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Whatís happening at the UK's first financial services virtual event

Panacea virtual event for Financial Advisers and Paraplanners

23 Feb 2016

Whatís happening at the UK's first financial services virtual event

What’s happening at the UK's first financial services virtual event 

On 25th February, the Retirement Choices 2016 virtual event will allow you to access details about the latest retirement products and videos right from the convenience of your desktop.

Visit the stands of Panacea, M&G, Kinder Institute, BNY Mellon, BrightTalk, GAM, Royal London, Aviva, Just Retirement, Canada Life and The Pension Regulator and meet the teams who will be on hand to answer any questions you may have.

Auditorium Presentations

Visit the auditorium where a number of videos have been made specifically for the event. These include:

Investment outlook

Host Sam Shaw, financial journalist

Charles Hepworth, GAM

Graham O’Neill, RSMR

With 2016 kicking off in extremely volatile fashion, the panel dismisses the likelihood of four US interest rate rises this year while weighing up the different approaches to monetary policy.  But how should investors ride the waves? Whether high yield, absolute return, European or Japanese equities, the panel will discuss where the best potential returns might lie – and suggest some areas worth avoiding.

Pensions landscape

John Lawson, Aviva

Steve Webb, Royal London

Talking a month ahead of the March Budget, our panel considers the advantages and drawbacks of the two most likely outcomes for pensions tax relief – a flat rate or an ISA-style tax treatment.  Further, we suggest that immediate action should be based on certainty even ahead of March 16, describe the ongoing business opportunities awaiting advisers and lay out a plan for a simpler, more stable pensions regime.

GAM Keynote:

GAM Head of UK Regional Distribution Douglas Branson gives an overview of the business and how its broad investment capabilities can help investors during varying market conditions.

Aviva Keynote:

Head of Financial Research John Lawson explains how Aviva has responded to pension freedoms and makes some recommendations for advisers to consider.

Q&A Timetable

Panacea Adviser Stand

10am – 12pm

Terry Huddart, market analysis manager at the Lang Cat will answer questions on Lang Cat’s recent research. 

11am – 12.30pm

Chris Davies of Engage Insight will be available to discuss the study he has undertaken into the new pension rules and pension investors on their retirement journey.

12.00-1.00pm

Q&A with John Joe McGinley of Glassagh Consulting on how to maximise the profitability of your business. 

2pm – 3pm

Mike Goldsmith, Managing Director of Wizard Learning will take questions on adviser qualifications and continuous professional development, including the importance of pensions and retirement options.  

2pm – 3pm 

Q&A with Roger Edwards from Roger Edwards Marketing on social media, content marketing and personal branding in the digital age. 

Kinder Stand

1pm – 5.30pm

Key Kinder Institute staff will be available for a Q&A session to answer any questions you may have about Life Planning.

BrightTalk Stand

2pm – 4pm

Alex Boronin, Sales Director will be available to discuss any questions you may have about creating webinars and videos for your clients.

GAM Stand

12pm – 1pm

Chat with Charles Hepworth, Investment Director of GAMs Model Portfolio Service

Prize Draws

Panacea Adviser Stand

Enter our Selfie Prize Draw and win a mixed case of wine.

Take a selfie (screenshot) of you at the Panacea Adviser Retirement Choices Event.  Post them on twitter with the hashtag #PAVE16, throughout the day for a chance to win a mixed case of wine. A winner will be picked at random on Friday 26th February.

Kinder Institute

  • 5 winners for a free copy of one of George Kinder's books. Winner chooses which book
  • A 50% off registration to the next Seven Stages of Money Maturity Workshop in the UK

For more information and to easily register, just go to www.retirementchoices2016.com and simply type in a few details. This information will then go to forming your virtual business card on the day.

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