Plymouth & Cornwall Regional Conference Q2 2019 | Personal Finance Society | 4 June 2019 | Lanhydrock Hotel and Golf Club, Lostwithiel Rd, Bodmin PL30 5AQ, UK
Venue
Lanhydrock Hotel and Golf Club
Lanhydrock Hotel and Golf Club, Lostwithiel Rd, Bodmin PL30 5AQ, UK
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| Event Date |
Tue Jun 4 BST (over 5 years ago)
In your timezone (EST): Tue Jun 4 3:45am - Tue Jun 4 10:45am |
| Location |
Lanhydrock Hotel and Golf Club
Lostwithiel Rd, Bodmin PL30 5AQ, 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
Ged Dixon
Chairperson, Morlaix Ltd
Ben Cherrington
LGIM
Phil Robotham
Financial Institutions & Strategic Accounts, Schroders
Kate Gannon
Gannon Wealth Management
Rosie Falco
Chartered Champion, Evans Falco LLP
Andrew Donald
Business Development Team, Seven Investment Management
Justin Corliss
Royal London
Cathy Davies
Intelliflo
Mike LeGassick
Manning and Company
Chris Horsford
TIME Investments
Richard Kateley
Legal & General
Sponsors & Partners
2019 Partners
• Legal&General Investment Management
• Schroders
• Seven Investment Management
• Royal London
• Intelliflo
• Time Investments
• Legal&General