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.

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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. 

About the day
Business and Platform update
Gary Dale
Sales Director
AJ Bell Investcentre

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

What the f...urlough?
Charlene Young
Senior Technical Consultant
AJ Bell

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

Scams, nudges and retirement advice; what’s next for pensions?
Rachel Vahey
Senior Technical Consultant
AJ Bell

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

Keep calm and carry forward
Lisa Webster
Senior Technical Consultant
AJ Bell

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

Build back better?
Kevin Doran
Chief Investment Officer
AJ Bell Investments

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

Get in touch

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

Kirsty Zollinger
Kirsty Zollinger
Events Manager
Email Kirsty
Anya Gorton
Anya Gorton
Events Executive
Email Anya

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