TISA - Tax Incentivised Savings Association - Other Event

The Decumulation Deep Dive

The Decumulation Deep Dive

Friday 24 November 9:00-12:30
Legal & General Plc, 1 Coleman St, London EC2R 5AA


Why you should attend
Following the launch of pension freedoms in 2015, decumulation continues to dominate pension discussions.

Please join us as we delve into the world of decumulation from various perspectives including new consumer research, product innovation, investing for retirement income, drawdown alternatives and technology opportunities.

Speakers & Seminar Programme
Chaired by TISAs Director of Retirement, Adrian Boulding, the speaker programme is:

Brian Corr, Head of Retail Competition Department, FCA
Keynote: The Retirement Outcomes Review: Interim Report

This wide-ranging report looks at the evolution of Decumulation since the launch of pension freedoms in 2015. We review some of the main points to emerge and what the future might hold in store.

Andrew Martin, Product Strategy Director, Dunstan Thomas Group
Engaging with Baby Boomers

Hot on the heels of their successful study Engaging with Millennials, our favourite fintech Dunstan Thomas have just commenced the fieldwork for a similar study of the baby boomer generation. Around half of these are already retired, the other half are now approaching retirement. The research should be ready for publication by Autumn.

Andrew Tully, Pensions Technical Director, Retirement Advantage
Case Study Building the Retirement Account

By combining a Guaranteed Annuity and Pension Drawdown into one simple account, Retirement Advantages Retirement Account offers considerable flexibility and choice - helping you manage your pension investments and benefits over the span of your retirement. How have they achieved this and what does it offer consumers?

Malcolm Small, Special Adviser, Copia Capital Management
Delivering a stable retirement income

Copia Capital Management is the discretionary fund management arm of platform Novia. They help to raise awareness of the investment issues facing advisers and clients considering decumulation following pension freedoms and they have created a proposition that solves a number of issues facing advisers in this market.

Matthew Doyle, MD, Pension Quality Mark
The Retirement Quality Mark

What does good looks like in the decumulation space? We look at how an independent quality assurance body came to extend its successful Pensions Quality Mark into the income drawdown space.

Henry Tapper, Founder & Editor, Pensions Playpen
Dont blame us punters for unadvised drawdown- give us an alternative

Henry Tapper expands on his blog of 23/04/17

Ray Chinn, Head of Retirement Options, NEST Corporation
Decumulation for small pots

How will NEST deal with retirement for circa three million largely disengaged customers with small pots?

Simon Binney, Business Development Director, Wealth Wizards
The role of Fintech

We look at how the role of technology can play a part in the glide path to and through retirement.


Registration takes place at 09:00, the seminar will commence at 09:30 and conclude at  12:30

Costs

TISA Members: 249
Non-members: 399
This seminar is endorsed by the CISI for CPD requirements. CISI members pay a discounted rate and can book via the link below. To receive your discount as a CISI member, please enter the discount code provided by the CISI.


Available Dates
Location Title Dates  
Legal & General Plc, 1 Coleman St, London EC2R 5AA The Decumulation Deep Dive 24th November 2017 Book Now