event-feature

May 2019 Retirement Income Roadshow

Half day CPD seminar

2 May Stirling, 14-17 May Bristol, Soihull, Mere, Tankersley

Visiting Airth Castle Stirling, Bristol (venue tbc) The Marriott Arden Hotel Solihull, The Mere Court Hotel Knutsford, and Tankersley Manor Barnsley the 2019 Defaqto CPD Income in Retirement Roadshow will focus on key financial planning and retirement income issues.  They will present and discuss various retirement solutions that could add value to your client's income needs.

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

CPD      

Demonstrates the quality of an event and that it meets CII member CPD scheme requirements. Each event is accredited by the CII/PFS/CISI for 2 hours and 40 minutes of structured continuing professional development.

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

Register Now
09:30-13:40

Thursday 2 May


Airth Castle Hotel and Spa
Airth
Stirlingshire
Scotland, FK2 8JF

09:30-13:40

Tuesday 14 May


Venue tbc 

09:30-13:40

Wednesday 15 May


Forest of Arden Marriott Hotel & Country Club

Maxstoke Lane, 
Meriden
Birmingham, CV7 7HR 

Getting there

09:30-13:40

Thursday 16 May


Mere Court Hotel (not the Mere Resort)
Warrington Road
Mere
Knutsford
Cheshire, WA16 0RW

09:30-13:40

Friday 17 May


Tankersley Manor
Church Lane 
Tankersley
Barnsley, S75 3DQ

Getting there

Morning registration from 09:30 to 10:00, and the event closes at 13:45.  
Morning bacon rolls, lunch and refreshments are provided.

Presentation one:
The financial planning challenges of generating income for clients.
Presented by Pan Andreas, Head of Insight and Consulting (Funds and DFM) and Paul Tinkler, Insight Consultant (Platforms, Funds, and DFM), Defaqto

Presentation two:
Presented by Quilter Investors

Presentation three:
Presented by Miton Asset Management 

Break 

Presentation four:
Presenter to be confirmed 

Presentation five:
Presenter to be confirmed 

Lunch

Presentation six:
Roger Perry, Head of Intermediary Sales, Defaqto will also demonstrate the tools and support, provided in Engage, that can deliver compliant, evidence based information, all in one place that can only enhance efficiency and increase the effectiveness of the advice process.

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

  • Roger Perry

    Head of Intermediary Sales, Defaqto

    Roger Perry

    Rogerhas over 15 years’ experience working with financial intermediaries, including financial advise …

    Roger Perry

    Roger Perry

    Head of Intermediary Sales, Defaqto

    Roger has over 15 years’ experience working with financial intermediaries, including financial advisers, networks, service providers and insurance brokers. Roger’s main focus is working with the adviser networks and service providers, which gives him an intimate insight into the challenges of delivering financial advice including compliance, creating central investment propositions for differing client segments, consolidating financial planning tools and the advice process. As Head of Intermediary Sales he is responsible for building partnerships with Defaqto’s clients, working with them to understand their business challenges and matching our suite of products, solutions and consultancy services to help them achieve their goals.

  • Paul Tinkler

    Insight Consultant (Funds and DFM)

    Paul Tinkler

    Paulis a member of the Insight and Consulting (Funds and DFM) team, working closely with various int …

    Paul Tinkler

    Paul Tinkler

    Insight Consultant (Funds and DFM)

    Paul is a member of the Insight and Consulting (Funds and DFM) team, working closely with various internal departments and external fund managers.  His key role is to help fund managers gain a clear understanding, and therefore obtain the best value from the fund rating process.

    Paul has a broad range of experience and expertise in all aspects of adviser propositions, including risk profiling and management, technology, such as back-office systems and platforms and what it takes to create, develop and run investment solutions.

    Paul has held senior management positions in AXA Life Invest, Sesame Bankhall Group (SBG), SEI, Legal & General and Zurich (both IFA and direct sales). Gaining experience in tied, multi-tied, independent and network business models.  Most recently, Paul has specialised in the design, development and delivery of advisory investment propositions and technology solutions.  Whilst at SBG, Paul played a key role in the launch of the Optimum Investment Management, growing assets to £200m in less than 2 years, from a standing start.

    In his spare time, Paul enjoys the outdoors, taking long walks and cycle rides.

  • Pan Andreas

    Head of Insight, Defaqto

    Pan Andreas

    Panis the Head of Insight and Consulting (Funds and DFM) team, leading an expert team of insight ana …

    Pan Andreas

    Pan Andreas

    Head of Insight, Defaqto

    Pan is the Head of Insight and Consulting (Funds and DFM) team, leading an expert team of insight analysts who are responsible for Defaqto’s Ratings, Risk Mappings and authoring thought leadership articles and publications. The team also provide consultancy services to fund houses, DFMs and intermediary clients.

    Pan has held senior management and leadership roles in Allied Dunbar, Towry, Intrinsic and Sesame Bankhall Group (SBG) – gaining experience in tied, multi-tied, independent and network business models. Most recently, Pan has specialised in the design, development and delivery of advisory investment propositions and technology solutions. Whilst at SBG, Pan was responsible for the launch of the Optimum Investment Management.

    In his spare time, Pan enjoys the frustrations of trying to play golf and he is a keen scuba diver.

Core Sponsors

  • Miton Asset Management

    We are a UK fund management group that believes in the value of genuinely active management. We offe …

    Miton Asset Management

    We are a UK fund management group that believes in the value of genuinely active management. We offer high conviction, actively managed equity strategies that seek to deliver strong long-term investment performance. We offer multi-asset strategies that seek to deliver a predictable outcome. 

    Our fund managers have the scope to perform on an unconstrained basis and follow strong investment processes. They invest in companies’ shares or bonds, that in their judgement have the ability to deliver returns rather than benchmark weightings.

    We are independently minded and seek to offer funds and strategies that very deliberately set out to be different from many of those our competitors offer. We believe this differentiation and focus on a wider range of opportunities provides our fund managers with the flexibility to add more value for investors and to manage risk effectively.

    The asset management industry is facing a time of unparalleled challenges, particularly in its ability to deliver value to its underlying clients. It is our belief that genuinely active management can make a real difference to investment returns.

  • Quilter Investors

    Quilter Investors delivers institutional quality solutions to the retail investor. We are trusted to …

    Quilter Investors

    Quilter Investors delivers institutional quality solutions to the retail investor.

    We are trusted to manage £18.8bn (as at 30 September 2018) of assets on behalf of investors.

    Our investment approach is based on building robust portfolios that are diversified across international markets and across the widest range of investments to access the best opportunities, managers and asset classes. Working closely with advisers, we design solutions which deliver steady, incremental gains in a clear and transparent way.

    Our experience, expertise and excellence in multi-asset investing provides customers with the confidence to invest in their future.

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