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Welcome and Introduction
Clive Waller, Chair, The Investment Network
Once again, we are visiting the subject of retirement saving and decumulation.
Abraham Okusanya is an old friend of the network. Over the last few years he has developed a market-leading app, Timeline, to help advisers model decumulation on a scientific basis. Never content, he has also launched a low cost, fixed price model portfolio service, which will challenge existing models.
Becky O'Connor is head of pensions and savings at Interactive Investor, the second biggest direct platform after HL. The number of direct savers nd investors is gorwing substantially. As they reach retirement, many may seek an adviser, or a hybrid service.
Charlotte Clark, CBE is director of regulation at the ABI. The regulator has been taking a fresh look at retirement recently and it will be fascinating to hear Charlotte's thoughts.
Panel Discussion