Welcome to AJ Bell Connect – a series of seminars designed to help Paraplanners expand their pensions technical and investment knowledge in a relaxed environment. Using case studies and interactive sessions, the seminars put complex technical information into a format that is easy to get to grips with. After earning two hours of CPD time, attendees will then get an opportunity to network with their peers.

Event details

Manchester

Date:
Wednesday 12 December 2018

Time:
2pm arrival. 5pm close. Networking until 7pm

Venue:

AJ Bell
4 Exchange Quay
Salford Quays
Manchester
M5 3EE

Agenda Register here


Agenda

2.00pm

Registration

2.30pm

Opening introductions and welcome


Andy Witter – Business Development Manager, AJ Bell Investcentre

2.35pm

Demystifying fund selection


Ryan Hughes, Head of Active Portfolios, AJ Bell Investments

3.05pm

Making the most of pension allowances


Lisa Webster – Senior Technical Consultant, AJ Bell

3.35pm

Break

3.45pm

Inheritance Tax (IHT) and pensions


Charlene Young, Senior Technical Consultant – AJ Bell

4.15pm

What is UX? (Hint: it’s all about you!)


Lee Summerfield, UX Designer – AJ Bell

4.30pm

Functionality update


Andy Witter, Business Development Manager – AJ Bell Investcentre

4.40pm

Test your knowledge

5.00pm

Networking

Contact details

Kirsty Zollinger

Events Manager
Kirsty.Zollinger@ajbell.co.uk
0161 876 2818

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Anya Gorton

Marketing Assistant
Anya.Gorton@ajbell.co.uk
0161 876 3102

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