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?

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SPEAKERS

Bill Bengen

Bill Bengen

Founder, Safe Withdrawal Rate

Educated 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
Abraham Okusanya

Abraham Okusanya

Host, Science of Retirement Conference

Principal 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
Dr David Blake

Dr David Blake

Director, Pensions Institute at CASS

David Blake is Professor of Pension Economics at Cass Business School and Director of the Pensions Institute. He’s the author of the report on the Independent Review of Retirement Income, which was commissioned by the Labour Party.

Read full bio

Peter Westaway

Peter Westaway

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.

Read full bio

Tracey Evans

Tracey Evans

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.

Read full bio

Chris Hewitt

Chris Hewitt

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.

Keynotes

Hear from leading academics, researchers and financial planners

Panel Sessions

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

Live Tech Demos

Rapid fire presentations of the newest retirement modelling tools.

CPD Points

Finally, CPD sessions that actually teach you something new!

SPONSORSHIP

We have a limited number of sponsorship opportunities for asset managers/providers at this event. To discuss this, please email  abraham@finalytiq.co.uk.

EXHIBITION

Technology providers, particularly those offering retirement modelling tools to advisers can take up stands in our exhibition area at the event. To discuss this, please email  abraham@finalytiq.co.uk