Hosting the event will be Seven IM's senior managers including: Tom Sheridan, chief executive, Justin Urquhart Stewart, co-founder and head of corporate development, and Verona Smith, head of platform.
Seven IM's investment team will discuss the economic and political backdrop, risks and opportunities and the challenges of demanding valuations, low bond yields and unusually low volatility. They will also explore why an increasing number of institutional players are looking at the alternatives space for solutions.
On a rotating basis, Seven IM's speakers include Ian Jensen-Humphreys, chief investment officer, Alex Scott, chief strategist; Matthew Yeates, quantitative investment manager and Ben Kumar, investment manager.
Other Key speakers will include:
- Steve Bee, pensions strategist and chief executive of Jargonfree Benefits. Steve will be tackling a number of hot pension topics including DB transfers.
- Mark Polson, Principal & Mike Barrett, consulting director who will discuss ‘have you got your centralised retirement proposition nailed?’
- Tony Wickenden, joint managing director & Nick Edwards, Nick Edwards, Associate, Technical Connection are set address: 'How to embrace tax alpha by utilising the tax wrappers available to clients'. Julia Peake, technical development anager, Sanlam and John Haley, technical sales manager, Utmost, will cover these issues for the Glasgow and Edinburgh events.
- Paul Johnson, director of the Institute for Fiscal Studies & Graeme Codrington, chief executive of Tomorrow Today and The Future of Work Academy will be at the London event to discuss what future retirees can look forward to.
Justin Urquhart Stewart, co-founder and head of corporate development, Seven IM, said: “Even with the most up to date GPS, navigating the retirement maze almost certainly hasn’t got any easier. With increased regulation, greater choice, and increasingly complex client needs, these roadshows are intended to give advisers some practical steering points from some of the UK’s leading experts.”
The Retirement Challenge Details:
Tuesday 23 January
Aberdeen
The Chester Hotel
Speakers:
Steve Bee, Mark Polson
Nick Edwards, Verona Smith
Ian Jensen-Humphreys
Wednesday 24 January
Edinburgh
The Balmoral Hotel
Speakers:
Steve Bee, Mark Polson
Julia Peake, John Haley
Tom Sheridan, Ian Jensen-Humphreys
Thursday 25 January
Glasgow
Blythswood Square Hotel
Speakers:
Steve Bee, Mark Polson
Julia Peake, John Haley
Tom Sheridan, Ian Jensen-Humphreys
Tuesday 30 January
Leicester
Hilton
Speakers:
Steve Bee, Mark Polson
Nick Edwards, Tom Sheridan
Alex Scott, Matthew Yeates
Thursday 1 February
London
Four Seasons, Park Lane
Speakers:
Steve Bee, Tony Wickenden
Mark Polson, Mike Barrett
Paul Johnson, Graeme Codrington
Tom Sheridan, Justin Urquhart Stewart
Ian Jensen-Humphreys, Alex Scott
Tuesday 6 February
Newcastle
Ramside Hall, Steve Bee
Mark Polson, Nick Edwards
Justin Urquhart Stewart
Alex Scott
Wednesday 7 February
Harrogate
Rudding Park
Speakers:
Steve Bee, Mike Barrett
Tony Wickenden, Justin Urquhart Stewart
Alex Scott
Thursday 8 February
Manchester
Marriott Manchester Airport
Speakers:
Steve Bee, Mike Barrett
Tony Wickenden, Justin Urquhart Stewart
Ian Jensen-Humphreys
Tuesday 13 February
Cardiff, The Vale
Steve Bee, Mike Barrett
Nick Edwards, Tom Sheridan
Ben Kumar, Matthew Yeates
Thursday 15 February
Birmingham
The National Motorcycle Museum
Steve Bee
Speakers:
Mike Barrett, Tony Wickenden
Justin Urquhart Stewart, Ben Kumar
Matthew Yeates
Tuesday 27 February
Exeter
Sandy Park, Steve Bee
Mike Barrett, Nick Edwards
Justin Urquhart Stewart, Ian Jensen-Humphreys
Wednesday 28 February
Bournemouth
AFC Bournemouth
Speakers:
Steve Bee
Mike Barrett
Nick Edwards
Justin Urquhart Stewart
Ian Jensen-Humphreys