Welcome to AJ Bell Connect – a series of seminars designed to help Paraplanners expand their technical pensions 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 1 hour 30 minutes of CPD time, attendees will then get an opportunity to network with their peers.

Event details

London

Date:
Wednesday 1 May 2019

Time:
1.30pm arrival. 4pm close.
Networking until 6pm

Venue:

M&G Investments
10 Fenchurch Avenue
London
EC3M 5AG

Agenda Register here


Agenda

1.30pm

Registration

2.00pm

Opening introductions and welcome


Alison Mollard, Business Development Manager, AJ Bell Investcentre

2.05pm

Behavioural Finance


Simon Molica, Fund Manager: Active Portfolios – AJ Bell Investments

2.30pm

Inheritance Tax (IHT) and pensions


Charlene Young, Senior Technical Consultant – AJ Bell

3.00pm

Can we invest for profit and positive impact?


Véronique Chapplow, Investment Specialist – M&G Investments

3.30pm

Platform update


Alison Mollard, Business Development Manager – AJ Bell Investcentre

3.45pm

Test your knowledge

4.00pm

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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