Corporate Adviser Forum - Group Risk
24th Jan 2013

The Future of Employee Protection brings the most influential group risk, health and wellbeing product and service providers, distributors, commentators and industry experts to discuss the key opportunities and challenges you and your clients will face in 2013. Expert speakers will present on how these changing dynamics will affect your business and which strategies will maximise your clients' benefits proposition.

Location: One Great George Street, London

Website: www.caforum.co.uk

21st Century Retirement Income Planning Forum
Feb/March 2013
Tuesday 12th February 2013 - Bury, Manchester
Thursday 14th February 2013 - Birmingham
Tuesday 5th March 2013 - Bristol
Thursday 7th March 2013 - London (near Bank tube station)
Wednesday 13th March 2013 - Guildford

Money Marketing is delighted to announce the return of the 21st Century Retirement Income Planning Forum this February and March - across 5 different venues nationwide. The critical topic this year is annuities - so we'll be identifying the challenges but also the solutions!

The aim of this popular half day conference is to explore new developments in the life and pensions sector following the RDR, and discuss how to reduce risk in the retirement advice process.

Website: www.retirementincomeforum.co.uk

Fund Strategy Investment Summit – Kitzbühel
26th February – 1st March 2013

Our Winter Summit travels to Austria, enabling 12 leading asset managers to present and discuss their funds with the most influential selectors and distributors within the industry. This three day conference includes a series of interactive Fund Manager workshops, keynote plenary sessions complimented by networking seated lunches and a formal gala dinner.

Location: Kempinski Hotel das Tirol (www.kempinski.com/tirol), Kitzbühel, Austria.

Our Summit events are invite only. Please use the delegate request button below for more information.

Business Model Update
Throughout March 2013 4 Regional Roadshows

Each morning event will bring together some of the UK's leading industry experts, financial intermediaries and product providers, and will focus on the key issues facing advisers as we approach the 2013 start date.

Location: Bristol/Manchester/Coventry/London

Strategic Bond Alliance
21st March 2013

Five leading asset managers will present their bonds in the last of our market specific Fund Strategy Alliance series for 2013. The 30 strong top end delegate audience will see all sponsors in small interactive workshops sessions throughout the morning. Networking opportunities will be available at regular refreshments breaks throughout the morning and an informal lunch at session close.

Location: London

Mortgage Strategy Sumit
1st May – 2nd May

The Strategy Summit is a two day conference attended by 50 of the UK’s key Mortgage Intermediaries. The event is supported by leading Mortgage Lenders and Product Providers who provide workshops and also will make up an expert discussion panel. The panels throughout the event address the key issues and identify where the opportunities lie for the Mortgage Intermediary. In addition we will have external speakers from the Financial Services Sector including Economists and Members of Parliament.

Along with other networking opportunities including formal gala dinners and lunches this event provides an important forum for high level open and honest debate between the main lenders, product providers and advisers.

Our Summit events are invite only. Please use the delegate request button below for more information.

Location: Luton Hoo, UK

Retirement Planning Invitational
Throughout June 2013 5 venues

The Money Marketing Retirement Planning Invitational provides an opportunity for financial advisers, senior level product providers, industry experts and political figures to come together and discuss the most relevant issues in today's market.

There has never been a more critical time to examine product solutions that could help an increasingly sophisticated and regulated retirement market. Each morning event will offer an insight into successful strategies for effective pension planning and why it should form an integral part of your client's holistic financial plan.

Location:

• BIRMINGHAM - Tuesday 4th June, Crowne Plaza National Exhibition Centre
• LONDON - Thursday 6th June, Grocers' Hall, EC2R 8AD
• FARNBOROUGH (Hants) - Wednesday 12th June, De Vere Village
• LEEDS - Thursday 13th June, De Vere Village, Leeds South
• BRISTOL - Tuesday 25th June, The Aztec Hotel & Spa

Website: www.retirementplanninginvitational.co.uk

Retirement Planning Summit
19-21st June 2013

The focus for the Money Marketing Retirement Planning Summit 2013 is on the practical elements of running a top retirement advice firm in the post-RDR world – ensuring that each delegate leaves with relevant information that will enable them to achieve their daily business ambitions. New for 2013 will be delegate-led break-out sessions with Chatham House rules to discuss the key issues in greater depth.

Best practice ideas for retirement planning; the future of annuities; the role of technology in outstanding customer service and the key profitability drivers for business in meeting the massive demand from the retiring baby boomer generation will all be discussed.

Location: Cork, Ireland

Our Summit events are invite only. Please use the delegate request button below for more information.

Tax Planning Update
Throughout Sept 2013 5 venues

The Money Marketing Tax Planning Update is a series of morning events across the UK that bring together some of the most influential financial planners, product and service providers and other experts to discuss the key tax and financial planning opportunities that advisers and their clients face. Each event focuses on the scope for advisers to add value through tax planning using tax shelters such as ISAs, pensions and life assurance based investments.

Location: Regional

Website: www.taxplanningupdate.co.uk

Fund Strategy Investment Summit (Autumn)
2-4th Oct 2013

The Fund Strategy Investment Summit returns to Cork, enabling 10 leading asset managers to present and discuss their funds with the most influential selectors and distributors within the industry. Speakers tbc.

Our Summit events are invite only. Please use the delegate request button below for more information.

Location: Cork, Ireland

Corporate Adviser Summit
17th- 18th October

Consisting of a conference, workshops and endless networking opportunities, the 2013 Corporate Adviser Summit will once again convene the leading 45 advisers and employee benefit consultants to discuss the future of the corporate pensions market.

Our Summit events are invite only. Please use the delegate request button below for more information.

Location: Four Seasons, Hampshire

Website: www.moneymarketing.co.uk/channels/corporate-adviser/

Retirement Planning Invitational
Throughout Nov 2013 5 venues

With longevity in the UK increasing and annuity rates falling steadily over the past few years, there has never been a more critical time to examine product solutions that could help an increasingly sophisticated retirement market.

That's why the Money Marketing Retirement Planning Invitational returns to bring together the most influential retirement product and service providers, distributors, commentators and industry experts to discuss the key opportunities and issues you and your clients face.

Expert speakers will present at each morning event on successful strategies for effective pension planning and why it should form an integral part of your client's holistic financial plan.

Location: Birmingham/London / Guildford / Bristol / Leeds

Website: www.retirementplanninginvitational.co.uk