Luminary 2019

We invite you to join us at Luminary 2019 for an afternoon of inspiring and educational talks, in a relaxed and friendly environment.

Brought to you in partnership with Janus Henderson UK, our Luminary event will land in Manchester at the delightful Mere Hotel & Spa on 2 October 2019. We have plenty in store for you, including sessions looking at investments and technical pensions issues, as well as motivational messages that demonstrate the benefits of pushing your own boundaries.

Luminary brings together a fantastic speaker line-up that focuses on promoting diversity within financial services and creates a learning network for like-minded professionals. It is designed to provide you with a balance of educational and motivational material, topped off with an opportunity to network with peers in a relaxed environment.

We look forward to welcoming you to the Luminary network. Spaces are limited, so please register below to secure your attendance.

Event feedback

"A well organised event with great content and relevance. I would like to attend the next session.”

“Great content, very diverse and insightful.”

Secure your space today

Register now

Agenda

Venue
Wednesday 2 October, The Mere Hotel & Spa
Address

Chester Road
Mere
Knutsford
WA166LJ
United Kingdom

Agenda HTML
11:45am

Registration opens. Lunch and drinks served on arrival.

12:30pm

Andy Witter, Business Development Manager – AJ Bell

Welcome, introduction and platform market/business update

12:45pm

Ainslie McLennan, Head of UK Balanced Funds and Fund Manager – Janus Henderson UK

Buildings for tomorrow's world

UK commercial property continues to provide investors with an attractive stream of rental income and diversification benefits. Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, will discuss the current market environment and her team’s approach of holding a portfolio of relevant, energy efficient and well-connected property assets that companies of today and the disruptors forming tomorrow’s businesses would wish to occupy.

1:15pm

Laura Suter, Personal Finance Analyst – AJ Bell

Are women the untapped investment market?

With fewer women investing than men, Laura Suter will dig into the reasons behind this and outline why the financial adviser community has subsequently become male-client focused. Addressing increasing wealth, the pension gender gap and how important it is for women to have a financial plan, Laura will also discuss what extra efforts financial firms and advisers have been making to target this market and who has been successful.

1:45pm

Coffee Break

2:00pm

Guest speaker to be announced

2:30pm

Lisa Webster, Senior Technical Consultant – AJ Bell

Cascading wealth

Lisa will take a look at tax-efficient ways of passing on wealth via pensions and ISAs. Using case studies she will investigate the planning options for those with lifetime allowance issues, how best to use the generous pension death benefit rules and how and when IHT may apply. She will also consider how to make the most of ISA additional permitted subscriptions.

3:00pm

Cor Hutton, Founder - Finding your Feet

Finding My Hands

Cor Hutton had a 5% chance of surviving her battle with sepsis in 2013. She defied the odds, but surgeons were forced to amputate both her hands and her feet. Within four months of losing her limbs, single mum Cor confounded doctors by walking a mile through Glasgow city centre on prosthetic legs, in a bid to raise awareness of 'Finding Your Feet' - the charity she had set up to help other amputees.

Cor returns to AJ Bell Luminary to tell her story, and describe her experience of becoming the first quadruple amputee to climb Kilimanjaro, and the first Scot to receive a double hand transplant.

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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