The retirement landscape is changing, fast. With life expectancy rising and traditional retirement models fading, financial advisers are under pressure to adapt. Today’s clients no longer follow the predictable path of accumulation, retirement, and decumulation. Instead, they’re navigating multi-stage lives juggling careers, flexible work, and evolving financial needs that demand more dynamic retirement solutions.
Time | Session |
---|---|
09.15 – 09.45 | Arrival and networking – Meet and greet with refreshments and pastries |
09:50 – 10:00 | Welcome and introductions – Retirement Income Reviewed |
10:00 – 10:30 | Risk and reward on the racetrack – We talk risk with a special guest from the F1 racing world |
10:30 – 11:00 | The psychology of risk – The importance of understanding the client, risk profiling, and reviewing retirement income |
11:05 – 11:20 | Comfort break – Teas, coffees |
11:25 – 11:55 | The strategy – Planning for the future with Cash Flow |
11:55 – 12:55 | What makes a decumulation solution suitable? Hear from an engaging investment services panel on the prescient topic |
13:00 – 14:25 | Lunch & networking – Enjoy a delicious lunch at Mercedes-Benz World, with plenty of time to chat and network |
14:30 – 15:00 | Solutions under the bonnet – Risk calibration, asset allocation and more |
15:05 – 16:05 | Tour of Mercedes-Benz World / F1 simulator – A 30-minute tour of Mercedes-Benz World, dedicated time in F1 Simulator suite |
16:10 – 16:25 | Closing remarks, prize draw and thank you – Find out who has won a Mercedes-Benz experience, farewell and safe travels |