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Event Date |
Thu Jun 13 IST (over 5 years ago)
In your timezone (EST): Thu Jun 13 3:45am - Thu Jun 13 10:45am |
Location |
Hilton Hotel
Castle Upton, Paradise Walk, Templepatrick BT39 0DD, 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
Russell Anderson
Education Officer, Openwork Ltd
Miriam Breen
LGIM
Phil Robotham
Financial Institutions & Strategic Accounts, Schroders
Neil Dickey
Professional Edge Ltd
Debbie Connolly
Chartered Champion, Grant Thornton UK LLP
Andrew Donald
Seven Investment Management
Justin Corliss
Royal London
Steven Rees
Intelliflo
Campbell Rayner
TIME Investments
David Cunningham
Scottish Widows
2019 Partners
• Legal & General
• Schroders
• Seven Investment Management
• Royal London
• Intelliflo
• Time Investments
• Scottish Widows