2021 Investment and Retirement Planning Conference

Royal Victoria, Crowne Plaza, Sheffield
Thursday, 07 October 2021
9:30 am – 4:00 pm (UK time)

Speaker List

Confirmed Speakers:

🗹 Market review: Maria Municci - M&G

🗹 Economic overview: Paul Mount - Bank of England

🗹 Considering sustainability: Phoebe Stone - LGT Vestra

🗹 Member address and Q&A: John White - former PFS President

🗹 Pension Hot Topics: Gareth Davies - Scottish Widows

🗹 Investment solutions for drawdown clients: Andrew Morris - Canada Life

🗹 Tax-efficient estate planning: Anne Slater-Brooks - Triplepoint

🗹 Valuing your advice: Angie Grundy - Vanguard

🗹 Exit planning strategies: Ashley Rider & Lisa Jones - Benchmark Capital

The venue COVID-19 policy document is attached should you have any questions in relation to the procedures to be implemented on the day.

  • Victoria Station Road
  • Sheffield
  • S4 7YE
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

5 hours' 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/cpd.