Location: Woodlands Park Hotel, Cobham, Surrey

Thursday 17th January
18:30 Pre-dinner drinks - Chester suite
19:30 Welcome - Cornwall Suite Clive Waller - Chairman
After Dinner Speaker Sterling Shea, Global Head of Wealth and Asset Management , Dow Jones
Friday 18th January - Prince of Wales Suite
08:30 Welcome Clive Waller - Chairman
08:35 How a master trust helps members wanting drawdown David Bird, Director, LifeSight
09:05 Guarding the Nest Egg Petronella West, CEO, Investment Quorum
09:25 Joint Discussion Chaired by Heather Hopkins
9:45 Tax optimisation in retirement Brett Williams, MD, SEI UK
10:15 Discussion
10:30 Coffee – Lancaster Suite
11:00 Soapbox 1 - Employee Ownership Trusts Chris Budd, chairman, The Eternal Business Consultancy
11:20 Soapbox 2 – Financial planning faces a succession crisis Tim Sargisson, CEO, Sandringham
11:40 Vulnerability a trip to MARS Andrew Gething, MD, Morgan Ash
12:10 Altus Vulnerable Customers Self-Assessment Tool Sam Turner, Consultant, Altus
12:30 Joint Discussion
12:50 Guaranteed Retirement Income - Back to the Future Trevor Cheal, Director, Spire
13:20 Discussion
13:30 Lunch - Cornwell Suite