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Event Date |
Wed May 15 IST (over 5 years ago)
In your timezone (EST): Wed May 15 3:45am - Wed May 15 10:45am |
Location |
Crowne Plaza
Congress Rd, Glasgow G3 8QT, UK |
Region | EMEA |
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.
2019 Speakers
Richard Libberton FPFS
PSFM Ltd.
Miriam Breen
Responsible for Advisory and Strategic Alliances Relationships, LGIM
Ross MacKinnon
Strategic Retail Partnerships, Schroders
Tim Coverdale
Business Development Team, Seven Investment Management
Justin Corliss
Royal London
Nick Eatock
Founder, Intelliflo
Campbell Rayner
Business Development Manager, TIME Investments
Graeme Martin
Adivser, Scottish Widows
2019 Partners
• Legal & General Investment Management
• Schroders
• Seven Investment Management
• Royal London
• Intelliflo
• Time Investments
• Scottish Widows