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Investment and Asset Management

FT Money Investment Forum

Routes to Retirement

Edinburgh |
Speakers include:
Michael Martin

Michael Martin

Seven Investment Management

Josephine   Cumbo

Josephine Cumbo

Financial Times

Merryn Somerset Webb

Merryn Somerset Webb

Financial Times

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. Retirement savers are also nervous about pensions and tax policy in future, given the political backdrop of Brexit and Scotland's devolved powers on taxation. Having saved and invested prudently, how can FT readers 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 07/03/2019 18:30:0007/03/2019 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. Retirement savers are also nervous about pensions and tax policy in future, given the political backdrop of Brexit and Scotland's devolved powers on taxation. Having saved and invested prudently, how can FT readers 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-Forumc267f407180a0734d8217b243f2316b8MM/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? 
  • Political threats to pension saving 
  • Tax traps of pensions freedoms 
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Speakers (3)

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.

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.

Merryn Somerset Webb

Merryn Somerset Webb

Columnist
Financial Times

Merryn Somerset Webb started her career in Tokyo at public broadcaster NHK before becoming a Japanese equity broker at what was then Warburgs. She then went on to work at SBC and UBS.
After five years in Japan she returned to work in the UK at Paribas, which soon became BNP Paribas. On leaving the City, Ms Somerset Webb helped The Week magazine with its City pages before becoming the launch editor of MoneyWeek in 2000.
Sixteen years on, MoneyWeek is the best-selling financial magazine in the UK and Ms Somerset Webb remains as its Editor-in-Chief. She also has a weekly column in the FT and a monthly column in Saga. She is a regular TV/radio commentator and speaker on financial matters and contributes to various publications.
Ms Somerset Webb is a trustee of the Daiwa Anglo Japanese Foundation and is a director of two investment trusts – the Baillie Gifford Shin Nippon Trust and the Montanaro European Smaller Companies Trust.
She has a first class degree in history and economics from Gonville and Caius College, Cambridge, and was recently awarded an honorary doctorate in business administration from BBP University. She took and passed (with distinction) the Private Client Investment and Investment Management exam (which qualifies her to Level 6) in 2013.

Chaired by (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.

Agenda - 3rd Jul

  • 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

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 3 July. 

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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Venue

Quincentenary Building
Surgeons Quarter
Nicolson Street
Edinburgh EH8 9DW

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Contact Us

FT Live Delegate Services - EMEA
Delegate Booking and Registration Enquiries
Financial Times
Camilla Whittington
Content Editor
Financial Times