event-feature

Wealth preservation - Defaqto Roadshow

Half day CPD seminar

Visiting 9 May Belfry Resort, 10 May Tankersley Manor, 11 May De Vere Cranage Hall nr Holmes Chapel and Knutsford

 


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Wealth: the preservation and growth challenges of 2023 – inflation, cost of living, how will you deliver your clients’ goals? Faced with the mis-match between savings rates and inflation, there are relatively few ways to safely preserve your wealth, sustain your income, let alone help it to grow

Dates and venues
9 May, Belfry Resort, The Royal Town of Sutton Coldfield. Guest speaker Claire Trott, Technical Connection.
10 May, Tankersley Manor, Barnsley. Guest speaker,  Daniela Silcok, Head of Policy Research, The Pensions Policy Institute
11 May, De Vere Cranage Hall, near Holmes Chapel and Knutsford.  Guest speaker,  Daniela Silcok, Head of Policy Research, The Pensions Policy Institute

9 out 10 previous attendees recommend our Roadshows for the perfect balance of structured quality content and valuable networking opportunities. 

CPD      

There will be seven presentations on each date. All of the speakers will be available for live Q&A after each session. Registration takes place from 08:45 to 09:15, and closes at 13:50. There is complimentary parking and refreshments at all locations. These events are exclusive to authorised investment advisers only (or officers of a regulated advice business). This event is accredited by CII / Personal Finance Society member CPD scheme and delegates can claim up to 2 hours and 50 minutes of CPD.

9 out of 10 previous attendees recommend our events for the perfect balance of structured quality content.

Please note that these events are exclusive to authorised investment advisers only (or officers of a regulated advice business).

Core Sponsors

  • CCLA

    CCLA (Churches, Charities and Local Authorities) has been managing investments on behalf of non-prof …

    CCLA

    CCLA (Churches, Charities and Local Authorities) has been managing investments on behalf of non-profit making organisations since 1958 and is a private limited company, whose shares are owned by it’s clients through their holdings in the CBF Church of England Investment Fund (54%), the COIF Charities Investment Fund (22%) , the Local Authorities Mutual Investment Trust (LAMIT, 13%) and CCLA Directors and Employees (11%). Assets under management were £14.5bn as-at end of 2021, which compares with £8.5bn as-at end of 2017. The majority of AUM are on the behalf of charities (as opposed to local authorities or intermediary/retail market clients).

  • Sanlam

    Sanlam has a rich heritage that dates back over 100 years. During that time, we have gone from seven …

    Sanlam

    Sanlam has a rich heritage that dates back over 100 years. During that time, we have gone from seven founders in Cape Town to a successful global business, managing over £58 billion (Dec 2022). We have been in the UK since 1996 and have built a business committed to giving people total, long term financial confidence.

  • BNY Mellon

    BNY Mellon is a global investments company dedicated to helping its clients manage and service their …

    BNY Mellon

    BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment and wealth management and investment services in 35 countries. As of Sept. 30, 2022, BNY Mellon had $42.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.

  • UBS Asset Management

    UBS Asset Management is a large-scale asset manager with a presence in 22 countries. It offers inves …

    UBS Asset Management

    UBS Asset Management is a large-scale asset manager with a presence in 22 countries. It offers investment capabilities and investment styles across all major traditional and alternative asset classes to institutions, wholesale intermediaries and wealth management clients around the world. It is a leading fund house in Europe, the largest mutual fund manager in Switzerland, the second largest fund of hedge funds manager and one of the largest real estate investment managers in the world.

  • Pensions Policy Institute (PPI)

    Pensions affect everyone. But too few people understand them and what is needed for the provision of …

    Pensions Policy Institute (PPI)

    Pensions affect everyone. But too few people understand them and what is needed for the provision of an adequate retirement income. The PPI wants to change that. We believe that better information and understanding will lead to a better policy framework and a better provision of retirement income for all. The PPI aims to be an authoritative voice on policy on pensions and the provision of retirement income in the UK. The PPI has specific objectives to: Provide relevant and accessible information on the extent and nature of retirement provision Contribute fact-based analysis and commentary to the policy-making process Extend and encourage research and debate on policy on pensions and retirement provision Be a helpful sounding board for providers, policy makers and opinion formers Inform the public debate on policy on pensions and retirement provision. We believe that the PPI is unique in the study of pensions and retirement provision, as it is: Independent, with no political bias or vested interest Led by experts focused on pensions and retirement provision Considering the whole pension framework: state, private, and the interaction between them Pursuing both academically rigorous analysis and practical policy commentary Taking a long-term perspective on policy outcomes on pensions and retirement income Encouraging dialogue and debate with multiple constituencies

  • Technical Connection

    Technical Connection is dedicated to the creative use of information and intelligence that is releva …

    Technical Connection

    Technical Connection is dedicated to the creative use of information and intelligence that is relevant to the support and development of your business. We are not authorised to do investment business and so concentrate on key tax and legal issues as part of the financial planning process including cash flow planning. We can thus work in complete harmony with you to ensure that your clients get the optimum advice possible. The range of services available from Technical Connection and its associated businesses are constantly reviewed, monitored and, where necessary, reinvented or supplemented. Our turnkey Techlink Professional solution enables you to plug in without delay on a free trial basis. Use the Contact Us page to find out how we can help you.

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