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Financial Liverpool - The Psychology of Retirement Planning
Thursday 11 September 2025, 12:00 pm - 2:00 pm
Barnett Waddingham Offices
Ben Kumar, Head of Equity Strategy, 7IM
CPD
Retirement planning is more than just crunching numbers. It's about understanding the emotional and behavioural landscape of your clients as they navigate this major life transition. 7IM have been thinking about this a lot.
You may have heard 7IM Head of Equity Ben Kumar on LBC radio talking about exactly this kind of thing – using his behavioural finance background to pick out some of the psychology which often goes overlooked.
Ben speaks his mind and isn’t afraid of the odd bit of humour (or meme) to liven up the debate.
Discover a fresh perspective on retirement planning, at a time when markets have never been more crazy!
Venue
Barnett Waddingham Offices
1st Floor Liver Building, Pier Head
Liverpool
L3 1HU
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 1 hour CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
Next
Thu 11 Sep 2025, 3:00 pm - 7:00 pm
OneCoWork Winckley Square
CPD