Roadshow Special 2021

Roadshow Special - Spring 2021


Our ‘Off the Road’ webinar series allows you to engage with our Technical and Investment Teams from afar as they deliver a wealth of useful technical and market-related content.

AJ Bell's spring roadshow will be delivered as a morning webinar qualifying for 90 minutes’ structured CPD time. 

Grab yourself a cuppa before you settle in for presentations from our resident technical and investment experts as they bring you the latest news and provide plenty of insight on how to best help your clients at this challenging time. 

Sessions include technical presentations from our trio of senior technicians Lisa Webster, Rachel Vahey and Charlene Young as well as a talk from our Chief Investment Officer Kevin Doran. 

Download the agenda for full details of each session. 

Business and Platform update
Speaker Name
Gary Dale
Speaker Job Title
Sales Director
Speaker Firm
AJ Bell Investcentre
Session Overview

Gary will provide an update on the latest AJ Bell business figures and the platform market, as well as a run-through of the latest AJ Bell Investcentre products and developments.

About Gary

Speaker Bio

Gary joined AJ Bell in 2017, bringing with him over 20 years’ experience at some of the UK’s best-known asset management and life companies. In a previous role as the Head of Advisory Sales at a major investment solutions provider, Gary took responsibility for the distribution of all products into the UK, giving him a deep understanding of the modern adviser market and the tools needed to meet their clients’ requirements.

What the f...urlough?
Speaker Name
Charlene Young
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Twelve months ago, nobody had heard of the word furlough. With the UK’s vaccine rollout continuing at impressive speed, hope is shifting to life after lockdown and focus on how the money spent supporting lives and livelihoods might be repaid.    

In this session, Charlene will look at the weird and wonderful policy proposals that have reportedly crossed the desk of the Chancellor – and what impact they could have on advisers and their clients. She will also look at whether the support packages highlight the need to change the conversation around employment, self-employment and everything in between.

About Charlene

Speaker Bio

Charlene is a Chartered Financial Planner with over 12 years' experience in financial services. She joined AJ Bell in 2014 after relocating to Manchester from Bristol, where she held financial planner and paraplanner roles at leading firms. In addition to analysing and commenting on technical and regulatory issues, Charlene also speaks at AJ Bell’s live and virtual events.

Scams, nudges and retirement advice; what’s next for pensions?
Speaker Name
Rachel Vahey
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

There’s no such thing as a quiet year in pensions. As lockdown lessens, regulators and the Government will get back to the day-to-day business of changing the world of pensions one policy at a time. 
Rachel will take you through the mammoth tasks that lie ahead in the next few months, including stopping the scammers, nudging customers towards making better decisions, and taking a look at the nature of advice given to customers making retirement income decisions.
 

About Rachel

Speaker Bio

Rachel is a Senior Technical Consultant helping financial advisers and planners understand the changing pensions and savings environment, as well as how new legislation and regulations affect them and their clients. She’s well known within the pensions and savings industry, and regularly speaks at AJ Bell events, alongside writing content and articles for the trade press and our website.

Keep calm and carry forward
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Many clients will have experienced disruption to their cash flow in 2020/21 – be it unexpected surplus funds due to restricted spending, or an unwelcome hit to income. Lisa will take a look at how to time pension contributions for maximum tax efficiency, with a look at both carry forward and the impact of the taper rules.

About Lisa

Speaker Bio

Lisa is an economics graduate with over 11 years’ experience in the financial services industry. Prior to joining AJ Bell in May 2014, she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Resources Team, responsible for providing regulatory and technical analysis to the business and outside world.

Build back better?
Speaker Name
Kevin Doran
Speaker Job Title
Chief Investment Officer
Speaker Firm
AJ Bell Investments
Session Overview

Whilst the human consequences of COVID-19 have been immense, the pandemic has also laid low any semblance of sensible fiscal or monetary policy. In an effort to put the economy back on its feet, the search for short-term growth seems set to unleash a host of unintended consequences – particularly for the most cautious and conservative of investors. Kevin will also look at conditions where inflation rears its head and will demonstrate how just such conditions are about to come into existence.

Should you incorporate such factors into your investment models, ready for the regulator to come knocking? Avoid the industries next mis-selling scandal whilst you still can.

About Kevin

Speaker Bio

Kevin began his career in the financial services industry as an Investment Analyst, eventually progressing to become Chief Investment Officer at a major private bank. He then took on the position of Group Head of Research & Strategy for a Luxembourg-based private banking group, before moving into a number of consultant roles for various investment management and banking businesses. In October 2017, he joined AJ Bell Investments as Managing Director and CIO.

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