Free

Retirement Event

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Location

National Memorial Arboretum (Alrewas, Staffordshire)

Croxall Road

Alrewas

DE13 7AR

United Kingdom

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Event description

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The provisional schedule is as follows:

10am Coffee and Pastries on Arrival

1030-1115 The Psychology of Retirement – David Philips, Director and Financial Planner, Wealth Design

Beyond financial planning – what does retirement really mean? ‘r = x+y’ Where: “R=Retirement, x= Financial Security and now I need to find out y?”

1115-1145 What’s Modern Retirement look like? Peter Lawlor, Senior Retirement Consultant, LV. Session will cover:

A landscape of change. People are living longer and what this means for pensions? The change in state pension age and introduction of auto enrolment.

Trends in retiring and unretiring.

What’s happened since Pension Freedoms? Tax free income – how much has been taken? Generational planning opportunities.

1145-1215 Coffee Break

1215-1245 Financial Planning for Retirement, the investment journey. Speaker to be confirmed.

Covering the process of decumulation and accumulation and investment journey around retirement.

1245-1pm Introduction and overview of the Arboretum.

1-2pm Lunch

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Date and Time

Location

National Memorial Arboretum (Alrewas, Staffordshire)

Croxall Road

Alrewas

DE13 7AR

United Kingdom

View Map

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