The National Liberal Club, Whitehall Place, London
The theme of the Forum was “Order out of chaos”.
Managing pensions, savings and investments is never easy but turbulence in the markets, pension freedoms and political uncertainty can make the job even more difficult. Fortunately, our sponsor for the evening, The Pension Drawdown Company (including our member Suzanne Walker) and the investment specialists PortfolioMetrix, restored order and put us back in control. Attendance at the Forum and the drinks that followed was FREE.
5.00 Registration and Welcome
5.20 “Order out of chaos” – Richard Owen, Founder of Booming Lives
5.30 “Providing the tools to meet your investment needs” – PortfolioMetrix
6.15 “Taking control of your savings – pension consolidation, transfers and your aims” – The Pension Drawdown Company
6.40 “Ask the Panel”
The Forum was followed by a dinner for members who wanted to continue the discussion. Tristan Westgate of Connect PA, the respected Public Affairs consultant, was our after dinner speaker on the subject of “BREXIT – what does it mean to you”. The lively debate still managed to be balanced and good humoured.