Canada Life UK Events

9.30am – Lyndsey Charnock – Home Finance - Holistic approach to Retirement Income - How using your property wealth can help with clients Retirement Income.

10am – Andrew Tully – In this presentation, Andrew will consider the impact of recent and upcoming Pension regulatory changes and what these will mean to you and your clients. This will include changes to wake-up packs and the forthcoming introduction of Investment Pathways and how it affects you, the Adviser, as well as ongoing changes to Defined Benefit Transfers. Finally we will consider the risks you and your clients face as they move through Retirement and highlight some ways to keep more people invested, for longer, giving them the flexibility they desire, while reducing some of the risks they may encounter.

11.15am – Coffee Break

11.30am – Andrew Morris – In this presentation, Andrew will run through the different types of strategies available for fund selection at drawdown, the common beliefs held when selecting funds and an alternative look at how pot investing can help manage risks inherently found at income drawdown.

12.30pm – Close

What you will learn

  • State Pension update – Provide a brief update on the foundation for most people’s retirement. Topical facts and figures.
  • Final salary transfers – Staying safe in this market. We will take a look at partial transfers, outsourcing all or parts of the transfer advice process and demonstrate what the FCA see as best practice and suitable.
  • Investment Pathways – understand the forthcoming changes, how it impacts on your advice and what it means for your clients
  • Wake-up packs – we will update on the new FCA rules which mean providers will be talking to your clients at much earlier ages

Venue - The Gleneagles Hotel, Perthshire, Scotland


9:00 am | Breakfast rolls and coffee

9:30 am | 1st presentation
Lyndsey Charnock – Home Finance

10:00 am | 2nd presentation
Andrew Tully

11:15 am | Coffee break

11:30 am | 3rd presentation 
Andrew Morris

12:30 am | Close

Book your place

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Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.

Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Financial Services Authority.

Canada Life International Assurance (Ireland) DAC is authorised and regulated by the Central Bank of Ireland.

Stonehaven UK Limited and MGM Advantage Life Limited, trading as Canada Life, are subsidiaries of The Canada Life Group (U.K.) Limited. Stonehaven UK Ltd is authorised and regulated by the Financial Conduct Authority. MGM Advantage Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority.