Venue: Royal College of Physicians
11 St Andrews Place, Regent’s Park, London NW1 4LE
Now in its 3rd year, the annual Science of Retirement Conference has become a 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 key issues that have practical implications for clients and their advisers, including…
- How spending patterns change in retirement: myths and realities
- Insights from the latest FCA retirement market income data
- Are CIPs and model portfolios for retirement income fit for purpose?
- Safe Withdrawal Rate Strategies: From the horse’s mouth
- Managing longevity risk in retirement
- The Big Debate: Are guaranteed drawdowns worth the paper they’re written on?
Founder, Safe Withdrawal RateEducated at MIT, financial planner Bill Bengen is widely regarded for his 1994 seminal paper that transformed retirement income planning. Now himself retired, the father of Safe Withdrawal Rate will join us via a video link to share his latest thoughts and answer burning questions on the application and relevance of the framework to today’s clients. Read full bio
Host, Science of Retirement ConferencePrincipal at FinalytiQ, a research firm specialising in investment propositions, pensions and platforms. Abraham is a frequent conference speaker, he was nominated for the Professional Advisers Personality of Year Award 2015 but the award went to a more deserving winner, obviously! Read full bio
Chief Economist, Vanguard
Dr Peter Westaway is chief economist and head of the Investment Strategy Group for Vanguard, Europe. He was previously chief economist, Europe, for Nomura International and a senior official at the Bank of England.
Chartered Financial Planner & Director, Juno Wealth
Tracey is the Chartered Financial Planner and director at Juno Wealth, a multi-award winning boutique Chartered and Accredited Financial Planning firm based in rural Sussex. She is passionate about helping clients see their big picture and has been doing so now for over 28 years.
Lead Associate, FCA
Since joining the regulator in 2010, Chris has been involved in several high profile thematic reviews including; risk profiling, centralised investment propositions, mystery shopping of investment advice in banks, RDR adviser charges and services and research & due diligence.