Thu Sep 6 BST (about 3 years ago)
In your timezone (EST): Thu Sep 6 12:00am - Thu Sep 6 12:00am
The Vale Resort
Hensol Park, Hensol CF72 8JY, United
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.
Legal & General Investment Management
MCS Ltd Education Officer
Jacobs & Harris Ltd Membership Officer
Zurich Financial Services
RM Financial Advice Chartered Champion
Financial Services, Moneyinfo
• M&G INVESTMENT
• BLACKROCK• PRUDENTIAL