• Stuart Fowler

Is anyone managing the retirement gamble?

Tuesday 25th May 2010

Grange St. Paul’s Hotel, 10 Godliman Street, London, EC4V 5AJ

6.15pm for 6.30 start, 7.30 finish

Format A small group of interested individuals (often including spouses) around a table, the content substantive and provocative, more education than sales, more conversation than lecture, with further opportunity for discussion and drinks after a prompt finish.

Speakers and subject In this seminar, Stuart Fowler, who was a leading innovator in the management of institutional investments before founding No Monkey Business, will explain how and why private client advice and portfolio management is not fit for purpose. The consequences of this are most critical for retirees who will be drawing down their own resources to meet their spending in retirement and depending on the products and services the industry can offer.

No Monkey Business financial planning head, Joe Clark, will take you through an approach designed specifically for this purpose, based on the outcomes driven (or liability driven) investment techniques that have already overturned the traditional approach to occupational pension management. Adopting these techniques in private wealth management has been endorsed by academics but also by the professionals that work in private wealth firms.

Stuart and Joe will help you to visualise how different the experience can be when you work with the best techniques, delivered by smart people who are totally on your side.

Benefits of attending this seminar

  • Powerful insights into the essential principles of drawing down from capital (whether in a pension account or other forms) when subject to particular constraints, such as competition from other financial goals; maintaining purchasing power; sustaining the rate of draw through bad markets; control and flexibility

  • This should encourage you to think about your own needs in a different light and how they could be best met

  • An opportunity for you to meet a firm that is successfully challenging the banking, stockbroking, tied agencies and IFA businesses who currently work with professional people.

Who attends We invite people like our existing clients: high earning professionals that appreciate smart thinking, elegant engineering and who expect a professional approach to charging.

We hope to meet you at one of these seminars or by other arrangement. Places are limited so if you would like to attend please respond promptly by

#drawdown #investmentprocess #ldi #outcomesdriveninvestment #pensions


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