event-feature

Planning for income in retirement

Half day CPD seminar

24 April , 1-4 May 2018. Stirling, Cardiff, Solihull, Barnsley and Knutsford

The financial planning of income in retirement has been one of the most important changes over the last 10 years for advisers. It has changed from a single event to an ongoing retirement lifestyle, with a wider range of options for generating income post Pension Freedoms.

The skill of the professional adviser in a clients’ retirement phase is being able to demonstrate value for money through accurate assessment of income source, the individual's risk profile and the need for access, control and timing of the income. Given the many options your clients have, the role of the adviser in putting the retirement jigsaw pieces together is even more important – gone are the days when the only choice was an annuity.

We have assembled four leading investment professionals from Miton Asset Management, Old Mutual Global Investors, Parmenion, and Royal London Asset Management to 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.

Defaqto will also demonstrate the tools and support, provided in Engage, that can help deliver compliant, evidence based information, all in one place that can only enhance efficiency and increase the effectiveness of the advice process.

Dates and venues
Tuesday 24 April, Airth Castle
Tuesday 1 May, The Vale Resort, nr Cardiff
Wednesday 2 May, Arden Marriott Country Club, Solihull
Thursday 3 May, Mere Court Hotel, Knutsford, Mere
Friday 4 May, Tankersley Manor Hotel, Tankersley

CPD      


Demonstrates the quality of an event and that it meets CII member CPD scheme requirements. Each event is accredited by the CII/PFS/CISI for 2 hours and 40 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
09:30-13:40

Tuesday 24 April


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

09:30-13:40

Tuesday 1 May


The Vale Resort
Hensol Park, Hensol,
Vale of Glamorgan,
CF72 8JY

Getting there

09:30-13:40

Wednesday 2 May


Forest of Arden Marriott Hotel & Country Club
Maxstoke Lane,
Meriden
Birmingham, CV7 7HR 

Getting there

09:30-13:40

Thursday 3 May


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

Getting there

09:30-13:40

Friday 4 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 one:
The financial planning challenges of generating income for clients.
Presented by Pan Andreas, Head of Insight and Consulting (Funds and DFM) and Paul Tinkler, Insight Consultant (Platforms, Funds, and DFM), Defaqto

Presentation two:
How to achieve an increase in retirement income
Presented by Danny Knight, Head of Group Distribution, Old Mutual Global Investors

Presentation three:
Tackling the myths around retirement investment planning
Presented by Trevor Greetham, Head of Multi-Asset, Royal London Asset Management

Break

Presentation four:
The world has changed, are you prepared?
Presented by Anthony Rayner and David Jane, Fund Managers, Miton Asset Management

Presentation five:
Better outcomes, for client incomes
Presented by Patrick Ingram, Retirement and Investment Specialist, Parmenion

Panel session chaired by Defaqto, followed by lunch

Presentation six:
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

    As Head of Insight and Consulting (Funds and DFM), Pan leads an expert team of insight analysts who …

    Pan Andreas

    Pan Andreas

    Head of Insight, Defaqto

    As Head of Insight and Consulting (Funds and DFM), Pan leads 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.

  • Danny Knight

    Head of Group Distribution, Old Mutual Global Investors

    Danny Knight

    Danny Knight, Head of Group Distribution joined Old Mutual Global Investor's (OMGI) in November 2014 …

    Danny Knight

    Danny Knight

    Head of Group Distribution, Old Mutual Global Investors

    Danny Knight, Head of Group Distribution joined Old Mutual Global Investor's (OMGI)  in November 2014 arriving from Henderson Global Investors, where he was Director of Strategic Partnerships, as part of an acquisition.  Whilst at Henderson he also sat on the board and risk committees of several companies. 

    At OMGI Danny is a member of the multi-asset desk with a responsibility for distribution to both domestic and international markets.  He previously worked at New Star and Jupiter Asset Management in an industry career that has spanned more than 16 years.

  • Patrick Ingram

    Retirement and Investment Specialist, Parmenion

    Patrick Ingram

    Patrick is Parmenion’s Retirement and Investment Specialist and joined us in 2009. He has experience …

    Patrick Ingram

    Patrick Ingram

    Retirement and Investment Specialist, Parmenion

    Patrick is Parmenion’s Retirement and Investment Specialist 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.

  • Trevor Greetham

    Head of Multi Asset, Royal London Asset Management

    Trevor Greetham

    Trevor Greetham is RLAM’s Head of Multi Asset. Prior to joining Royal London in 2015, Trevor was Ass …

    Trevor Greetham

    Trevor Greetham

    Head of Multi Asset, Royal London Asset Management

    Trevor Greetham is RLAM’s Head of Multi Asset. Prior to joining Royal London in 2015, Trevor was Asset Allocation Director for Fidelity Worldwide Investment, where he was responsible for implementing tactical investment decisions across a wide range of institutional and retail funds, including the Fidelity Multi Asset Strategic Fund. From 1995 to 2005, Trevor was Director of Asset Allocation for Merrill Lynch. Trevor qualified as an actuary with UK life assurer Provident Mutual and has a Master of Arts in Mathematics from Cambridge University. He has 23 years’ investment experience.

  • 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.

  • Roger Perry

    Head of Intermediary Sales, Defaqto

    Roger Perry

    Roger Perry

    Roger Perry

    Head of Intermediary Sales, Defaqto

       

Core Sponsors

  • Old Mutual Global Investors

    Old Mutual Global Investors (OMGI) businessis the award-winning, London-based asset management arm o …

    Old Mutual Global Investors

    Old Mutual Global Investors (OMGI) business is the award-winning, London-based asset management arm of Old Mutual Wealth, with a reach spanning key international markets including the UK, Europe, Asia and the Americas as well as South Africa and the Middle East.

    The multi-asset unit of Old Mutual Wealth’s investment division, which consists of Old Mutual Global Investors (OMGI) and Quilter Cheviot, is one of the largest of its kind in the UK, with a history of innovation in creating solutions to meet investors’ needs.

    OMGI’s focus is on delivering strong investment performance and customer-focused investment solutions that result in positive long-term outcomes. Thanks to broad distribution, product innovation and service excellence OMGI’s award-winning funds and managers are supported by advisers, wealth managers and corporate partners.

  • 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 £3.5bn. More than 1000 Adviser firms have selected us as their partner to deliver their chosen investment proposition to over 40,000 clients.

    Parmenion is part of Aberdeen Standard Investments, one of the top European investment businesses and a global asset manager.

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

  • Royal London

    Established in 1988, Royal London Asset Management (RLAM) is one of the UK's leading fund management …

    Royal London

    Established in 1988, Royal London Asset Management (RLAM) is one of the UK's leading fund management companies, providing investment management solutions for a wide range of clients.

    Our size and scale mean we can offer clients access to the major asset classes, including UK and overseas equities, government bonds, investment grade and high yield corporate bonds, multi asset, property and cash. Our experienced team of investment specialists manages over £111 billion of assets (at 30/9/2017).

    We have a proven track record of delivering high quality investment management services and pride ourselves on the breadth and quality of our investment options.

  • 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. At 31/01/2018, group AuM totalled  

    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.

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