Forums & Events

12
Feb
2019

Empowering Informed Financial Decisions - Breakfast Forum


08:30 - 10:00
Tamarind Room, SCOR SE Asia House, 31-33 Lime Street, London, EC3M 7HT


Breakfast Forum

8:30 am on Tuesday 12 February 2019

Empowering Informed Financial Decisions

We are delighted to welcome you to our first iWIN Breakfast Forum of 2019, in partnership with the Chartered Insurance Institute and hosted by SCOR SE. During this Forum we will be considering key financial planning topics that will be of specific interest to women, but also for people in general.

We will be discussing the impact on retirement planning when taking a career break to raise a family or when you need to act as a carer. And to understand what decisions could be made regarding your personal financial planning regarding savings, investments, tax and retirement.

Speaker, Vanessa Barnes, will look at the reasons why pension planning goes wrong, whether they represent good value for money, and what a “good” pension looks like.

Speakers:

Vanessa Barnes - Fellow of the Personal Finance Society and owner of Hannay Investments

Vanessa Barnes has been an independent financial adviser for over 32 years. Vanessa worked for a national firm for 10 years before setting up her own business in 1996. Hannay Investments is an all-female IFA firm based in west London. She is a pension specialist advising on both corporate and personal pensions as well as pension transfers, pension spitting on divorce and the new flexible access pensions. As part of the PFS board, Vanessa is working on initiatives to improve diversity within the financial advice sector.

Agenda

8:30am Delegate Registration

9:00am Forum begins

10.00am Close

CPD Hours: This accredited iWIN Forum qualifies for 1 hour CII / PFS CPD

 

Outline Learning Objectives

  • Gain an understanding of what financial choices are available to you
  • Develop confidence in understanding the financial services arena as regards personal choices
  • Focus on setting financial goals for the future regarding key moments that you may face
  • An understanding of the need to be flexible and how to continue to stay in control of your financial future either as an individual or as part of a relationship
  • Gain a basic understanding of terms and financial instruments to give the confidence to discuss future plans with financial specialists

Booking Fee:

Free of Charge

Tamarind Room, SCOR SE Asia House, 31-33 Lime Street, London, EC3M 7HT

In association with