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 webinars organised by Shares & AJ Bell are for you.
The Retirement Money Show takes place on Thursday 9 December 2021 and features expert finance, pensions and investments speakers.
The aim of the Retirement Money Show is to help educate, empower and inform all people interested in their wealth in retirement. If you already have, or are looking to use, a financial adviser to help you make investing decisions then the webinars could help you understand the financial retirement landscape better and to what questions to ask. If you are making your own decisions about where to put your money to work the webinars will give you some ideas for building and managing your portfolio and how to approach your investing strategy in these turbulent times.
The Retirement Money Show consists of two webinars, the first focused on the growth stage of your investments for when you are trying to build your retirement nest egg and will look at how to be tax efficient, the second webinar covers the transition to generating an income from your investments, living off your investments and pension. The webinars are free to join. You can sign up to one or both sessions.
Register for the Growth session here!
Register for the Income session here!
Please remember that you if you want to join both sessions you need to register for each one separately.
Who Should Attend
Discover more about some of the most important retirement issues and how best to invest and manage your hard-earned money. The show is suitable for people still in employment and wanting to better understand their investment options, as well as those already in retirement looking to get the most from their pension and other assets.
Learn about
Investment options to help you grow your pension and investments pot
Different asset classes and how to put an investment portfolio together
Tax efficient investing via tax wrappers
The current pensions landscape and outlook
11am - Growth - Building your retirement nest egg
11.05 - Laura Suter, Head of Personal Finance - AJ Bell
11.25 - Baillie Gifford Managed Fund Steven Hay, Head of Income Research and Co-Manager of the Baillie Gifford Managed Fund
11.45 - BlackRock Smaller Companies Investment Trust Roland Arnold, Portfolio Manager
12.05 - Schroder AsiaPacific Fund Richard Sennitt, Fund Manager
12.25 - Q&A Laura Suter, Head of Personal Finance Roland Arnold, Portfolio Manager Steven Hay, Head of Income Research and Co-Manager of the Baillie Gifford Managed Fund Richard Sennitt, Fund Manager
12.45 - End of webinar
Register for the Growth session here!
3pm - Income - Maximising investment income
15.05 - Tom Selby, Head of Retirement Policy - AJ Bell
15.25 - JPMorgan Global Growth and Income Investment Trust Tim Woodhouse, Fund Manager
15.45 - Invesco Select Trust UK Equity Share Portfolio James Goldstone and Ciaran Mallon, Co-Managers
16.05 - Henderson Far East Income Investment Trust Michael Kerley, Portfolio Manager
16.25 - Q&A Tom Selby, Head of Retirement Policy James Goldstone, Co-Manager of Invesco Select Trust UK Equity Share Portfolio Michael Kerley, Portfolio Manager Ciaran Mallon, Co-Manager of Invesco Select Trust UK Equity Share Portfolio Tim Woodhouse, Fund Manager
16.45 - End of webinar
Register for the Income session here!
Please remember that you if you want to join both sessions you need to register for each one separately.
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