Day 1 - For institutional investors: Members have a clear vision of what they would like their retirement to look like, yet the reality is quite different. Building a clear post-retirement investment and advice strategy is a key function as industry funds seek to retain members and turn the accumulation dream into a post-retirement reality.
The one-day Post-Retirement Conference is designed for chief executives, chief investment officers and heads of product and personnel working in member services and advice.
Day 2 - For financial advisers (8.30am - 5.30pm, March 15, 2017): History’s frontier-breakers always ensured they had fuel, food and fortitude. The journey into retirement has historically focused on investment strategies and technical advice – but are clients adequately prepared for the mental challenges that come with this new territory? Finding and maintaining the balance between investments, technical knowledge and the client’s mental outlook – the holy grail of retirement – can be tricky. What can advisers do to assist their clients in this little-discussed but important area, so that they can make optimal decisions with regards to their investment strategies? The leading Post Retirement Conference for financial advisers will help you guide your clients through the transition from employment to retirement.