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Event Date |
Thu Jul 11 BST (over 5 years ago)
In your timezone (EST): Thu Jul 11 3:45am - Thu Jul 11 10:45am |
Location |
America Square Conference Centre
Cavendish Venues One, 17 America Square, Crosswall, London EC3N 2LB, UK |
Region | EMEA |
Your quarter three regional CPD conference will see leading subject matter specialists deliver a broad and topical programme including:
• Pensions - the Good, the Bad and the Ugly
• RegTech - how it can benefit your business
• Map your future
• Five rules of contrarian investing
• Inheritance tax and potential pitfalls
• Protection, SMCR and IDD
2019 Speakers
Robert Parker
Chairperson, Robert F Parker Financial Services
Andrew Tully
Analysis and communication of pension regulation, legislation and taxationCanada Life
Kevin Holloway
Adviser Development Manager, Aviva
Steve Kelly
Business Development Director, M&G
Ian Hart
Professional Qualifications Officer, Unbiased Financial Group LLP
Angela Lloyd-Read
Membership officer, Canaccord Genuity Wealth Management
Chris Davies
IFA, Model Office
Susan Rohe
US Retail team, provided presentation support to the Direct Channel in the US, BlackRock
Robert Wyatt
Chartered Champion, Barclays plc
Dan Russell
Financial Adviser and Wealth Manager, SimplyBiz Investment Services
Richard Kateley
Administration Clerk to Key Account Director, Legal & General
2019 Partners
• Canada Life
• Aviva
• M&G Investments
• MO
• BlackRock
• Simply Group
• Legal & General
• FCA