Retirement Money Show - Income

About the show

If you are investing for your retirement or are in retirement and are taking an income from your investments, the Retirement Money Show organised by Shares & AJ Bell is designed for you.

The Retirement Money Show takes place over two days on Monday 9 and Tuesday 10 December 2024 and features expert finance, pensions and investments speakers.

The aim of the event is to help educate, empower, and inform all people interested in their wealth in retirement.

If you are making your own decisions about where to put your money to work, the live event will give you some ideas for building and managing your portfolio and how to approach your investing strategy.

If you already have, or are looking to use, a financial adviser to help you make investing decisions then this event could help you better understand the financial retirement landscape and know what questions to ask.

The first day of the event on 9 December is focused on the growth stage of your investing journey when you are trying to build your retirement pot. We have presentations from a diversified range of leading growth-orientated fund managers as well as AJ Bell’s personal finance and markets experts.

The second day on 10 December will cover investment ideas for generating income and growth from your portfolio. You will be able to hear from fund managers who seek to generate investment income and growth as well as AJ Bell’s pensions, retirement and investments experts.

The events are free to join. You can sign up to one or both days.

Register for day one here - 9 December

Register for day two here - 10 December

Please remember that you if you want to join both Retirement Money Show event days you need to register for each one separately.

If you want to learn more about day one - Click here!

Who Should Attend

The events are suitable for individuals still in employment and those already in retirement who want to better understand investment strategies and their investment choices.

You can learn about:

• Investment options to help you grow your pension and investments.
• Different asset classes and how to put an investment portfolio together.
• The current market outlook.
• The latest changes to pension and tax rules.

Please remember that you if you want to join both sessions you need to register for each one separately.

Income

12.15

Registration Opens

13.10

Introduction

Roland Spencer, Head of Corporate Development - Shares

13.15

The Big Budget fallout: What does Reeves’ first fiscal event mean for savers, investors and retirees?

Tom Selby, Director of Public Policy - AJ Bell (AJB)

13.35

Finding your focus in global equity markets

Andrew Robbens, Executive Director - JPMorgan Global Growth & Income PLC (JGGI)

13.55

Sustainable income

Matt Ridley, Partner of Schroders Greencoat - Greencoat UK Wind PLC (UKW)

14.15

Grow the capital and the income follows

James Henderson, Joint Portfolio Manager - Law Debenture (LWDB)

14.35

What happens to your pension when you die?

Lisa Webster, Senior Technical Consultant - AJ Bell (AJB)

14.55

Coffee Break

15.35

Delivering you a consistent income in retirement

Ryan Hughes, Managing Director AJ Bell Investments - AJ Bell (AJB)

15.55

Delivering steady income in changing markets

Ed Craven, Fixed Income Fund Manager - Invesco Bond Income Plus (BIPS)

16.15

An introduction to some of the features of the Private Equity asset class as well as CT Private Equity Trust PLC

Hamish Mair, Managing Director and Head of Private Equity - CT Private Equity Trust  (CTPE)

16.35

Drinks reception

17.40

Close

Venue

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