Greater Manchester Regional Conference Q2 2019 |...

Venue

The Mere Golf Resort & Spa

The Mere Golf Resort & Spa, Chester Road, Mere, Knutsford WA16 6LJ, UK

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Event Date	Tue Apr 30 CEST (over 5 years ago) In your timezone (EST): Tue Apr 30 2:45am - Tue Apr 30 9:45am
Location	The Mere Golf Resort & Spa Chester Road, Mere, Knutsford WA16 6LJ, 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

Julianna Willmott
JDW Wealth Management Ltd

Jonathan Braithwaite
Key Account Manager, LGIM

Stuart Pod
Investment Propositions Director, Schroders

Tom Ryan
Professional Qualifications Officer, Cullen Wealth Ltd

Kusal Ariyawansa
Appleton Gerrard

Tim Coverdale
Business Development Team, Seven Investment Management

Ryan Medlock
Royal London

Ryan Barnes
Intelliflo

Jacqui Davidson-Slack
Arbuthnot Latham

Bob Nicoll
Business Development Team, TIME Investments

Richard Smith
Protection Specialist, Zurich

Sponsors & Partners

2019 Partners

• Legal & General Investment Management
• Schroders
• Seven Investment Management
• Royal London
• Intelliflo
• Time Investments
• Zurich

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