2021 Investment and Retirement Planning Conference
Confirmed Speakers:
- Market review: Maria Municci – M&G
- Economic overview: Paul Mount – Bank of England
- Considering sustainability: Phoebe Stone – LGT Vestra
- Member address and Q&A: Sarah Lord – PFS President
- Retirement planning and transfer advice: Gareth Davies – Scottish Widows
- Investment solutions for drawdown clients: Andrew Morris – Canada Life
- Tax-efficient estate planning: Anne Slater-Brooks – Triplepoint
- Valuing your advice: Angie Grundy – Vanguard
- Exit planning strategies: Lucy Grier – Benchmark Capital
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