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Investment and Asset Management

FT Money Investment Forum

Routes to Retirement: Financial planning for later life

London |
Speakers include:
Claer Barrett

Claer Barrett

Editor, FT Money

Josephine   Cumbo

Josephine Cumbo

Financial Times

Lindsay Cook

Lindsay Cook

Co-Founder, Money Fight Club

Overview

What do we mean when we talk about "retirement"? It's no longer simply about stopping work when we reach a certain age. However, the question "How much is enough for me to retire on?" is one that financial planners are frequently asked. "Pension Freedoms" have transformed the retirement landscape, but offer individuals so many potential options, it can be difficult to select the right route - and tax traps are lurking for the unwary. Having saved and invested prudently, many people want to enter a new stage in later life. This could involve embarking on a new career, setting up their own business or even travelling the world. But how can they flex their finances to suit? 

This FT Money event will discuss the key aspects of retirement planning, including important pensions and tax implications that readers need to be aware of. 

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fallback Add to my Calendar 04/29/2019 18:30:0004/29/2019 21:00:00falseFT Money Investment ForumWhat do we mean when we talk about "retirement"? It's no longer simply about stopping work when we reach a certain age. However, the question "How much is enough for me to retire on?" is one that financial planners are frequently asked. "Pension Freedoms" have transformed the retirement landscape, but offer individuals so many potential options, it can be difficult to select the right route - and tax traps are lurking for the unwary. Having saved and invested prudently, many people want to enter a new stage in later life. This could involve embarking on a new career, setting up their own business or even travelling the world. But how can they flex their finances to suit? This FT Money event will discuss the key aspects of retirement planning, including important pensions and tax implications that readers need to be aware of. FT-Money-Investment-Forume3223f68c5d6a6c5a74b9f0cea8df21fMM/DD/YYYY

The panel will discuss:

  • How much is enough to retire on? 
  • What are the pros and cons of cashing in a final salary pension? 
  • How does drawdown work in practice? 
  • How can property be pulled into retirement planning? 
  • How to pull off a change of career in later life 
  • Tax traps of pensions freedoms 
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Agenda - 29th Apr

  • 6:30pm
    Arrival and Drinks Reception
  • 7:00pm
    Welcome Remarks

    Claer Barrett, Personal Finance Editor and Editor of FT Money, Financial Times

  • 7:10pm
    Panel Discussion
  • 8:30pm
    Close and Drinks Reception

Moderator (1)

Claer Barrett

Claer Barrett

Personal Finance Editor, Financial Times
Editor, FT Money

Claer Barrett is the Financial Times' Personal Finance Editor as well as the editor of FT Money. She has worked for the FT group for over a decade, joining the Investors Chronicle magazine as the financial crisis took hold, specialising in property and buy-to-let investment. She became the FT's retail correspondent in 2011, then served as deputy UK news editor before being appointed to her current role. Her weekly Serious Money column won the Headline Money commentator of the year award in 2016 and 2017. A frequent contributor to TV and radio debates on personal finance and investing, she is an expert on the BBC1 series Right on the Money.

Speakers (3)

Josephine   Cumbo

Josephine Cumbo

Pensions Correspondent
Financial Times

Josephine Cumbo is an award winning financial journalist who has covered company news, business and personal finance during her FT career.  She specialises in writing about pensions but also covers savings, investments, tax and other issues of interest to high-net worth individuals.
She has extensive broadcast experience and has discussed pension policy on popular programmes including the BBC's Newsnight, Radio 4's Woman's Hour, Moneybox, BBC 5 Live and Sky News, and has spoken at numerous political party conferences.

Lindsay Cook

Lindsay Cook

Money Mentor Columnist, FT Money
Co-Founder, Money Fight Club

Lindsay Cook was the first woman to be appointed as Business Editor of the Times and is an award-winning financial journalist and author.  She went on to be the group managing editor of a national newspaper group and then Managing Director of more than 40 magazines, websites and several international exhibitions.  

Co-founder of MoneyFightClub.com, she offers financial well-being workshops for major British companies with Anne Caborn, the co-author of Money Fight Club (Harriman House).  She also writes the Money Mentor column for the Weekend Financial Times, advising on personal finance and development. She appears weekly on Share Radio.
She is also the deputy chair of the Citizens Advice in West Sussex, which runs eight offices across the county.

Michael Martin

Michael Martin

Private Client Manager
Seven Investment Management

Michael Martin joined 7IM in 2017 as a relationship manager. He has financial industry experience of over 20 years, 17 of which has seen him advising clients. He has a specialisation in advising partners in law and accountancy firms, in addition to working on complex financial issues with private clients. He previously worked for Barclays Wealth and more recently Cazenove Capital. He holds a diploma in Financial Planning and is a member of the Chartered Institute of Securities and Investment.

Venue

etc.venues Fenchurch St
8 Fenchurch Place
London EC3M 4PB

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In association with (1)

We are 7IM, a straightforward investment management business that aims for more stability and predictability over the long term, so the amount you need has a better chance of being there when you need it.

We can help you solve a range of financial problems – from pension set up and consolidation to planning your family’s finances.

We can help you with:

  • Retirement planning
  • Inheritance tax planning
  • Trusts and Estates
  • Wealth protection
  • Tax-efficient investing
  • Expert management of your investments

And we’re careful on cost and big on service; it’s a common sense approach that’s surprisingly hard to find.

@7IM_Private

T: +44 (0) 20 3823 8678

www.7im.co.uk/private-client

Tickets

Standard ticket: £35. Tickets include canapés and a glass of wine on arrival

To book your ticket, simply click on the 'Book now' button and follow the instructions. We look forward to meeting you on 29 April. 

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

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