Fiona Tait, Intelligent Pensions
Fiona Tait
technical director
Intelligent Pensions

Fiona is a specialist presenter and commentator in the field of retirement planning. She is a regular speaker at adviser conferences, including events for Money Marketing, FT Adviser and the Personal Finance Society, as well as a frequent contributor to the trade press and social media in the persona of @pensionsgirlie. Having (obviously) started young she now has over 30 years’ experience in pensions. Including lengthy service with Royal London and Aegon.

She is currently employed as the Technical Director and a PTS for specialist retirement firm Intelligent Pensions, where she is responsible for ensuring that their advice processes remain up to date and compliant. Fiona is qualified as a Fellow of the Personal Finance Society, and is the current President of the Local Institute of the CII in Edinburgh, as well as a Governor of The Pensions Policy Institute.

My Sessions
Presentation: The risks of running out of income in retirement
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Presentation
Opening panel discussion: The FCA’s Consumer Duty and its impact on the advice and wealth management sectors
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Opening