Events
Controlling risk in private wealth management using index linked gilts
4th November 2011
Inflation Linked Bonds conference
Event Summary:
- Location:
- Date: 4th November 2011
- Time:
- Event Type: Two-day finance conference for institutional portfolio investors focused on alternative techniques for inflation hedging
Investment strategies in the new drawdown world
2nd November 2011
Masterclass on pension drawdown for an industry audience
Event Summary:
- Location:
- Date: 2nd November 2011
- Time:
- Event Type: Conference
Whose plan is it anway?
Tuesday 28th September 2010
In this workshop, attendees will gain a better understanding of financial planning as part of lifetime risk management and 'capital efficiency'
Event Summary:
- Location: Olswang Offices, 90 High Holborn, London, WC1V 6XX
- Date: Tuesday 28th September 2010
- Time: 5.00pm
- Event Type: Workshop for the Olswang partners hosted by Stuart Fowler and Joseph Clark.
An overview of the current and proposed pension regimes
Monday 13th September 2010
Joseph Clark has been invited to speak to the delegates of the Royal College of Radiology's 'Clinical Radiology Annual Meeting'. Within this short pension-focused session he will highlight the key difference between the 1995 and 2008 NHS pension Schemes, provide guidance on how to structure private pensions cost effectively for both accumulators and decumulators and provide a brief overview of pension changes that are expected to come into effect in 2011.
Event Summary:
- Location: One Great George Street, Westminster, London, SW1P 3AA
- Date: Monday 13th September 2010
- Time: 4.30pm
- Event Type: Clinical Radiology Annual Scientific Meeting 2010. Places reserved for the members of the RCR.
Is anyone managing the retirement gamble?
Tuesday 25th May 2010
In this seminar, Stuart Fowler (No Monkey Business founder and author of the no-nonsense investment book from which we take our name) and Joe Clark will together ensure you are clear and realistic about the retirement gamble and how to manage it.
Event Summary:
- Location: Grange St. Paul’s Hotel, 10 Godliman Street, London, EC4V 5AJ
- Date: Tuesday 25th May 2010
- Time: 6.15pm for 6.30 start, 7.30 finish
- Event Type: No Monkey Business Seminar, hosted by Stuart Fowler and Joseph Clark
Test Drive No Monkey Business
Wednesday 3rd March
One criticism of our seminar series on retirement financing has been that we left attendees better-informed, engaged and intrigued but unclear as to what exactly they would get from us if they hired us. They wanted more of the ‘sales pitch’ that we were trying to avoid! In this seminar you will get the pitch!
Event Summary:
- Location: Grange St. Paul’s Hotel, 10 Godliman Street, London, EC4V 5AJ
- Date: Wednesday 3rd March
- Time: 6.15pm for 6.30 start, 7.30 finish
- Event Type: No Monkey Business Seminar, hosted by Stuart Fowler, Joseph Clark and Amanda Cleaver
Retirement planning, but not as you know it
Friday 29th January 2010
In this workshop, gain a better understanding of pensions as part of lifetime risk management and 'capital efficiency' planning; and ensure you do not make mistakes in the snake pit of HMG's 'simplified pensions' regime.
Event Summary:
- Location: Olswang Offices, 90 High Holborn, London, WC1V 6XX
- Date: Friday 29th January 2010
- Time: 8.30am
- Event Type: Workshop for the Olswang partners hosted by Stuart Fowler and Joseph Clark
How can outcomes-driven investment improve the client proposition?
December 1st (London), repeated December 3rd (Manchester)
Liability Driven Investment (LDI) is transforming decision making in the occupational pensions market. Applying the same outcome-driven thinking to personal financial goals provides powerful insights into asset allocation and risk management for both financial planners and portfolio managers.
Event Summary:
- Location: Sofitel, St James, 6 Waterloo Place, London, SW1Y 4AN
- Date: December 1st (London), repeated December 3rd (Manchester)
- Time: 11.25am
- Event Type: 'Investment Strategies 2010' industry conference organised by Dealers' Group
Smart pensions: actions to improve retirement outcomes
Thursday 12th November 2009
Smart pension thinking: sees pensions as just part of a retirement spending plan; uses pension maths to reveal pension myths; seeks true optimal application of complex pension rules; adopts best practice for solving similar problems in the occupational pension world; uses modeling techniques that are designed to deal with multiple sources of uncertainty; applies ideas of 'personal utility' to help people make choices with confidence; relies on a single, trusted adviser to plan and manage retirement assets.
Event Summary:
- Location: Grange St. Paul's Hotel, 10 Godliman Street, London, EC4V 5AJ
- Date: Thursday 12th November 2009
- Time: 6.15pm for 6.30 start
- Event Type: No Monkey Business Seminar, hosted by Stuart Fowler and Joseph Clark
Integrating financial planning and investment management
1st September 2009
Within this IFP London Branch Meeting, Stuart Fowler of No Monkey Business will share his insights from ‘outcomes-driven’ investment practice. Please note this is only open to IFP Members
Event Summary:
- Location: UBS Offices, 1 Finsbury Avenue, London, EC2M 2PP
- Date: 1st September 2009
- Time: 5.30pm
- Event Type: IFP Branch Meeting
