Event details
Does your pension investment strategy satisfy your retirement goals? Are you clear on what these are? Too many people take care of their pension investments but don’t align them with their overall, long-term financial goals to create a complete, coherent and integrated retirement plan. This is especially important given the number of changes to the current pension regime we expect to see in the upcoming Autumn Budget.
At this event, you’ll learn about Evelyn Partners’ approach to wealth management, as we believe that a dedicated investment manager and financial planner working together as a team can achieve better outcomes for your retirement than those working in silos. During this panel event you’ll discover more about our complete wealth management service, where you have a direct relationship with both your investment manager and a financial planner, to create a bespoke and comprehensive approach to your pension planning. There will also be time for you to ask our experts any questions you may have.
We will cover:
• The roles of a financial planner and an investment manager
• How our integrated approach sets us apart
• The key benefits of complete wealth management
Agenda
18.30 - 19.00 - Guest arrival and registration
-
19.00 - 20.00 - Panel session with Q&A
-
20.00 - 21.00 - Networking and canapes
-
21.00 - Close
-
Speakers
Andy King
Andy is a Chartered Financial Planner with over 30 years’ experience in the financial services industry. He took up his current role in January 2023 with Evelyn Partners as a Pension Technical Specialist. His responsibilities include providing technical assistance, training and research in pensions, as well as carrying out due diligence of third-party pension providers. He sits on the retirement policy council of TISA.
