South Wales Regional Conference Q2 2019 | Personal Finance Society | 8 May 2019 | The Celtic Manor Resort, Coldra Woods, The Usk Valley, Caerleon, Newport NP18 1HQ, UK

Venue
The Celtic Manor Resort
The Celtic Manor Resort, Coldra Woods, The Usk Valley, Caerleon, Newport NP18 1HQ, UK

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Event Date Wed May 8 CEST (over 5 years ago)
In your timezone (EST): Wed May 8 2:45am - Wed May 8 9:45am
Location The Celtic Manor Resort
Coldra Woods, The Usk Valley, Caerleon, Newport NP18 1HQ, 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

Kelvyn M Hatch
Chairperson, Acumen Investment Solutions Ltd

Paul Pugh
Third Party Distribution Channels, Legal & General Investment Management

Stuart Podmore
Director, Schroders

Tony Thomas
Wealthmasters Financial Management

Andrew Donald
Business Development Team, Seven Investment Management

Justin Corliss
Financial Services, Royal London

Paul Thomson-Clark
Client Solutions Consultant

Peter Harris
Membership Officer, Jacobs & Harris Ltd

David Hughes
Senior Business Development Manager, TIME Investments

Steve Evans
Scottish Widows

Sponsors & Partners

2019 Partners

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