When: Saturday, 25th June 2016 from 9:30 to 17:30

Where: QEII Centre, Broad Sanctuary, Westminster, London, SW1P 3EE

Why you should attend

Hear from more than 25 expert speakers from national Radio/TV, government, financial service companies, voluntary organisations and retirement lifestyle companies.



Discover more about the most important retirement issues including: when to start saving and investing, how much to save, pension reforms and strategies suitable for those who have retired and want to ensure a regular income. The Show is for all ages and investing experience with specialists on hand to answer questions.

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Free to attend, the Retirement Money Show is now in its second year and aims to educate, empower and inform everyone interested having a financially-comfortable time in later life.

Our speakers will be covering topics that are relevant to both those already in retirement and those who are still in work.

Both groups have big decisions to make with regards to managing money. Retirees now have the flexibility to access their pension funds as they wish; younger individuals increasingly accept that they won’t be able to rely on the State in later life and so must put aside money now in preparation of the years ahead.

Having an effective strategy to address both situations is not easy, which is why we felt the need to create a conference that can provide answers to your key questions.

Knowing how to manage your pension pot – either in preparation for later life or during retirement – is one of the big challenges facing millions of people today and a central theme to the Retirement Money Show. It is one of a number of topics that we will discuss on the day, so come along to the event armed with questions as there will be a wide range of people happy to talk to you.

You will have the opportunity to ask questions to most of the speakers on the main stage and to interact with specialists in tax, funds, ISAs, SIPPs, property and providers of financial news and data on the exhibition stands.

Some of the big names already lined up to speak at the event include: BBC Radio 4 Money Box presenter Paul Lewis who will share his thoughts on modern retirement, John Sergeant, well known Journalist and Broadcaster who will talk about work and life for an over 70 year old, plus Mike Morrison, Head of Platform Marketing at AJ Bell Youinvest, will address the key pension rules. Many more speakers to be announced!

If you are new to the world of investing, don’t think this event is only for financially-savvy people with years of experience in buying stocks, shares and funds. We are purposely creating an event that will serve the needs of both amateurs and experienced investors.

Journalists from the SHARES team will be on hand to talk to you about the stock market and we will have lots of industry experts and exhibitors either speaking on stage or having exhibition stands where you will be able to learn more about a wealth of topics.

The Retirement Money Show is free to attend; you simply need to register in advance to secure your ticket. Please click here to order your ticket and tell your friends to come along to the all-day event which is being held at the QEII Centre in London’s Westminster. It is well served by public transport with several tube stations on its doorstep and Victoria mainline station less than a mile away.


Learn about:

• At what age you should start saving.

• Are you saving enough towards your pension?

• Making sure you retire on the best income.

• The new pension rules and how they affect you.

• Personal pensions – your guide to managed or self investing.

• Guaranteed retirement income for life, a look at annuities.

• ISAs – an alternative to pensions.

• Tax planning including inheritance tax and income tax.

• When things change, redundancy, illness, divorce and bereavement.

• Buy to let and property investment income.

• Unlocking equity in your home.

• Lifestyle choices - how to your enjoy retirement.

• Plus a host of other topics including gifting, planning for care, state pension and much more!


Hear from:

Mike Boydell, Managing Director - SHARES

Dan Coatsworth, Editor - SHARES

Michelle Cracknell, Chief Executive - The Pensions Advisory Service

Steven Frazer, Online Editor - SHARES

Paul Lewis, Presenter - BBC Radio 4 Money Box

Mike Morrison, Head of Platform Marketing - AJ Bell

Russ Mould, Investment Director - AJ Bell

John Sergeant - Journalist and Broadcaster

+ Many more to be announced

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Amongst our line up of TV and Radio personalities is the well known Political Journalist, Broadcaster and Strictly Come Dancing favourite, John Sergeant, who will be talking about how, as a 71 year old, he keeps working and active in his so-called 'retirement years'.

