Yorkshire Regional Conference Q2 2019 | Personal Finance Society | 1 May 2019 | Elland Road, Elland Rd, Leeds LS11 0ES, UK
Venue
Elland Road
Elland Road, Elland Rd, Leeds LS11 0ES, UK
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date |
Wed May 1 CEST (over 5 years ago)
In your timezone (EST): Wed May 1 2:45am - Wed May 1 9:45am |
| Location |
Elland Road
Elland Rd, Leeds LS11 0ES, 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
Alan Sensicall
Education Officer, ADS Financial Planning
Paul Pugh
Third Party Distribution Channels, Legal & General Investment Management
Phil Robotham
Financial Institutions & Strategic Accounts, Schroders
Veronica Wilkinson
Charles Wilkinson Financial Planning
Stephen Wilkinson
Charles Wilkinson Financial Planning
Tim Coverdale
Business Development Team, Seven Investment Management
Ryan Medlock
Royal London
Richard Wake
Intellifo
David McCabe
Chairperson, Five Point Consulting Ltd
Anna Brooksbank
TIME Investments
Richard Smith
Protection Specialist, Zurich
Sponsors & Partners
2019 Partners
• Legal & General Investment Management
• Schroders
• Seven Investment Management
• Royal London
• Intelliflo
• Time Investments
• Zurich