Adviser event in partnership with Puma Investments and Dentons Pensions

Register below to join us on 24 April 2024 at Hymans Robertson's Birmingham office.

28 Feb 2024

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Join us on 24 April 2024

We're excited to be hosting an event on 24 April in Birmingham in partnership with Puma Investments and Dentons Pensions

If you'd like to come along, please register your details below.

Later-life planning is an important topic for your clients. Join us to hear from industry experts on what to look out for in 2024 to help ensure your clients have sufficient income at retirement.

The agenda and outline of the session are below:

12:00 - BUFFET LUNCH

12:30 - SESSIONS

  1. William Marshall, CIO at HRIS, will look at what's next for CRPs, sharing his views on how Consumer Duty has changed the landscape for advisers planning for retirement income, and what the findings from the FCA’s Retirement Advice Review mean. You'll also see a demo of our Sustainable Income Tool. 

  2. Dentons’ Technical Sales Director, Stephen McPhillips, will examine the important subject of death benefits payable under SIPP and SSAS arrangements. 

  3. Dr Stuart Rollason, AIM Portfolio Director at Puma Investments, will discuss how ‘AIM is a moving target’ and how the Puma AIM IHT solution has been resilient during tumultuous times. He will also demonstrate how Puma have achieved one of the best performing AIM IHT services in recent years.

14:00 - TEA/COFFEE/QUESTIONS

VENUE: HYMANS ROBERTSON OFFICE, 45 CHURCH STREET, BIRMINGHAM, B3 2RT

This event will qualify for 90 minutes of CPD and you'll receive a certificate of attendance after the event has taken place.

Register here