Investment firm launches national retirement roadshow

Seven Investment Management is to launch a series of regional adviser roadshows entitled: 'The Retirement Challenge', visiting 12 locations throughout the UK in January and February. Hosting the event will be Seven IM's senior managers including: Tom Sheridan, chief executive, Justin Urquhart Stewart, co-founder and head of corporate development, and Verona Smith, head of platform.Seven IM's investment team will discuss the economic and political backdrop, risks and opportunities and the challenges of demanding valuations, low bond yields and unusually low volatility. They will also explore why an increasing number of institutional players are looking at the alternatives space for solutions.On a rotating basis, Seven IM's speakers include Ian Jensen-Humphreys, chief investment officer, Alex Scott, chief strategist; Matthew Yeates, quantitative investment manager and Ben Kumar, investment manager.Other Key speakers will include:- Steve Bee, pensions strategist and chief executive of Jargonfree Benefits. Steve will be tackling a number of hot pension topics including DB transfers.- Mark Polson, Principal & Mike Barrett, consulting director who will discuss ‘have you got your centralised retirement proposition nailed?’- Tony Wickenden, joint managing director & Nick Edwards, Nick Edwards, Associate, Technical Connection are set address: 'How to embrace tax alpha by utilising the tax wrappers available to clients'. Julia Peake, technical development anager, Sanlam and John Haley, technical sales manager, Utmost, will cover these issues for the Glasgow and Edinburgh events.- Paul Johnson, director of the Institute for Fiscal Studies & Graeme Codrington, chief executive of Tomorrow Today and The Future of Work Academy will be at the London event to discuss what future retirees can look forward to.Justin Urquhart Stewart, co-founder and head of corporate development, Seven IM, said: “Even with the most up to date GPS, navigating the retirement maze almost certainly hasn’t got any easier. With increased regulation, greater choice, and increasingly complex client needs, these roadshows are intended to give advisers some practical steering points from some of the UK’s leading experts.”The Retirement Challenge Details:Tuesday 23 JanuaryAberdeen The Chester HotelSpeakers:Steve Bee, Mark PolsonNick Edwards, Verona SmithIan Jensen-HumphreysWednesday 24 JanuaryEdinburghThe Balmoral HotelSpeakers:Steve Bee, Mark PolsonJulia Peake, John HaleyTom Sheridan, Ian Jensen-HumphreysThursday 25 JanuaryGlasgowBlythswood Square HotelSpeakers:Steve Bee, Mark PolsonJulia Peake, John HaleyTom Sheridan, Ian Jensen-HumphreysTuesday 30 JanuaryLeicesterHiltonSpeakers:Steve Bee, Mark PolsonNick Edwards, Tom SheridanAlex Scott, Matthew YeatesThursday 1 FebruaryLondonFour Seasons, Park LaneSpeakers:Steve Bee, Tony WickendenMark Polson, Mike BarrettPaul Johnson, Graeme CodringtonTom Sheridan, Justin Urquhart StewartIan Jensen-Humphreys, Alex ScottTuesday 6 FebruaryNewcastleRamside Hall, Steve BeeMark Polson, Nick EdwardsJustin Urquhart StewartAlex ScottWednesday 7 FebruaryHarrogateRudding ParkSpeakers:Steve Bee, Mike BarrettTony Wickenden, Justin Urquhart StewartAlex ScottThursday 8 FebruaryManchesterMarriott Manchester AirportSpeakers:Steve Bee, Mike BarrettTony Wickenden, Justin Urquhart StewartIan Jensen-HumphreysTuesday 13 FebruaryCardiff, The ValeSteve Bee, Mike BarrettNick Edwards, Tom SheridanBen Kumar, Matthew YeatesThursday 15 FebruaryBirminghamThe National Motorcycle MuseumSteve BeeSpeakers:Mike Barrett, Tony WickendenJustin Urquhart Stewart, Ben KumarMatthew YeatesTuesday 27 FebruaryExeterSandy Park, Steve BeeMike Barrett, Nick EdwardsJustin Urquhart Stewart, Ian Jensen-HumphreysWednesday 28 FebruaryBournemouthAFC BournemouthSpeakers:Steve BeeMike BarrettNick EdwardsJustin Urquhart StewartIan Jensen-Humphreys

Investment firm launches national retirement roadshow

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