North Scotland Regional Conference Q2 2019 | Personal Finance Society | 14 May 2019 | DoubleTree by Hilton Hotel, 161 Springfield Rd, Aberdeen AB15 7AQ, UK

Venue
DoubleTree by Hilton Hotel
DoubleTree by Hilton Hotel, 161 Springfield Rd, Aberdeen AB15 7AQ, UK

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Event Date Tue May 14 CEST (over 5 years ago)
In your timezone (EST): Tue May 14 2:45am - Tue May 14 9:45am
Location DoubleTree by Hilton Hotel
161 Springfield Rd, Aberdeen AB15 7AQ, 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

Angus Mackintosh
Chairperson, AMLP Financial Planning Ltd

Miriam Breen
Responsible for Advisory and Strategic Alliances Relationships, LGIM

Ross MacKinnon
Strategic Retail Relationships, Schroders

Sheridan Barlow
Education Officer, First 4 Financial Planning Ltd

Simon Glazier
Chartered Champion, Stewardship Wealth

Tim Coverdale
Business Development Team, Seven Investment Management

Justin Corliss
Financial Services, Royal London

Robert Broad
Membership Officer, Broad Wealth Management Ltd

Campbell Rayner
Business Development Manager, TIME Investments

Graeme Martin
Financial Services, Scottish Widows

Sponsors & Partners

2019 Partners

• Legal & General Investment Management
• Schroders
• Seven Investment Management
• Royal London
• Intelliflo
• TIme Investments
• Scottish Widows