Agenda
Location: Woodlands Park Hotel, Cobham, Surrey
Thursday 17th January | ||
18:30 | Pre-dinner drinks - Chester suite | |
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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 |