Just and Novia are co-hosting the Retirement Renaissance workshop to explore retirement strategies and ways to enhance your advisory skills – and you’ll earn 2 hours of CPD.
 
Here are the details for each session:
 
Session 1:
Date:    Tuesday, 10 October 2023
Time:    Breakfast at 08:30 am | Presentations from 09:15 am to 11:00 am
Venue:  China Fleet Country Club, Saltash, Cornwall PL12 6LJ

Register here >

 
Session 2:
Date:    Tuesday, 10 October 2023
Time:    Lunch at 01:00 pm | Presentations from 01:45 pm to 3:30 pm
Venue:  Exeter Court Hotel, Exeter Road, Kennford, Dunsford EX6 7UX

Register here > 

 
Session 3:
Date:    Thursday, 12 October 2023
Time:    Breakfast at 08:30 am | Presentations from 09:15 am to 11:00 am
Venue:  Stanton Manor Hotel, Stanton St Quintin, Hullavington SN14 6DQ

Register here >

 
Session 4:
Date:    Thursday, 12 October 2023
Time:    Lunch at 01:00 pm | Presentations from 01:45 pm to 3:30 pm
Venue:  Thornbury Castle Hotel, Castle Street, Thornbury, Bristol BS35 1HH

Register here >

 
Please provide your name, email address, phone number, and any dietary requirements. Also, kindly state if have any special access needs in your email. Thank you.
 
Workshop Agenda:

Age 65 – 95?  A long and varied journey for advice                      
Louise White, Just

• 2015 Reflection – Looking forward, not back
• Innovation not intervention
• Dangers in underestimating choice and flexibility
• Explore change in the retirement of the future

 
Planning for your successful retirement                            
Roderic Rennison, Catalyst Partners Ltd

• Business efficiencies that enhance value
• Why access to quality data is key and how technology plays a crucial role
• What aspects to focus on for a successful exit
• Gaining an appreciation of what actions can make a positive difference to business valuations

 
Renaissance and rebirth – How starting anew can rewrite the future
Helen Austin, Novia

• Consumer Duty and the Thematic Pension Review have been designed by the FCA to help drive good outcomes for retail customers
• Directors of Advice Firms have more than one customer to think about ‘Your customer – Your employees – Your family’
• What can a business do to ensure that every one of these key stakeholders gets the best result?