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 on Thursday 22 May 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 event is free to join!
Who Should Attend
Investing for retirement? Already taking an income? Either way, you'll take home plenty of pension pointers. Here are just a few things our experts will run through:
- 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
Retirement Money Show
10.30
Registration Opens
10.55
Introduction
11.00
What happens to my pension when I die?
Charlene Young, Senior Pensions and Savings Expert - AJ Bell (AJB)
11.20
Time Well Invested - the power of long-term compounding returns
Mat Masters, CEO - Caledonia Investments (CLDN)
11.40
Grow the capital and the income follows
James Henderson, Joint Portfolio Manager - Law Debenture (LWDB)
12.00
Thematic focus on sustainability to enhance shareholder returns
Bradley Biggins , Portfolio Manager - Schroder Real Estate Investment Trust (SREI)
12.20
Lunch
13.30
A decade of pension freedoms: How retirement income choices have shifted and what it means for savers and investors
Tom Selby, Director of Public Policy - AJ Bell (AJB)
13.50
Decumulation decisions
Tom Danaher, Client Relationship Director - Baillie Gifford Monthly Income Fund
14.10
Unlocking Hidden Value in Financials
Nick Brind, Fund Manager - Polar Capital Global Financials Trust (PCFT)
14.30
Income in retirement
James Flintoft, Head of Investment Solutions - AJ Bell (AJB)
14.50
Coffee break
15.30
How to access your pension
Lisa Webster, Senior Technical Consultant - AJ Bell (AJB)
15.50
Sustainable Returns
Matt Ridley, Portfolio Manager - Greencoat UK Wind (UKW)
16.10
Our formula for income
David Smith, Portfolio Manager - Henderson High Income Trust (HHI)
16.30
Investing in Quality Businesses in Uncertain Times
James Harries, Senior Fund Manager - STS Global Income and Growth (STS )
16.50
Close