Retirement Income Reviewed

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.

Dec
03
Retirement Income Reviewed
Mercedes Benz World, Weybridge
Register now

Rethink Retirement Income at Mercedes-Benz World with Dynamic Planner

At Dynamic Planner’s Retirement Income Reviewed event, we’ll dive into how these changes are shaping the advice profession. It’s not just about tweaking existing strategies, but about rethinking the approach to retirement income. From understanding the client, to cash flow and the solutions available in decumulation, this event will equip you with the insight and tools needed to meet the challenges ahead.

Hosted at the cutting-edge Mercedes-Benz World, you’ll have the opportunity to connect with industry experts, explore new strategies, and discuss the future of retirement income. The day won’t just provide you with answers – it will clarify the approach to take with clients planning for retirement. And with unique experiences like the F1 Simulator and behind-the-scenes tours, this event promises to be as engaging as it is enlightening.

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