We are delighted to be hosting a number of seminars across the North this April where we will be joined by InvestAcc Pension Administration. We will be discussing a range of relevant topics, all of which will be CPD accredited and qualifying.
A timely look at the environment and prospects for markets given the turbulent start to 2016.
The Vertem Process
How we manage portfolios and analyse investments, plus a look at what makes Vertem genuinely different as an IFA only focused DFM.
Tackling the Income Conundrum
Ideas and strategies to help satisfy the income needs of individuals and trusts (such as DGT and Loan Trusts) in a low yielding environment, without taking inappropriate risks.
Taking AIM at IHT
Our novel approach to an AIM IHT Service: transparent and sensible charging alongside personalised risk and liquidity controls to suit the current and future requirements of each client/estate.
A Year of Freedom and Choice (InvestAcc)
InvestAcc will discuss their experience since the pension reforms were introduced and what this might mean for financial planners.
As certain as Death and Taxes (or not, from a pension perspective) (InvestAcc)
InvestAcc will give a SIPP/SSAS provider’s view on evolving strategies to maximise the opportunities that arise under the new options, and implications for financial planners.
Seminar Dates / Locations
To register for one of the above seminars, please provide your details below and select which seminar you would like to attend. (Your place will be confirmed via email therefore please make sure the information you provide is correct).
Should you have any issues registering or have any queries about the upcoming seminars please feel free to contact us and we will be happy to help.
1. 19/04 PM – Hardwick Hall
2. 21/04 AM – North Lakes Hotel
3. 21/04 PM – St James Park