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Event Date |
Wed May 22 BST (over 5 years ago)
In your timezone (EST): Wed May 22 3:45am - Wed May 22 10:45am |
Location |
Marriott Hotel
Peterborough Business Park, Lynch Wood, Peterborough PE2 6GB, 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
Tony Larkins
Chairperson, Beacon Wealth Management
Antony Teare
Stuart Podmore
Investment Propositions Director, Schroders
Mark Hassall
Committee, Moneyology Limited
Andrew Donald
Speaker, Seven Investment Management
Ryan Medlock
Royal London
Nick Eatock
Founder, Intelliflo
Mark Block
Committee, Leaf Financial Planning
Siobhan Griffin
TIME Investments
Steve Fallon
Legal & General
2019 Partners
• Legal & General Investment Management
• Schroders
• Seven Investment Management
• Royal London
• Intellifo
• Time Investments
• Legal&General