AJ Bell Connect

AJ Bell Connect is designed to help Paraplanners and trainee advisers expand their technical pensions and investment knowledge in a relaxed environment.

Welcome to AJ Bell Connect – a series of seminars designed to help paraplanners expand their technical pensions and investments 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 over refreshments.

As our network continues to expand, we are pleased to announce additional seminar dates across the North.

Event feedback

“Really useful, relevant and timely sessions. Looking forward to the next event.”

“Enjoyed the quiz."

Agenda

Venue

Venue
Thursday 12 December | DoubleTree by Hilton, Leeds
Address

DoubleTree by Hilton
Granary Wharf
Leeds
LS1 4BR
United Kingdom

Agenda HTML
9.30am

Registration

Tea, coffee and refreshments served.

10.00am

Matt Jonas, Business Development Manager – AJ Bell Investcentre

Opening introductions and welcome

10.05am

Ryan Hughes, Head of Active Portfolios - AJ Bell Investments

The importance of liquidity and due diligence

Following the raft of recent fund suspension headlines, Ryan Hughes will take a deep dive into liquidity and due diligence. He'll discuss the outcome of the FCA's latest paper on liquidity and look at where the regulator may head next and what the wider implications may be for the fund-management industry. Ryan will address the importance of liquidity and due diligence and how it impacts fund research, plus how appropriate research can help avoid these situations over the long term.

10.35am

Lee Summerfield, UX Designer - AJ Bell

Shaping the future of Investcentre

Lee offers a glimpse into our approach when designing the AJ Bell Investcentre V2 platform, and how we put our users' needs at the very heart of the process. He goes on to explain why we need your help, your feedback and your engagement, and how we use this for your benefit.

10.55am

Rachel Vahey, Senior Technical Consultant – AJ Bell

Ill health in pensions and lifetime allowance dilemmas

This two-part presentation will first of all look at taking benefits under the ill health and severe ill heath rules - what key requirements have to be met and what paperwork is needed. The second part will explore some classic dilemmas clients are facing today as their pension savings approach the lifetime allowance: should they continue funding and when is the optimum time to break the pension piggy bank and start to draw down income?

11.25am

Matt Jonas, Business Development Manager – AJ Bell Investcentre

AJ Bell Investcentre enhancements

Your regional Business Development Manager, Matt Jonas, will deliver a short session, explaining how AJ Bell is looking to provide solutions to a wider base of your clients.

11.45am

Test your knowledge

Quiz time

Take part in our quiz and test your new-found knowledge. The winners will receive a bottle of Prosecco.

12.00pm

Network

Eat, drink and chit-chat

1.00pm

Close

Venue

Venue
Thursday 12 December | Exchange Quay, Manchester
Address

4 Exchange Quay
Salford Quays
Manchester
M5 3EE
United Kingdom

Agenda HTML
2.00pm

Registration

Tea, coffee and refreshments served.

2.30pm

Andy Witter, Business Development Manager – AJ Bell Investcentre

Opening introductions and welcome

2.35pm

Ryan Hughes, Head of Active Portfolios - AJ Bell Investments

The importance of liquidity and due diligence

Following the raft of recent fund suspension headlines, Ryan Hughes will take a deep dive into liquidity and due diligence. He'll discuss the outcome of the FCA's latest paper on liquidity and look at where the regulator may head next and what the wider implications may be for the fund-management industry. Ryan will address the importance of liquidity and due diligence and how it impacts fund research, plus how appropriate research can help avoid these situations over the long term.

3.05pm

Lee Summerfield, UX Designer - AJ Bell

Shaping the future of Investcentre

Lee offers a glimpse into our approach when designing the AJ Bell Investcentre V2 platform, and how we put our users' needs at the very heart of the process. He goes on to explain why we need your help, your feedback and your engagement, and how we use this for your benefit.

3.25pm

Rachel Vahey, Senior Technical Consultant – AJ Bell

Ill health in pensions and lifetime allowance dilemmas

This two-part presentation will first of all look at taking benefits under the ill health and severe ill heath rules - what key requirements have to be met and what paperwork is needed. The second part will explore some classic dilemmas clients are facing today as their pension savings approach the lifetime allowance: should they continue funding and when is the optimum time to break the pension piggy bank and start to draw down income?

3.55pm

Andy Witter, Business Development Manager – AJ Bell Investcentre

AJ Bell Investcentre enhancements

Your regional Business Development Manager, Andy Witter, will deliver a short session, explaining how AJ Bell is looking to provide solutions to a wider base of your clients.

4.15pm

Test your knowledge

Quiz time

Take part in our quiz and test your new-found knowledge. The winners will receive a bottle of Prosecco.

4.30pm

Network

Eat, drink and chit-chat

6.00pm

Close

Get in touch

Got a question or want to provide feedback? Contact our events team below.

Kirsty Zollinger

Events Manager
Kirsty.Zollinger@ajbell.co.uk

Anya Gorton

Events Executive
Anya.Gorton@ajbell.co.uk

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