Retirement Money Show Webinar - 09 December 2021

Roland Arnold, CFA, Director and Portfolio Manager, is a member of the Emerging Companies within the Fundamental Equity Division of BlackRocks Portfolio Management Group. Roland has managed the BlackRock Smaller Companies Trust since April 2018 and been managing Small & Mid Cap UK Equity Portfolios since 2006. His service with the firm dates back to 2000. Roland earned a BA(Hons) in Economics and Management from Leeds University in 1998.

James is co-manager of the Invesco Select Trust plc UK Equity Share Portfolio alongside Ciaran Mallon, who was appointed co-manager April 2021 following the combination with Invesco Income Growth Trust plc. James and Ciaran also co-manage the Invesco UK Equity High Income Fund (UK) and the Invesco UK Equity Income Fund (UK). James is the sole manager of the UK Equities Pension Fund and has been with Invesco for 9 years with 20 years experience in the industry.

Steven joined Baillie Gifford in 2004 and is Head of the Income Research Team. Prior to joining Baillie Gifford, Steven was a Fixed Income Investment Manager with Scottish Widows. His experience includes seven years undertaking analysis and research for the Bank of Englands Monetary Policy Committee, and involvement in managing the UKs foreign exchange reserves. Steven graduated BAcc (Hons) in Economics and Accountancy from the University of Glasgow in 1992 and MSc in Economics from the University of Warwick in 1993.

Mike Kerley, Portfolio Manager of Henderson Far East Income Trust, has managed Pacific equities since joining Janus Henderson in 2004 and managed the Investment Trust since 2007. Previously, he was with ISIS Asset Management as Director of Pacific Basin equities. Prior to this, he assumed the positions of fund manager for global equities and for emerging market equities at Invesco. He has managed money in the Asia-Pacific region since 1993 and has 35 years of financial industry experience.

Ciaran was appointed co-manager of the Invesco Select Trust plc UK Equity Share Portfolio alongside James Goldstone in April 2021 following the combination with the Invesco Income Growth Trust Plc. Ciaran is also co-manager of the Invesco UK Equity High Income Fund (UK) and the Invesco UK Equity Income Fund (UK), alongside James. Ciaran is the sole manager of the Invesco Income & Growth Fund (UK) and has been with Invesco for 17 years with 27 years experience in the industry.

Tom leads AJ Bell’s public policy work, including most recently campaigning for simplification of ISAs and stability in the pensions tax system. He has regular columns answering reader questions on retirement issues in The Times and The i, and his views are regularly sought by national and broadcast media. He was previously a journalist at a financial services publication for advisers and has a degree in Economics from Newcastle University.

Richard joined Schroders in 1993 and has managed the successful Schroder Asian Income Fund since its 2006 inception, with a strong track record of investing in Asian markets. As well as managing Income mandates, Richard has managed funds focused on growth for since 2007. He is also the fund manager of two investment trusts - Schroder AsiaPacific Fund and Schroder Oriental Income Fund.

Laura Suter is head of personal finance at AJ Bell. She is a multi-award winning former financial journalist, having specialised in investments. Laura joined AJ Bell from the Daily Telegraph, where she was investment editor. She has previously worked for adviser publications Money Marketing and Money Management, and has worked for an investment publication in New York. She has a degree in Journalism Studies from University of Sheffield.

Tim Woodhouse, executive director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in New York. An employee since 2008, Tim joined the firm as a graduate trainee. He was previously a research analyst working in the TMT sector. Tim obtained a BSc (Hons) in Economics from the University of York. Tim is a CFA charterholder