Agenda
Location: Woodlands Park Hotel, Cobham, Surrey
| Thursday 17th January | ||
| 18:30 | Pre-dinner drinks - Chester suite | |
|---|---|---|
| 19:30 | Welcome - Cornwall Suite | Clive Waller - Chairman |
| Dinner | ||
| 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 |