Canada Life UK Events

9:30 am - 10:30 am | It Never Happens to Me (Andrew Tully)

In this presentation, Andrew will highlight some excellent ways to keep more people invested longer, stay the right side of compliance and the FCA. During the session using case studies, he will share with you some best practice advice solutions that may be of use for your business in the pensions area. Finally he will give an insight into what the FCA are doing, including a look at further consultations and the potential impact from their recent policy statements. Will any of these be a potential red flag for advisers and providers?

10:30 am - 11:00 am | Fresh Approaches to Income Drawdown (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.

11:00 am – 11:30 am  | Holistic approach to retirement income (Lyndsay Charnock)

In this presentation, Lyndsay will look at how using your property wealth can help with your client’s retirement income.

What you will learn

Highlight a Canada Life retirement solution that complements the opportunities for the following topics:

  • State Pension update – Provide a brief update on the foundation for most people’s retirement. Topical facts and figures.
  • Staying safe in retirement – With the Pension Dashboard on its way, why consolidation advice is even more critical. Then by using case studies demonstrate how we can keep more clients invested longer.
  • 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.
  • A look at the latest legislation timeline.

Venue - Preston Marriott Hotel

Agenda

8:30 am | Arrival – teas/coffees

9:00 am | Breakfast to be served

9:30 am | 1st presentation
It Never Happens to Me
Andrew Tully

10:30 am | 2nd presentation
Fresh Approaches to Income Drawdown
Andrew Morris

11:00 am | 3rd Presentation
Holistic approach to retirement income - How using your property wealth can help with client’s retirement income
Lyndsay Charnock

11:30 am | Close

Book your place

This website is for UK professional advisers only and is not approved for use by private customers.

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.