Bristol and Cheltenham Regional Conference Q2 2019 | Personal Finance Society | 9 May 2019 | Cheltenham Racecourse, Evesham Rd, Cheltenham GL50 4SH, UK
Venue
Cheltenham Racecourse
Cheltenham Racecourse, Evesham Rd, Cheltenham GL50 4SH, UK
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| Event Date |
Thu May 9 CEST (over 5 years ago)
In your timezone (EST): Thu May 9 2:45am - Thu May 9 9:45am |
| Location |
Cheltenham Racecourse
Evesham Rd, Cheltenham GL50 4SH, UK |
| Region | EMEA |
Details
Your quarter two regional CPD conference will see leading subject matter specialists deliver a broad and topical programme, including:
• Technology and e-Adviser – Proven benefits of technology in the advice process;
• Pension Death Benefits taxation – Recent changes and how you can add value for professional connections;
• IHT planning - Unravelling complexities following the Office of Tax Simplification review;
• Value investing – The right questions and how Lego has provided answers over the years;
• Caging the Lizard – Building blocks for retirement and helping clients make better decisions;
• Around the World in 40 Minutes - Market opportunities and specific portfolio actions to help navigate through uncertain times.
Speakers
2019 Speakers
Hazel Richards
Chairperson, Hazel Richards Consultancy Ltd
Paul Pugh
Third Party Distribution Channels, Legal & General Investment Management
Stuart Podmore
Investments Propositions Director, Schroders
Andrew Donald
Business Development Team, Seven Investment Management
Justin Corliss
Royal London
Stuart Hutton
Membership Officer, Raymond James Investment Services
David Hughes
Senior Business Development Team, TIME Investments
Steve Fallon
General Insurance Arena, Legal & General
Sponsors & Partners
2019 Partners
• Legal & General Investment Management
• Schroders
• Royal London
• Time Investments
• Legal & General