When: 7-8 June 2018
Where: The Runnymede-on-Thames Hotel and Spa
The Retirement Summit took place on 7-8 June 2018. This year’s event brought together 50 senior business influencers from the UK’s top advice firms to focus on the key issues affecting the market today. The Money Marketing Retirement Summit provided a platform from which these leaders not only discussed the biggest industry issues, but then came up with solutions to these problems. If you would be interested in attending the Retirement Summit next year, please register your interest on the website.
2018 Agenda Highlights included:
- How to deal with vulnerable clients in retirement
- Ensuring DB transfer suitability
- Can product innovation close the retirement advice gap?
- The succession dilemma: How retiring IFAs can protect their firm
- Technology Spotlight: How automation can help retirement advice
- Financial opportunities for the older generation?
- Where does financial planning and investment management start?
- Ongoing advice: The dos and don’ts