Retirement

How do we define the over 50's market and why is it so important to focus on it? In this Akademia learning unit, we discuss the shaping of an equity release proposition for the over 50's. To discuss the topic, we are joined by:

• Jane Mullan, National Field Sales Manager, Pure Retirement
• Rachel Pease, Head of Marketing, Pure Retirement
• Jane Finnerty, Joint Chair, SOLLA (Society of Later Life Advisers...

There's been a lot going on in the world of pensions, policies and investment markets. Following on from the Autumn statement, what does the future of retirement income look like? Baroness Ros Altmann hosts this Masterclass and is joined by:

• Alastair Black, Head of Industry Change, abrdn
• Jan Oliver, Partner – Income Strategies, Baillie Gifford
• Jamie Jenkins, Director of Policy and External Affairs, Royal...

In this Retirement Income Masterclass, four experts join us to discuss the Cost of Living Crisis, Central Banks, Cash Flow Modelling and the Pensions Gender Gap:

• Jamie Jenkins, Director of Policy and External Affairs, Royal London
• Cecilia Furner, Strategic Partnerships Director, Legal...

Tutors:

• Bob Campion, Senior Portfolio Manager, Charles Stanley Fiduciary Management
• Chris Halewood, Trustee Director, 2020 Trustees
• Sarah Marshall, Trustee, Pi Pension Trustees

Learning outcomes:

1. The impact of regulation on professional DB trustees investment approach
2. How to keep on top of regulator and knowledge requirements...

Tutor:

• Graham Duffy, Just

Learning outcomes:

1. The changes to health and longevity for the elderly
2. Key client needs when a care requirement arises
3. The background to provision and funding of social care

Tutor:

• Jan Holt, Just Retirement

Learning outcomes:

1. Outline the demographic trends in the UK
2. Explain the implications of longevity and an ageing population on retirement planning

Tutor:

• Jan Holt, Just Retirement

Learning outcomes:

1. Describe the equity release market and its potential
2. Identify the clients who might wish to consider using equity in their homes to improve their financial position