Headlinemoney Investment & Pensions Masterclass - Agenda

Headlinemoney Investment & Pensions Masterclass - Agenda

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Headlinemoney Investment & Pensions Masterclass
Tuesday 31 October 2023
America Square Conference Centre, London EC3
Book your place now!

08:45 - 09.15

 Registration & Breakfast buffet

09:15 – 09:20

Welcome & introduction
Claire Beard, Head of Content, Headlinemoney

Session 1
09:20 – 10:20
Understanding retail investment distribution channels

Jeremy Fawcett, Head of Platforum

An overview of personal investing markets served by wealth managers, financial advisers and digital services. The presentation will include an oversimplified view of how the RDR changed personal investing provision over the last decade and a high-level overview of the market today in term of its size, structure and key trends across intermediated and direct-to-consumer distribution channels.

Session 2
10:20 – 11:20

The investment plans and strategies behind pensions
Becky O’Connor, Director of Public Affairs, PensionBee
Clare Reilly, Chief Engagement Officer, PensionBee

A run-through of the investment plans and strategies behind most workplace and personal pensions, including a guide to 80/20, 60/40, common equity holdings, lifestyling, de-risking, investment pathways, value for money, implications of the Mansion House reforms, sustainable pension investments and the outlook for investment markets and the impact on pensions.

11:20 – 11:40

Morning Break

Session 3
11:40 - 12:40

Mobilising consumers to build financial resilience and wealth for the future
Brian Byrnes, Head of Personal Finance, Moneybox 
Joanne Leahy, Head of PR & Comms, Moneybox

A look at how we embed real behaviour change among consumers supporting them to save, invest, and build wealth for their future.

Session 4
12:40 – 13:40

The 3D Reset: how decarbonisation, demographics and deglobalisation will reshape the investment landscape for good
Keith Wade, Global Chief Economist, Schroders plc
Doug Abbott, Head of UK Wealth, Client Group, Schroders plc

A look at major shifts in three areas - decarbonisation, demographics and deglobalisation, which are defining the future of the global economy and forcing investors to rethink their approach. Taken together, the 3Ds are reshaping the investment landscape.

13:40 – 14:40

Lunch & Depart

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