manager, Canada Life: Retirement Income: CIP or CRP? That is the question​
12:15 - 13:15: Lunch & networking
13:15 - 13:45: Keynote Sponsor - Shane O'Brien, Head of Investment Specialists, Aviva Investors: Remedies for Retirement
13:50 – 14:35 Panel sessions:
1. IHT/Tax efficient Investments: TIME, Puma Investments, Parkwalk
2. Retirement: RBC Brewin Dolphin, Premier Miton, Standard Life
14:40 - 15:10: Defaqto insight experts
15:40 - 16:10: Keynote Speaker - Nick Watt, Political Editor of Newsnight
16:10 - 16:20: Closing address - John Milliken, CEO & Sally Boyle, CSO, Defaqto
Register now
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These events are exclusive to authorised investment advisers only (or officers of a regulated advice business).
Delegates can include this event towards the CII / Personal Finance Society CPD requirement should you consider it relevant to your professional development needs.
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