There's less than two weeks left until the doors open for the Retirement Money Show, and we're feeling really excited to inform and empower anyone interested in the financial side of retirement.

If you haven't booked your FREE ticket yet, now is the ideal time to visit our website and secure your pass to spend a day with a panel of industry experts.

The purpose of the show is to educate individuals about how much to save and invest to enjoy their retirement. We've got a wide range of presenters talking about how to manage your own pension, the different types of products available to provide an income during retirement, and how to build a suitable pension pot to fit your needs if you are still in employment.

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Check out the full agenda at the show....

Main Stage

09.30 - Registration and coffee

10.30 - Opening remarks
Mike Boydell, Managing Director - Shares

10.50 - Preparing for retirement in uncertain times
Mark Taylor, CEO - Equiniti Financial Services


11.20 - The changing face of pensions
Michelle Cracknell, Chief Executive - The Pensions Advisory Service

11.50 - Panel discussion: Shares, funds, investment trusts, ETFs, bonds, property & more – navigating the choices for income in retirement
Steven Frazer, Online Editor - Shares
Daniel Coatsworth, Editor - Shares
Rachel Lacey, Editor - How to Retire in Style
Adam Ryan, Portfolio Manager - BlackRock
Mark Taylor, CEO - Equiniti Financial Services

12.15 - Desert island risks - the sequence of returns
Dennis Hall, Chartered Financial Planner - Yellowtail Financial Planning

12.35 - Which is best for you, an ISA or a SIPP?
Russ Mould, Investment Director - AJ Bell

12.55 - Lunch

13.55 - How to keep working and active in your so-called 'retirement years'
John Sergeant, Journalist & Broadcaster

14.25 - Where to go in search of retirement income?
Adam Ryan, Portfolio Manager - BlackRock

14.45 - Why is retail ignored for IPOs?
Tom Hinton, Head of Capital Markets - SyndicateRoom

15.05 - Method not madness - Modern portfolio management in practice
Matthew Hunt, Principal - Prospect Wealth Management

15.25 - Coffee

15.55 - Taking the money and keeping the money
Paul Lewis, Presenter - BBC Radio 4 Money Box

16.25 - Panel discussion: Saving for retirement
Russ Mould, Investment Director - AJ Bell
Paul Lewis, Presenter - BBC Radio 4 Money Box
Tom Selby, Senior Analyst - AJ Bell
Patrick Mill, Chief Executive - Alliance Trust Savings
David Newman, Head of Pensions - Close Brothers Asset Management

16.55 - Close

EXHIBITION STAGE

11.20 - Intelligent Retirement® - the new approach to planning
Nancy Curtin, CIO & Head of Investments - Close Brothers Asset Management

11.40 - Goals to gold. Trading the football pitch for the financial markets
Lee Sandford, MD & Trader - Trading College

12.00 - The seven steps to a richer retirement
Rod Thomas FCA, MD - Avantis Wealth

12.40 - Certainty in uncertain times – the role of annuities in your retirement portfolio
Jan Holt, Retirement Income Specialist - Just Retirement

13.00 - Rediscover that carefree feeling with McCarthy & Stone Retirement Living
Elaine Stratford, Regional Sales & Marketing Director - McCarthy & Stone

13.20 - How to avoid a pension pitfall - generating an assured retirement income through property
Giles Beswick, Director - Select Property Group

13.40 - Lunch

14.30 - Using VectorVest to maximise returns and minimise risk in vour stock portfolio
Dr. David Paul, MD - VectorVest

14.50 - Fees matter. Understanding their impact on your future retirement income
Sara Wilson, Head of Platform Proposition - Alliance Trust Savings

15.10 - How technology revolutionises your retirement
Adam French, Founder & UK MD - Scalable Capital

15.30 - Retirement – You will need to have a cunning plan!
Mike Morrison, Head of Platform Technical - AJ Bell

15.50 - Close


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HB Mike!

1 ticket for Roy Hodgson please

and cameron!

:-)