Book your free place at Bankhall's first round of fully accredited Professional Development Days 2018 at one of 13 venues across the UK, to hear about the latest developments in the investment, pensions and protection market, and to understand the regulatory impact for your firm.
Featuring presentations delivered by Bankhall's selected provider partners, these events offer 4.5 hours' CPD and are designed to provide relevant insights for wealth planners, paraplanners and anyone in a compliance role.
|09.00||Registration, networking and exhibition|
Impact Of MiFID II On Investment Solutions On The Retirement Runway |
Join us to hear from Investec Asset Management on the macro challenges on the investment horizon, the impact of MiFID II from a group fund perspective, and key factors in designing a sustainable CRP.
|10.25||The Good, The Bad And The Ugly
By Seneca Investment Managers
In this presentation Seneca Investment Managers look at the "good, bad and ugly" of investment management. Join us to hear views on the benefits and pitfalls of both passive and active investment management.
|11.10||Coffee break and exhibition|
|11.30||Relevant Life Masterclass
By Scottish Widows
Book your place at Round 1 of Bankhall's Professional Development Days 2018 to hear from Scottish Widows on the opportunity presented by Relevant Life Plans - for both your clients and your business.
In this quick 20-minute session, we will give a brief introduction to the topics that will be covered in the afternoon regulatory session from Bankhall, including MiFID II, IDD, GDPR, PRIIPS and DB transfers.
|12.35||Lunch break and exhibition|
Join us to explore how your business could benefit from technology to become more efficient and profitable through technology. Plus, discover some of the help available to you including, in-line with MiFID II, how Aviva can support your business.
|13.50||1.50pm | Inheritance Tax Planning: Focusing On BPR
By Octopus Investments
In this session, we explore how investments that qualify for BPR can complement and enhance more traditional estate planning strategies. Discover how you could use BPR-qualifying investments to solve common estate-planning issues.
Make sure you stay for the final regulatory session from Bankhall, when we'll take a closer look at the areas of MiFID II where questions are still being raised, as well as providing an overview of the key impacts of IDD, GDPR and PRIIPS, and a look at the FCA's findings on DB transfers.
Book your place
Click here to choose from 13 dates and locations and book your free place at a fully-accredited Professional Development Day, to develop your understanding of the investment, pensions and protection market, and to earn 4.5 hours' CPD.