Later-life planning is about more than money: it is about helping clients achieve their lifestyle goals and provide for their families while making provision for unexpected events such as long-term care.
But the changing nature of advice and the shifting needs of today’s investors makes later-life financial planning a hugely responsible task.
As investors deal with big - and sometimes unpredictable - life changes they will require a financial plan that can help them cope with whatever comes their way.
Priorities and financial goals are unique to each individual, but the process of ensuring clients are better prepared, informed and empowered remains the same. Meanwhile, with the economic environment, pensions policy and tax legislation constantly changing, advisers need to be aware of how these changes can affect accumulation and decumulation.
Join FTAdviser at this inaugural Later Life Summit, where leading UK-based financial advisers, regulators, policy makers, tax and legal experts will discuss the latest industry insights and share best practice examples of how to support clients to maximise their retirement goals.
This event is being accredited for CPD by the Chartered Insurance Institute.
SPEAKERS INCLUDE
Fiona Tait, technical director at Intelligent Pensions
David Fairs, executive director of policy, analysis and advice at The Pensions Regulator
Sarah Luheshi, deputy director at the Pensions Policy Institute
Michele Golunska, chief executive of Sesame Bankhall Group
Sarah Lord, president of the Personal Finance Society
TOPICS INCLUDE
The macro effect on the pension pot
Constructing a robust retirement portfolio
Regulation and defined benefit pensions
Attitude to risk and capacity for loss
How estate planning fits into later life planning
WHEN
Thursday, May 19, 2022 - 9am to 4.30pm
WHERE
Online
To find out more and to register, click HERE.
