Forthcoming Events 

We have some exciting stuff planned over the next few months!  This page will eventually be replaced by individual adverts, but for the time being please set aside any dates in your diary.




September 11th (and overnight on the 10th) Evidencing Independence Looking at how through a best practice advice process you evidence that you have given independent advice – with contributions from Defaqto (on platform due diligence), a paraplanner (on how paraplanners can help in an independent advice and product selection process), The Voyantist (on what a difference comprehensive financial planning makes to your practice and the delivery of best quality independent advice), discussions on risk profiling and product switching (speakers yet to confirm). At the St Johns Hotel Solihull
December 4th (and overnight on the 3rd) The role of complex pension and investment advice How to advise clients compliantly – including presentations on the technical aspects of the new pension proposals (which will have been laid into law by then) and how to build relationships with your accountants off the back of those changes, and presentations from a range of VCT, EIS and AIM portfolio providers with a view to considering the options for the end of the tax year.    Venue to be confirmed
February 2015 - date to be confirmed Investment Special A look at a variety of investment vehicles and options, to help with CPD and good client advice – ETFs (physical or synthetic?), multi-manager funds (active or passive), an update on structured products (design and options), the active v passive debate, the role of model portfolios and the role of the DFM, and maybe even a look at using platforms to deliver solutions (or not) …Location - London, venue to be confirmed
Kevin Moss, 11/07/2014