The Aberdeen Altens Hotel
The Aberdeen Altens Hotel, Souter Head Rd, Aberdeen AB12 3LF, UK

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Event Date Tue Sep 11 BST (about 3 years ago)
In your timezone (EST): Tue Sep 11 12:00am - Tue Sep 11 12:00am
Location The Aberdeen Altens Hotel
Souter Head Rd, Aberdeen AB12 3LF, UK
Region EMEA

Social purpose, financial resilience and your digital journey.

At the Personal Finance Society’s Q3 Regional Conferences delegates can expect a thought provoking mixture of high quality, business relevant CPD. Programme highlights include:

Going digital – Understand the massive potential benefits to your business and how you can overcome the key challenges associated with putting client data online.
Social impact investing – Learn how to satisfy client demand for investments that combine profit with a measurable and positive contribution to society.
Risk, volatility & income – In building low risk portfolios and understanding drivers in fixed income markets we seek to answer the question: Can we sacrifice volatility without sacrificing returns?
Workplace evolution – A look at how you can identify the new opportunities for advisers in supporting employers in delivering workplace pension solutions.
Financial resilience – Recognising the specific needs of evolving customer segments when it comes to protection


2018 Speakers:

Hugh MacTruong
Legal & General Investment Management

Andrew Burns
M&G Investments

Sheridan Barlow
Committee, First 4 Financial Planning Ltd Education Officer

Catriona Mcinally
Chartered Financial Planne, Prudential

Rob Broad
Committee, Broad Wealth Management Ltd Membership Officer

Richard Smith
Protection Specialis, Zurich

Simon Glazier
Stewardship Wealth, Chartered Champion

Susan Rohe

Tessa Lee

Sponsors & Partners

2018 Sponsors and Partners:

• Legal & General
• moneyinfo
• Schroders