Headlinemoney Investment & Pensions Masterclass - Agenda

Sep 28, 2023

Headlinemoney Investment & Pensions Masterclass - Agenda

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Headlinemoney Investment & Pensions Masterclass
Tuesday 31 October 2023
America Square Conference Centre, London EC3
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Agenda

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

Headlinemoney

Editorial contacts

Claire Beard, Head of Content & Strategy
Working hours 9.30am - 3pm, Monday - Friday
claire.desilva@headlinemoney.co.uk
07714 660 846

Hanita Patel, Content Manager
hanita.patel@headlinemoney.co.uk

Membership/subscription contact

Martin Quinn, Head of Group Sales
martin.quinn@headlinemoney.co.uk
020 8075 8155 / 07944 043556

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