Venue
Ramside Hall Hotel
Ramside Hall Hotel, Ramside Hall, Carrville, Durham DH1 1TD, UK

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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
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

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

Sponsors & Partners

2019 Partners

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