When we hosted our first round of Rethinking Retirement Roadshows, nearly three quarters of attendees told us they were actively reviewing their retirement strategy.
So, we’ve gathered some of the best minds in the industry to help. Now, six months later, we’re ready to send our experts back on the road! This time they’ll be out there helping advisers move from reviewing and strategising to implementing and executing a best-in-class retirement advice service.
We’ve added some new faces to our line up this time around…
Mabel Insights and Conduct Culture will be joining us to talk all things Centralised Retirement Propositions (CRPs). They’ll home in on what you need to do when building a new CRP, and how to benchmark and improve an existing one following the FCA’s thematic review.
They’ll be joined by some familiar faces from Just, Wealthtime and Copia. Take a look at the agenda below for more details.
The first event kicks off in Newcastle on 8 October 2024. We’ll be heading to eight destinations in total. We sold out in several locations last time, so don’t delay. Find the one that’s most convenient for you and book your spot today.
Please note these events are for advice professionals only.
When and where?
What's on the agenda?
The year so far and the US election
Copia’s Senior Portfolio Managers will provide an update on what’s happened in the markets recently and discuss what impact the upcoming US election will have on the rest of the year.
Managing your CRP – getting the most out of your platform and DFM
Our experts will be teaming up to highlight what advisers need from their platform of choice when supporting clients in retirement, and why purpose-built decumulation portfolios are more important than ever.
Alternative ways to address sequencing and longevity risk
Our friends from Just are back. This time they’ll be talking about some of decumulation’s biggest risk factors and some alternative ways of managing them.
Must-have tools for executing your CRP
Mabel Insights know all about executing CRPs and they’ll be joining us to discuss the practical tools you need for investment due diligence, client risk assessments, cashflow planning and more…
Essential DIY plan for building and benchmarking a CRP
Conduct Culture will cover the steps required to build a new CRP or benchmark an existing one in line with your business needs and the regulator’s expectations.
Running order
Registration and arrival refreshments | 9.30-9.45am |
Copia Capital - The year so far and the US election | 9.45-10.15am |
Q&A | 10.15-10.20am |
Conduct Culture - Essential DIY plan for building and benchmarking a CRP | 10.20-10.50am |
Q&A | 10.50-10.55am |
Refreshment break | 10.55-11.10am |
Mabel Insights - Must-have tools for executing your CRP | 11.10-11.40am |
Q&A | 11.40-10.45am |
Just - Alternative ways to address sequencing and longevity risk | 11.45am-12.15pm |
Q&A | 12.15-12.20pm |
Copia Capital/Wealthtime - Managing your CRP: getting the most out of your DFM and platform | 12:20-12:50pm |
Q&A | 12.50-12.55pm |
Lunch | 12:55-1.30pm |
"It was one of the best events like this I have attended in years! It was focused on one very relevant topic and an excellent panel were assembled."
Rethinking Retirement Roadshow attendee, Bristol, 17 April 2024
“The sessions were the perfect length and so was the overall event. There was a good mix of subjects and each presenter was very interesting. Enjoyed it.”
Rethinking Retirement Roadshow attendee, London, 16 May 2024
“An excellent event, with a good range of knowledge and interesting speakers covering all aspects of retirement planning.”
Rethinking Retirement Roadshow attendee, Norwich, 7 May 2024
Wealthtime and Copia Capital Management are trading names of Novia Financial PLC. Novia Financial plc is a limited company registered in England & Wales. No. 06467886. Registered office: Cambridge House, Henry St, Bath, BA1 1JS. Novia Financial plc is authorised and regulated by the Financial Conduct Authority. FCA Number 481600.