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Days until our roadshow kicks off

Retirement roadshows

We’re gearing up to get our experts back on the road from 16 April for a series of half day events to talk through the thematic review’s findings and what it means for you and your clients. These events are a joint effort from our teams at Copia and Wealthtime. CPD-accredited and led by experts from across the industry, they’ll cover the impact of the FCA’s review on retirement planning now and in the years to come.

 Experts from the lang cat, Just, Wealthtime and Copia will be speaking at the events. 

Attendees at the event will also receive a copy of the latest findings from our ongoing research in partnership with the lang cat.  It’ll delve into the current retirement strategies employed by firms  and explore the reasons why advisers may need to reassess to provide the best outcomes for clients approaching and in retirement. 

These events are intended for professional advisers only. 

When and where

What's on the agenda?

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Copia Capital

Market overview – what’s next for 2024?

Copia’s Senior Portfolio Managers will go over the year so far and give their thoughts on what might happen in the markets during the rest of 2024.

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Snapshot of the macro retirement landscape

The lang cat will be on hand to provide invaluable insight into the implications of the FCA’s thematic review and its impact on retirement income advice. 

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Innovation in decumulation

Just’s Yannis Katsis will discuss the impact of the  review on guaranteed income and the role Secure Lifetime Income (SLI) products can play in drawdown portfolios. 

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Platform due diligence for your retirement strategy

As she celebrates her 30th year in financial services, Amira Norris outlines what you need from your platform of choice as we enter a new phase of retirement planning. 

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Copia Capital

Addressing needs with a Centralised Retirement Proposition (CRP)

Tony Hicks will discuss how accumulation and decumulation portfolios differ and how purpose- built retirement portfolios are constructed to mitigate the key sequencing and longevity risks.

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Register now

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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.