The 19th Annual Conference on Annuities, Drawdown and Emerging Solutions RETIREMENT INCOME OPTIONS

The Reality of Pension Freedom

This conference has already taken place but you can order the event visuals and sound track from our Information Centre

  • Date & Time
    25th - 26th Nov 2015
  • Location

    London Marriott Hotel 

    Canary Wharf 

    London 

    E14 4ED

Conference Overview

Pension freedom has transformed the world of retirement and a new market is taking shape. By late November, when this event takes place, we will have several months’ worth of data and experience of the new world. Although the market is continuing to evolve in response to the reforms – with further policy and regulatory change on the horizon – it is possible to provide increasingly detailed analysis of what has happened since 6 April and make informed judgements on what the future might look like. This conference will explore the new reality.  

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Day 1, Freedom and Protection, will consider what has happened since 6 April, whether freedom and protection are being reconciled and the future outlook. It will, in particular, explore the development of processes and propositions that will engage investors and help them to reach informed decisions that optimise the value of their retirement savings.

Day 2, Innovation and Disruption, will focus on retirement products and strategies. It will look at the evolution of previously existing solutions, recently launched solutions and how they can best be utilised in the new world. It will also consider future innovation and the role of new entrants.

An exceptional line-up of speakers includes:

Otto Thoresen, Chair, NEST CORPORATION

Lesley Titcomb, Chief Executive, THE PENSIONS REGULATOR

Clive Bannister, CEO, PHOENIX GROUP

Duncan Jarrett, MD Retail and At Retirement, AEGON

Paul Bucksey, MD Head of DC, BLACKROCK

Dominic Grinstead, Managing Director UK, METLIFE

Bernie Hickman, MD Individual Retirement, LEGAL & GENERAL

and also senior contributions from:

FCA, HSBC, HARGREAVES LANSDOWN, HENDERSON GLOBAL INVESTORS, ASSURED RETIREMENT, LV=, LLOYDS, TPAS, JUST RETIREMENT, MAKING SENSE OF RETIREMENT, PARTNERSHIP, STANDARD LIFE, RETIREMENT ADVANTAGE, THE ENERGY PENSION COMPANY, EQUITY RELEASE COUNCIL and NOW: PENSIONS

For full details please see the brochure.

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The conference is being held at the London Marriott, Canary Wharf, London E14 4ED. Tel 020 7093 1000. This London Marriott is a five star hotel in the heart of the financial district of Canary Wharf, overlooking the water. It is of modern, spacious design with a purpose built function room. It is conveniently located near Canary Wharf and West India Quay stations on the DLR. Please click here for a map and directions.

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What is Included

The Standard Delegate Ticket – £1280+VAT for both days or £640+VAT for one day – includes speaker documentation, printed copies of visuals, refreshments on arrival, mid-morning and mid-afternoon, pre-lunch drinks, lunch with wine and the post conference pack.

The Multiple Delegate Ticket – £1160+VAT each for both days or £580+VAT each for one day – covers exactly the same as the standard ticket but at a reduced rate where three or more delegates from the same company are registered at the same time.

The Special Rate Ticket, where offered, is applicable to small IFA firms, certain trustees of pension schemes where trusteeship is their primary role, registered charities and other categories designated by us from time to time. 

Lunch is included with all registrations and is an important part of the day’s networking. If you have special requirements (vegetarian, dairy free, no shell fish etc) we can cater for you if we know in advance. Please use the message facility or call us on 020 7582 6516.

What is Not Included

Travel to and from the venue and overnight accommodation if required is the responsibility of individual delegates and not included in the registration fee. If it is required it must be separately booked. Because prices charged by London hotels change almost daily we are unable to quote firm room rates. Apart from the anticipated occupancy levels on any specific date, rates vary according to when the booking is made. We are, however, able to make suggestions of nearby hotels worth considering. We shall be happy to assist with any queries if you call 020 7582 6516.

Terms and Conditions. The full fee becomes payable on registration and should be paid prior to the event.

Payment Methods. The preferred method of payment is bank to bank transfer or debit card. If required we are able to accept payment by credit card but are obliged to apply a 2% fee to cover bank charges.

Cancellations, in writing only, received and acknowledged 14 clear days prior to an event are subject to a 10% cancellation fee. Registrations or cancellations made within the 14 day period prior to an event are payable in full in all circumstances.

Substitutions. There is no extra charge for substitutions as long as we are notified before the conference starts and any replacement is from the same company. Substitutions for part of the conference only are not possible.

No Sharing or Splitting. Each registration applies to one named person only. Registrations cannot be shared or split between different people even if they are present for different parts of the day.

Non-Appearance on the day is chargeable, whether or not the invoice has been paid.

Programme Changes. Every effort is made to keep to the published programme but occasionally speaker, venue or timetable changes are unavoidable. The right to change arrangements without liability is reserved and no liability is accepted for consequential loss.

This is the annual meeting point for the retirement income industry, attracting a specialised and numerous audience of thought leaders and senior decision makers representing the leading players in the retirement market. Our networking and promotional opportunities are a cost effective way to make valuable contacts and promote your company, brand, product or service. Please click here for more details.

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If you are unable to attend the conference but would like to know what was discussed, you can pre-order the event soundtrack and visuals from our Information Centre 

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