arrow-circle-full-right arrow-circle-full-up arrow-circle-up arrow-down arrow-right calendar calendar-done facebook flickr home linkedin login pin reload search share signin star twitter video video youtube nav star-plus info signout double-arrow arrow-up checked

FT Money Investment Forum

Cashing in final salary pensions - what are the questions you should ask?

London |
Speakers include:
Claer Barrett

Claer Barrett

Financial Times

Stephanie  Hawthorne

Stephanie Hawthorne

Pensions World

Baroness Altmann CBE

Baroness Altmann CBE

Overview

With transfer valuations for final salary pensions at record highs, are you tempted to consider cashing in pension benefits - even though it provides a guaranteed income for life? 

This exclusive evening debate on 3rd April 2017 will explore both sides of the argument, with information and statistics that holders of defined benefit pensions considering such a step should weigh up carefully. A panel of experts - including former pensions minister Baroness Ros Altmann - will share their knowledge and experience. The panel will discuss the risks that anyone with a defined benefit policy needs to consider - and importantly, how to reinvest and manage the funds that could be released as you plan for your retirement. 
Chaired by FT Money editor Claer Barrett, you'll get the chance to hear expert opinions, join in the debate and ask questions to the panel

fallback
fallback Add to my Calendar 04/03/2017 18:30:0004/03/2017 21:00:00falseFT Money Investment Forum With transfer valuations for final salary pensions at record highs, are you tempted to consider cashing in pension benefits - even though it provides a guaranteed income for life? This exclusive evening debate on 3rd April 2017 will explore both sides of the argument, with information and statistics that holders of defined benefit pensions considering such a step should weigh up carefully. A panel of experts - including former pensions minister Baroness Ros Altmann - will share their knowledge and experience. The panel will discuss the risks that anyone with a defined benefit policy needs to consider - and importantly, how to reinvest and manage the funds that could be released as you plan for your retirement. Chaired by FT Money editor Claer Barrett, you'll get the chance to hear expert opinions, join in the debate and ask questions to the panel. FT-Money-Investment-Forum-22baa3672bd3fd6eab18fd521488a20cMM/DD/YYYY

Chaired by (1)

Claer Barrett

Claer Barrett

Personal Finance Editor
Financial Times

Claer Barrett is the Financial Times’ Personal Finance editor, as well as the editor of FT Money and FT Thrift. Prior to this, she was the deputy UK news editor, specialising in UK retail and consumer stories, mid cap and non-food sectors. She joined the paper in January 2011 as retail correspondent from the Investors Chronicle magazine where she was associate editor, and edited its weekly property section.

Speakers include (3)

Stephanie  Hawthorne

Stephanie Hawthorne

Editor
Pensions World

Stephanie Hawthorne has been editor of Pensions World since 1989. Winner of 17 first and second prizes for pensions, property and insurance journalism, Ms Hawthorne has been a journalist for over 30 years. Starting her financial career as a researcher/marketing specialist for a national independent financial adviser and subsequently a leading life office, she then moved on to Insurance Age, Planned Savings and Financial Times' Money Management as deputy editor. Ms Hawthorne has contributed articles to the Financial Times, Mail on Sunday, The Times, The Sunday Times, The Sunday Telegraph and The Observer, as well as numerous magazines. Among her other editorships are Counsel: The Journal of the Bar of England and Wales (from 1997 to 2007) and Charity World (managing editor, 1993 to 1997). Ms Hawthorne is an honours law graduate of King's College, London 

Baroness Altmann CBE

Baroness Altmann CBE

Former Minister of State for Pensions

Ros Altmann is an expert on later life issues – particularly pensions and retirement policy, investment, savings, annuities and social care funding. She is an economist by training and worked in fund management in the City for many years. She has advised Governments, regulators, industry bodies, corporates, finance firms, trustees and consumer groups and was Director-General of Saga Group from 2010 to 2013. She has devoted much of her career to highlighting financial injustice, helping ordinary members of the public pro bono and explaining complex financial or economic issues for the layperson. Baroness Altmann was recently appointed a CBE for services to pensioners and pension provision and is the UK Government’s Business Champion for Older Workers.

Baroness Altmann has won numerous industry awards and honours including Pensions Personality of the Year (twice), Industry Guru of the Year, Women in Public Life Award, The Times ‘Business Bigshot’ and was one of the UK’s top 50 Most Influential People in Pensions in 2013 according to Pensions Insight.

Baroness Altmann has a first class honours degree in Economics from University College London, a PhD degree in Economics from London School of Economics and was a Kennedy Scholar at Harvard. She was awarded an honorary Doctorate from University of Westminster. She is a Governor of LSE, a Governor of the Pensions Policy Institute, and Chairs the Lord Chancellor’s Strategic Investment Board for the Ministry of Justice. She is a Fellow of the Royal Society of Arts, as well as being an adviser to the International Longevity Centre and was recently appointed as a Non-Executive Director of the Independent Press Standards Organisation.

Chris  Darbyshire

Chris Darbyshire

Chief Investment Officer
Seven Investment Management

Chris Darbyshire joined the Investment Team in 2012 as Senior Quantitative Portfolio Manager, having spent eight years working in derivatives, primarily at Goldman Sachs. His career includes seven years spent with BNP Paribas, where he headed an equity research sector team, as well as seven years spent in the media industry as the US-based finance director of a division of Viacom. Mr Darbyshire is a graduate of Oxford University.

Tickets

Standard ticket: £30

Booking your ticket is easy, simply click on the 'Book now' button and follow the instructions. We look forward to meeting you on 3 April. 

Please note: Topics discussed during the event are for general information only and are not intended to be relied upon by individuals in making (or refraining from making) any specific investment decision. Appropriate independent advice should be obtained before making any such decision. The Financial Times Limited does not accept any liability for any loss suffered by any attendee as a result of any such decision. 

The information provided in this forum does not constitute investment advice.

fallback

Agenda - 3rd Apr

  • 6:30pm
    Arrival and drinks reception
  • 7:00pm
    Content
    • Why are transfer valuations so high - and will they stay that way? 
    • The key risk factors that holders of defined benefit pensions must consider
    • Reinvesting your pension - the investment outlook
    • How to plan your retirement strategy – questions you should be asking yourself
    • The impact of costs and charges 
  • 8:30pm
    Programme ends

Venue

etc venues, Fenchurch Street
8 Fenchurch Pl
London EC3M 4PB

fallback

In association with (1)

We’re Seven Investment Management (www.7IM.co.uk), a business that helps individuals and their families manage their capital to meet their financial needs and aspirations.

We’re independently minded and we set up our business to do things the way we think they ought to be done. We invest in our own portfolios, so our family money is in the same place as yours. We now look after around £11bn of clients’ money, as well as our own. We keep our promises, make things clear and simple, fix what’s wrong, do the right thing and the very, very best job we can. We call it radical common sense.

We’ve been around for 15 years, which means we’ve probably seen the best and worst the world can throw at us. Yet we’ve still delivered an investment performance consistent with what we’ve promised our clients we would try to do.

Contact Us

Lara Cornaro
Marketing and Communication Enquiries
Financial Times