Tuesday 7 February 2017 – American Express Community Stadium, Brighton
Thesis invites you to attend its informative seminar where it will be joined by Dentons’ Martin Tilley and Paul Askham from Octopus Investments to discuss
- Pension freedoms
- Meeting the decumulation challenge
- How alternative retirement planning can benefit your clients
Please arrive for registration at 10:00am and tea, coffee and biscuits.
10:00am – Registration
10:30am – Martin Tilley, Dentons
11:10am – Lawrence Cook, Thesis Asset Management
11:40am – 10 minute break
11:50pm – Paul Askham, Octopus
12:30pm – Finish
Martin Tilley will be discussing the opportunities pensions freedom and reduced tax on death benefits have offered and in what circumstances would they be better drawn, and when would they be better left untouched for future generations.
Lawrence Cook will consider the challenge for investors seeking income in a low growth, low yield, low interest rate environment. How could a discretionary investment service be utilised to overcome sequencing risk?
Paul Askham will be looking at an alternative route to funding retirement income tax efficiently – venture capital trusts can help build a complementary investment to other means of saving for retirement whilst supporting the wider UK economy.
American Express Community Stadium
The stadium is a 20 minute drive from Brighton city centre and a short walk from Falmer station. Free parking is available. Location map
Spaces for this event are limited, so please register now on its website and remember to save the date.