AJ Bell On the Road tour 2018

AJ Bell is back on the road for 2018, this time visiting more cities than ever before - including Aberdeen, Edinburgh, Belfast, Harrogate and Maidstone.

In total we will be visiting ten cities over seven days, and are looking forward to seeing both new and familiar faces throughout that time.

We are also delighted to announce that Abraham Okunsanya, Founder and Director of FinalytiQ, will be joining us on the road for the first time this year.

Two other new additions to the line-up are Kevin Doran, Managing Director of AJ Bell Investments, and Gary Dale, our Sales Director. We also welcome back our resident Technical Resources Consultant Lisa Webster.

Topics covered will include:


Gary Dale
Sales Director
AJ Bell

Business and platform update

Gary will open the session with a welcome and introduction to each of the sessions. He will also provide a short overview of what 2018 holds for AJ Bell, before looking at the planned enhancements to the AJ Bell Investcentre platform and how they will benefit you and your clients.

Lisa Webster
Technical Resources Consultant
AJ Bell

Technical round-up

Our Technical Resources Consultant, Lisa Webster, will provide a general overview of the most recent tax planning challenges for pensions and ISAs. She will also cover the latest DB transfer issues.

Abraham Okusanya

Cash flow planning – building a sustainable post-retirement investment strategy

In this session Abraham will outline his view on the science behind sustainable withdrawal rates for at retirement portfolios.

He'll explore some fascinating new research on how asset allocation, cash buffers and various rebalancing strategies impact on sustainable withdrawal in a retirement portfolio and he'll also discuss the myths and realities of how spending patterns change in retirement and how advisers can help clients manage longevity risk in retirement.

Kevin Doran
Managing Director
AJ Bell Investments

The outlook for 2018 – sustainable yields amidst low interest rates

Our new head of AJ Bell Investments, Kevin Doran, will take a look at how portfolios must adapt to the new normal when building sustainable yields for clients in this era of low interest rates. He will also introduce you to the new AJ Bell investments team and outline plans for our in-house investments range which, amongst other things, has been designed to deliver “active performance at passive prices”.

So, start the New Year off with two hours of CPD, a coffee and some thought-provoking content.

Register using the ‘secure your spot’ buttons below for your chosen venue.



Tuesday 30 January
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Wednesday 31 January
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Wednesday 31 January
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Thursday 1 February
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Tuesday 6 February
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Tuesday 6 February
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Wednesday 7 February
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Thursday 8 February
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Thursday 8 February
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Friday 9 February
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Contact details

Kirsty Zollinger

Events Manager
0161 876 2818

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