MM SUMMIT 250

RS 17 Agenda

6/8/2017 7:30:00 AM
RS 17 Stream
08:30 - 09:30

Registration and Welcome Coffee

09:30 - 09:40

Chair’s Welcome & Opening Remarks

09:40 - 10:05

Presentation: Investment strategies in an environment complicated by political change

10:05 - 10:45

Panel: Exploring the immediate impact of the LISA on retirement savings

10:45 - 11:25

Presentation: Tax planning post-Budget – all you need to know

11:25 - 11:40

Morning refreshment break

11:40 - 12:20

Workshop Session 1: Man vs. Machine

12:25 - 13:05

Workshop Session 2: Meeting the retirement income challenge

13:05 - 14:05

Lunch

14:05 - 14:35

Money Marketing in conversation with the FOS

14:35 - 15:15

Panel: How to reform regulation to offer better client outcomes

15:15 - 15:30

Afternoon refreshment break and networking opportunity

15:30 - 16:10

Workshop Session 3: Decision Citizens: meeting the challenge of helping the customer of the future

16:15 - 16:55

Workshop Session 4: Fear and Greed in Defined Benefit pensions

17:00 - 17:40

Panel: Assessing the wisdom and feasibility of transferring out of DB schemes

17:40 - 19:30

Free time

19:30 - 22:30

Dinner

6/9/2017 7:55:00 AM
RS 17 Stream
08:55 - 09:00

Chair’s opening remarks

09:00 - 09:25

Presentation: How to make the most of retirement

09:25 - 10:05

Panel: Guarantees vs flexibility in retirement options

10:05 - 10:25

Morning refreshment break

10:25 - 11:05

Workshop Session 1: How to generate a monthly income and preserve capital

11:10 - 11:50

Workshop Session 2: Advice in Decumulation

11:50 - 12:50

Lunch

12:50 - 13:30

Workshop Session 3

13:30 - 13:45

Refreshment break

13:45 - 14:15

Panel: Update on the pensions dashboard

14:15 - 14:50

Panel: How can advisers help Generation Y fund their retirement?

14:50 - 14:55

Chair’s closing remarks

NB: Workshop orders will vary depending on your individual itinerary

 
Royal London

 

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