SCIENCE OF RETIREMENT CONFERENCE 2018

9 AM – 6 PM / Tue., 13th March 2018
Royal College of Physicians, 11 St Andrews Place, Regent’s Park, London NW1 4LE

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SPEAKERS

David Blanchett, PhD, CFA, CFP®

David Blanchett, PhD, CFA, CFP®

Head of Retirement Research, Morningstar (US)

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Tina Weeks

Tina Weeks

Financial Life Planner, Serenity FP

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Abraham Okusanya MSc., CFP®

Abraham Okusanya MSc., CFP®

Host, Science of Retirement Conference

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Andrew Moore

Andrew Moore

Financial Planner, Goodmans FP

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Susan Bradley CFP®, CeFT®

Susan Bradley CFP®, CeFT®

Founder, Sudden Money Institute (US)

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Mel Holman LLB, CFP®, AFPS

Mel Holman LLB, CFP®, AFPS

Director, Compliance and Training Solutions

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Now in its 4th year, the annual Science of Retirement Conference is the go-to event for advisers looking for in-depth research-based insight on retirement income.

This year, we welcome leading researchers and financial planners to explore critical issues that have practical implications for clients and their advisers, including:

  • The optimal asset allocation glide path in retirement
  • Bucketing, cash buffer and other practices to improve withdrawal rates: what works and what doesn’t?
  • DB transfer: the biggest advice opportunity or the next scandal?
  • Psychology of retirement transition
  • Helping clients with non-financial aspects of retirement planning
  • Building a rounded retirement value proposition in the age of robots
  • And much more!

Keynotes

Hear from leading academics, researchers and financial planners

Panel Sessions

Interactive discussions that get to the heart of the key issues.

Tech Demos

Rapid fire demo of the newest retirement modelling tools.

CPD Points

Finally, CPD sessions that actually teach you something new!