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.

Come and join the AJ Bell Connect Network and enjoy an afternoon of educational content with the additional networking element to finish the day. Complex technical information converted to case studies and easy to understand formats – what’s not to love? Join our network today and register for our next event.

Event feedback

“I like your focus on technical help rather than trying to just sell/promote AJ Bell. It makes me more likely to use a company who don’t push so hard.”

“Very informative event and great networking."

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Agenda

Venue

Venue
Tuesday 9 July 2019 | Marriott Hotel, Leeds
Address

4 Trevelyan Square
Boar Lane
Leeds
LS1 6ET
United Kingdom

Agenda HTML
10.00am

Matt Jonas, Business Development Manager - AJ Bell

Opening introductions and welcome

10.05am

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

Behavioural Finance

Simon will explain the ins and outs of behavioural finance and why it is an important and very relevant topic in today’s markets. As well as discussing the key concepts of behavioural finance, Simon will look at the issues investors should consider in order to avoid any pitfalls.

10.35am

Lisa Webster, Senior Technical Consultant – AJ Bell

Investing for the young

Lisa will take a look at the options for tax-efficient investing for children and young people. Using case studies she will investigate the planning options with ISAs, SIPPs and bare trust accounts, looking at the practical considerations of how to maximise all the family’s allowances.

11.10am

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

What lessons can be learnt from the Woodford suspension?

A look at the Woodford fund suspension, how appropriate fund research can help avoid these situations and what the wider implications may be for the fund management industry over the long term.

11.30am

Matt Jonas, Business Development Manager – AJ Bell Investcentre

Next generation planning

Matt will talk about generational financial planning and how AJ Bell is helping advisers develop early relationships with beneficiaries of current assets #AJBellNextGen.

Venue

Venue
Tuesday 9 July | Exchange Quay
Address

4 Exchange Quay
Salford Quays
Manchester
M5 3EE
United Kingdom

Agenda HTML
2.30pm

Andy Witter, Business Development Manager - AJ Bell

Opening introductions and welcome

2.35pm

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

Behavioural Finance

Simon will explain the ins and outs of behavioural finance and why it is an important and very relevant topic in today’s markets. As well as discussing the key concepts of behavioural finance, Simon will look at the issues investors should consider in order to avoid any pitfalls.

3.05pm

Andy Witter, Business Development Manager – AJ Bell Investcentre

Next generation planning

Andy will talk about generational financial planning and how AJ Bell is helping advisers develop early relationships with beneficiaries of current assets #AJBellNextGen.

3.20pm

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

What lessons can be learnt from the Woodford suspension?

A look at the Woodford fun suspension, how appropriate fund research can help avoid these situations and what the wider implications may be for the fund management industry over the long term.

3.40pm

Lisa Webster, Senior Technical Consultant – AJ Bell

Investing for the young

Lisa will take a look at the options for tax-efficient investing for children and young people. Using case studies she will investigate the planning options with ISAs, SIPPs and bare trust accounts, looking at the practical considerations of how to maximise all the family’s allowances.

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

Marketing Assistant
anya.gorton@ajbell.co.uk

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