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Event Date |
Thu May 16 BST (over 5 years ago)
In your timezone (EST): Thu May 16 3:45am - Thu May 16 10:15am |
Location |
Ramside Hall Hotel
Ramside Hall, Carrville, Durham DH1 1TD, 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
John Bruce
Chairperson, Bruce & Co Legal & Financial Ltd
Jonathan Braithwaite
Key Account Manager, LGIM
Stuart Podmore
Investment Propositions Director, Schroders
Omar Din
MHA Tait Walker Wealth Management
Gemma Siddle
Director of Client Services, Eldon Financial Planning
Tim Coverdale
Business Development Team, Seven Investment Management
Justin Corliss
Royal London
Nick Eatock
Founder, Intelliflo
Jamie Bogle
Co-Navigate Ltd
Anna Brooksbank
TIME Investments
Robert Betts
Adviser Support, Legal & General
2019 Partners
• Legal & General Investment Management
• Schroders
• Seven Investment Management
• Royal London
• Intelliflo
• Time Investments
• Legal & General