Lancashire, Merseyside & Cumbria Regional Conference Q2 2019 | Personal Finance Society | 2 May 2019 | Mercure Hotel, Penny Ln, Saint Helens WA11 9SG, UK
Venue
Mercure Hotel
Mercure Hotel, Penny Ln, Saint Helens WA11 9SG, UK
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| Event Date |
Thu May 2 CEST (over 5 years ago)
In your timezone (EST): Thu May 2 2:45am - Thu May 2 9:45am |
| Location |
Mercure Hotel
Penny Ln, Saint Helens WA11 9SG, 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
Paul Lewis
Education Officer, Polygon Financial Ltd, Victoria Hou
Jonathan Braithwaite
Key Account Manager, LGIM
Phil Robotham
Financial Institutions & Strategic Accounts, Schroders
Simon Drake
E B Associates Group, London House
Scott Clarke
Zurich
Tim Coverdale
Business Development Team, Seven Investment Management
Ryan Medlock
Royal London
Ryan Barnes
Intelliflo
Harish Patel
IDS Financial Services Ltd
Bob Nicoll
Business Development Manager, 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