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Register for the Fidelity Wealth Investor Forum

Important information - The value of investments and the income from them can go down as well as up, so you may get back less than you invest.

We’re delighted to invite you to our forthcoming Investor Forum, exclusive to Fidelity Wealth customers. With people living longer and being more active in retirement, getting the right level of income in retirement is important. We’ve brought together a number of key speakers to help you make your investment decisions easier, kicking off with our Investment Director, Tom Stevenson’s autumn Investment Outlook. 

Date: Wednesday 23 October

Time: Arrive at 17:30 for a 18:00 start

Venue: 4 Cannon Street, London, EC4M 5AB

Agenda:

  • Tom Stevenson, Investment Director, Fidelity Personal Investing - Tom will present his asset allocation views following his autumn Investment Outlook webcast.
  • Charlie Nicol, Retirement Specialist, Fidelity Personal Investing - Charlie will answer your questions on getting income in retirement. Submit your questions in advance. 
  • Elias A. Elias, Vice President & Product Manager, Franklin Templeton - Elias will share his views on what to look for when investing in UK equity income funds and explain why he believes there is a compelling case to include them as part of a diversified investment portfolio.
  • Panel Q&A - Your opportunity to ask all our speakers questions.

Please register below to attend the forum.
 

Please note we will use your email address to send you further details of this event.

Meet the speakers

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Tom Stevenson

Tom joined Fidelity in 2008. A spokesman and commentator on investments, Tom is responsible for defining and articulating investment strategy for Fidelity’s Personal Investing business. Widely quoted in the national press and appearing regularly on radio and television, Tom is a sought-after expert on markets, investment trends and investment funds. He is a weekly columnist in the Daily Telegraph, and regularly appears on BBC News, Sky and major radio stations. Prior to joining Fidelity, Tom was a financial journalist working for publications including Investors Chronicle, the Independent and the Daily Telegraph.

Charlie Nicol

Charlie joined Fidelity in 2010, having previously worked for Annuity Direct retirement income specialists. An expert in the ‘at retirement’ market and frequent speaker at retirement events, Charlie assesses the ever-changing landscape for pensions and retirement opportunities, helping customers make sense of the complex issues they face when looking to turn their pensions into an income. 

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Elias A. Elias

Elias A. Elias is a vice president and product manager for the European and UK Equity teams at Franklin Templeton Investments based in London. He works closely with the portfolio management and distribution teams and is responsible for articulating the investment process and capabilities to clients and other external parties. Prior to joining Franklin Templeton, Mr. Elias worked as a European Equities product manager at Invesco Asset Management. He holds a Bachelor's degree in Economics from the American University of Beirut and a Master's degree in International Political Economy from the University of Warwick. He is also a Chartered Financial Analyst (CFA) charterholder.

Book a free retirement consultation

If you’re 55 or over and would like the opportunity to talk to one of our retirement specialists on the day of the event, you can pre-book a free 30-minute introductory session. Slots are available between 14:30 and 16:45. 
How to book: Email us providing your telephone number and we’ll contact you to arrange your consultation time.     

The government’s Pension Wise service offers free, impartial guidance to help you understand your options at retirement. You can access the guidance online at www.pensionwise.gov.uk or over the telephone on 0800 138 3944.
 

Important information - Withdrawals from a pension product will not normally be possible until you reach age 55. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to a financial adviser.