Retirement Money Show Webinar
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 10 December 2020 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 and the rules on drawdown. The webinars are free to join. You can sign up to one or both sessions.
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
• Making sure you retire on the best income
• Balancing competing near and long-term financial demands
• Tax efficient investing via tax wrappers, the rules and limits
• The current pensions landscape and outlook
11am - Growth - Building your retirement nest egg
11.05 - Laith Khalaf, Financial Analyst - AJ Bell
11.25 - The Brunner Investment Trust
Matthew Tillett, Lead Portfolio Manager - Allianz Global Investors
11.45 - Scottish Mortgage Investment Trust
Stewart Heggie, Investment Specialist - Baillie Gifford
12.05 - BlackRock Throgmorton Trust
Dan Whitestone, Portfolio Manager - BlackRock
12:25 - Schroder BSC Social Impact Trust
Jeremy Rogers, Chief Investment Officer - Big Society Capital
Andy Howard, Global Head of Sustainability - Schroders
12.45 - Q&A
Laith Khalaf, Financial Analyst - AJ Bell
Matthew Tillett, Lead Portfolio Manager - Allianz Global Investors
Stewart Heggie, Investment Specialist - Baillie Gifford
Dan Whitestone, Portfolio Manager - BlackRock
Jeremy Rogers, Chief Investment Officer - Big Society Capital
Andy Howard, Global Head of Sustainability - Schroders
13.05 - End of webinar
Register for the Growth session here!
3pm - Income - Maximising investment income and understanding drawdown rules
15.05 - Tom Selby, Senior Analyst - AJ Bell
15.25 - Invesco Enhanced Income Limited
Rhys Davies, Fund Manager - Invesco
15.45 - Murray International Trust
Bruce Stout, Fund Manager - Aberdeen Standard Investments
16.05 - Henderson Far East Income
Michael Kerley, Portfolio Manager - Janus Henderson Investors
16.25 - Q&A
Tom Selby, Senior Analyst - AJ Bell
Bruce Stout, Fund Manager - Aberdeen Standard Investments
Rhys Davies, Fund Manager - Invesco
Michael Kerley, Portfolio Manager - Janus Henderson Investors
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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