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 |
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
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
2019 Partners
• Legal & General Investment Management
• Schroders
• Seven
• Royal London
• Intelliflo
•Time Investments
• Zurich