Later Life Planning Summit

about the event

Later-life planning is about more than money: it is about helping clients achieve their lifestyle goals and provide for their families while making provision for unexpected events such as long-term care. But the changing nature of advice and the shifting needs of today’s investors makes later-life financial planning a hugely responsible task. As investors deal with big - and sometimes unpredictable - life changes they will require a financial plan that can help them cope with whatever comes their way. Meanwhile, with the economic environment, pensions policy and tax legislation constantly changing, advisers need to be aware of how these changes can affect accumulation and decumulation. What do advisers need to know when looking to advise this demographic? How do soft skills intertwine with the financial planning process? And what processes should advisers put in place to ensure the advice they give is delivering the best client outcomes? Join FTAdviser at this event where leading UK-based financial advisers, regulators, policy makers, tax and legal experts will discuss the latest industry insights and share best practice to help advisers develop their knowledge and identify ways to best support clients needing later-life planning. Earn up to 7 hours CPD: By attending this CII accredited event, you will learn new ways to approach the later-life planning conversation. You will hear from experts on ways to develop soft skills to help advise clients in this demographic, as well as develop your technical understanding of what can often be quite complicated tax and investment planning processes. This event will also help you learn from best-practice examples shared by industry peers, to help inform your own knowledge and enable you to share these learnings with your own colleagues.