We are now nearly a year on from the goal posts being effectively removed when it comes to designing investment solutions for retirement. From our Meeting of Minds strategic forums the CEO’s from across the financial services landscapes have highlighted the pension’s freedom as being the biggest opportunity in 2016. If you are in charge of setting the strategy for the retirement piece this is a great opportunity to get together and review the investment needs of those both approaching and already in retirement and what we have learnt so far.

1. People over 50 control of all
disposable wealth in the UK.
0-50
In 1951, a man aged 65 could
expect to live to the age of 77.
Today, he can expect to live to
83, and by 2050 to 91.
91
1950 20252016 205020001975
8377
67%
of the workforce will
be over 50 by 2020.
79%
of savings and investments are
held by people aged over 50.
>
91
What is the opportunity for this space?
From King Lear
“Thou shouldst not have been
old till thou hadst been wise”
We are now nearly a year on from the goal posts being effectively
removed when it comes to designing investment solutions
for retirement.
From our Meeting of Minds strategic forums the CEO’s from across the financial services
landscapes have highlighted the pension’s freedom as being the biggest opportunity in 2016.
If you are in charge of setting the strategy for the retirement piece this is a great opportunity to get together and
review the investment needs of those both approaching and already in retirement and what we have learnt so far.
50+
Join us on the 1st March 2016 at
The Royal College of Physicians, 11 St Andrews Place, London NW1 4LE
If you would like to join the key decision makers in the industry who are setting the strategy for the
retirement piece please call Emily on 01483 861334 or email emilylandless@owenjamesgroup.com
For more information about the event check out our website: http://bit.ly/1Z4HOpU