Retirement and later life planning remains an ongoing challenge. The realities of an aging society mean more clients and advisers than ever are seeking clarification to approach life planning in new ways.
The world of retirement has radically shifted, with client expectations, aspirations and needs ever-changing; increasing the responsibility placed on advisers to respond in terms of both their understanding and advice process.
Join us as we explore these most topical issues, providing practical planning points and actions to support advisers in continuing to deliver better consumer outcomes.
Areas covered during the day will be:
With the imminent release of the long-awaited Government Green Paper on the long-term funding of social care, we will consider the options facing consumers in the context of equity release and how helping people to access the housing wealth tied up in their homes could present an ideal solution for those with both basic short-term and more acute long-term care needs. We will look at the widening range of later life lending options for consumers, including ‘Retirement Interest Only’ mortgages, and compare their relative merits and safeguards. We will look at how, with the launch of the new Single Financial Guidance Body (SFGB), equity release has become part of the mainstream financial planning model for advisers working in the later life market.
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.
Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at firstname.lastname@example.org and we can check your records.
At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.
If you are unable to download your CPD Certificate after 48 hours, please email email@example.com to clarify this.
Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.
We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
Please email the Conference Office at firstname.lastname@example.org after the Conference and we will send you the presentation slides.
The dress code is business attire.