Venue
Dunston Hall
Dunston Hall, Ipswich Rd, Norwich NR14 8PQ, UK

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue May 21 CEST (over 5 years ago)
In your timezone (EST): Tue May 21 2:45am - Tue May 21 9:45am
Location Dunston Hall
Ipswich Rd, Norwich NR14 8PQ, 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 Bowen
Chairperson, Smith & Pinching Group Ltd

Antony Teare

Stuart Podmore
Schroders

David George Barnes
Lloyds Bank Plc

Harry Dunkinson
Chartered Champion, Smith & Pinching

Andrew Donald
Seven Investment Management

Ryan Medlock
Royal London

Nick Eatock
Intelliflo

Matthew Goddard
Almary Green Investments, Chartered Champion

Siobhan Griffin
TIME Investments

Richard Moodey
Zurich Intermediary Group

Sponsors & Partners

2019 Partners

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