Retirement Money Show Webinar

Retirement Money Show Webinar

Thursday 7 December 2023
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 7 December 2023 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.

The Retirement Money Show consists of two webinars, the first focused on the growth stage of your investments, when you are trying to build your retirement pot, and will look at the current investment landscape, the second webinar covers fund ideas for generating an income from your investments. 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

The webinars are suitable for both people still in employment and those already in retirement who are wanting to better understand investment strategies and their investment choices.

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


11am - Growth - Building your retirement nest egg

11am – Opening

11.05am – 11.25am – AJ Bell
Laith Khalaf, Head of Investment Analysis

11.25am – 11.45am – Alliance Trust
Stuart Gray, Co-Portfolio Manager

11.45am – 12.05pm – Fidelity European Trust
Marcel Stotzel, Portfolio Manager

12.05pm – 12.25pm – Schroder AsiaPacific Fund
Abbas Barkhordar, Fund Manager 

12.25pm – Session one Q&A

12.45pm – End of Session one

Register for the Growth session here!


3pm - Income - Generating investment income

3pm – Opening

3.05 pm – 3.25pm – AJ Bell 
Dan Coatsworth, Stock Market Analyst

3.25pm – 3.45pm – JP Morgan Global Growth and Income
James Cook, Portfolio Manager

3.45pm – 4.05pm – Henderson International Income Trust
Ben Lofthouse, Head of Global Equity Income, Portfolio Manager

4.05pm – 4.25pm – UK Commercial Property REIT
Will Fulton, Lead Manager 

4.25pm – Session two Q&A

4.45pm – End of Session two

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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