You are here: cherry > Events for May 2014 > 'At Retirement' road shows - Cardiff

Time and date: 08 May 2014
Location: Cardiff City Stadium
Organiser: IRESS
Website: Click here

In the at retirement space? Come along to discuss and learn what is happening to the market. These events are half-day interactive roundtable sessions which are FREE to attend, plus they could count towards your CPD hours. Maximise your time out of the office, and network with your peers. We’ll also be showing you the latest innovative ways to improve efficiency and profitability, making this event a must for any adviser wanting to protect and grow their at retirement business. Learning Objectives: Getting a holistic view of the At Retirement market and the options that are available. Improving the understanding of enhanced/impaired annuities to ensure customers get better advice/guidance. Understanding OMO and how to deal with customers who have this option. Ensuring that Equity Release is understood and can be considered as an option for customers around retirement. How to use technology for better customer outcomes.

Just some of the topics we'll be looking at include:

The importance of enhanced annuities in an increasingly ageing population

• How individual underwriting ensures better customer outcomes
• Good health will not be forever
• The misunderstanding around annuities being better for the healthy few

Annuities in a Drawdown World

• How this fits with the other options available
• Investment risk understood
• Longevity risk, the issues

Equity Release - Responding to a changing market

• Cash poor but property rich: How can homeownership open up advice & income opportunities?
• What is driving the growth in equity release?
• What has happened in the equity release market recently?

The impact of the Budget announcement on the at retirement market

• Opportunity or threat: What do the budget changes mean for you?
• What do you need to drive better outcomes for your customers?
• How could the providers manage the changes following the budget?

The impact of the FCA Thematic Review on the annuity marketplace

• What impact will the FCA review have on distribution processes?
• Technology development - now and future requirements.

Annuities - A simple Solution in a Complicated World

• Given the recent budget announcements surrounding pensions, advice around pension options is in
• the spotlight.
• With many options available to clients, it is important to see beyond the headlines and look at the role
• secured pensions have in the current environment and into the future.
• The reality is that many people will value the security and insurance against increasing longevity that
• annuities offer.