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Get up-to-date information relating to Coronavirus.

Some of our events are being rescheduled but many of our upcoming events are now taking place as webinars.
Please see the listing below.

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Webinar

What is the shift in retirement planning?

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Nicola Barker, Senior Partnership Development Manager, St. James's Place Wealth
Martin Clark, Business Development Consultant, Landmark IFA
David Owen, Wealth Director, Lifetime Connect

This event is now fully booked. We've arranged for it to be livestreamed on YouTube. Please register your free place here to watch it.

Retirement planning has evolved rapidly over the last couple of decades:

  • the rise in retirement age and aging population.
  • individuals are no longer retiring in the 'traditional' way.
  • increase in the range and complexity of retirement options.
In short, there is a shift in the retirement journey, and it will reshape the market for advisers in the future.

For many, 2020 was a taster of what retirement can be like - as well as providing a jolt for individual to put their finances in order. So how can you support your customers with their finances and retirement ambitions?

Join our panel of experts who will be discussing the retirement market, how it has changed during the COVID-19 pandemic and what adviser can do to support their customers in retirement planning in the future.

This event is ideal for:

  • Financial advisers
  • Paraplanners
  • Administrators
  • Heads of Learning and Development (in financial advice firms)
  • Training managers (in financial advice firms)
  • Advisers who specialise in pensions and long-term care

Who will be speaking?
Nicola Barker, Senior Partnership Development Manager, St. James's Place Wealth
Martin Clark, Business Development Consultant, Landmark IFA
David Owen, Wealth Director, Lifetime Connect

Nicola Barker, Senior Partnership Development Manager, St. James's Place Wealth

Nicola is currently working for St. James's Place Wealth Management as a Senior Partnership Development Manager.
She is a Chartered Fellow of The London Institute of Banking & Finance with a career spanning more than 20 years in the financial services industry working alongside both restricted and independent financial advisers.
Nicola is a specialist in professional development. During her career she has been part of the ever-evolving retirement space and its inextricable link to later life planning.

Martin Clark, Business Development Consultant, Landmark IFA

Martin is a Seminar Presenter and Business Development Consultant for Landmark IFA, a Chartered Fellow of The London Institute of Banking & Finance and a Chartered Financial Planner, specialising in building and supervising teams of Independent Financial Advisers.
Martin lives in Essex with his wife Lisa, law student son Callum and interior design and photography student daughter, Ciara. In his spare time, Martin is a marine fish enthusiast.

David Owen, Wealth Director, Lifetime Connect

David is the Wealth Director of Lifetime Connect, a podcaster and an occasional Youtuber.
He was born in Staffordshire to a Welsh father and now lives in Derbyshire, with his wife Jo and son Griff.
David dislikes cars when he's cycling and cyclists when he's driving. He enjoys a nice slice of cake

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The London Institute of Banking & Finance event - What is the shift in retirement planning?


Dear ,

saw this event and thought you may be interested...
Event title: What is the shift in retirement planning?
Start date: Thursday 11 March 2021
Pricing: This webinar is free to attend.
Speaker(s): Nicola Barker, Senior Partnership Development Manager, St. James's Place Wealth
Martin Clark, Business Development Consultant, Landmark IFA
David Owen, Wealth Director, Lifetime Connect

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