AJ Bell’s spring ‘On the Road’ tour 2019

AJ Bell Investcentre is back on the road for 2019’s spring tour, visiting eight cities over four days between 4 and 7 March, industry expert Rory Percival and Director of Regis Media Robin Powell will join our in-house experts to provide two hours of thought-provoking content.


Speakers


Robin Powell
Director
Regis Media

Price versus value – how to justify investment costs

Robin Powell from The Evidence-Based Investor explores the cost of investing and the questions advisers need to ask to ensure that the products and strategies they recommend are in their clients’ best interests.

Robin will analyse and outline the impact of fees and charges on long-term net returns. He will also look at whether cost is a predictor of future fund performance; how you calculate the total cost an investor pays; whether it is worth paying a premium for active management; and whether you should stick to low-cost index funds, or if you can justify a blended approach.


Charlene Young
Senior Technical Consultant
AJ Bell

Plexit: How hard is it to leave your platform for another?

Between PROD and the Platform Market Study, the FCA is doubling its focus on advised platforms and suitability. Charlene will take a look at the barriers faced by advisers when looking to switch platforms for existing clients.


Rory Percival
Regulatory Expert

Understanding the FCA’s PROD rules

The FCA’s PROD rules have been in force for over a year now but there is concern that many firms are not adequately familiar with them or how to comply. Rory will take a deep dive into the PROD rules and look at how advisers can comply in a good practice way that may also help firms be more robust in their approach to investment and platform selection, and advisory services to their clients.


Kevin Doran
Chief Investment Officer
AJ Bell

The A-Z of CRP

With over a third of folk who take financial advice already in retirement, Kevin will take a look under the bonnet of a Central Retirement Proposition and see how the pieces of the jigsaw fit together, especially in a PROD environment.

Platform update by your Business Development Manager

Your regional Business Development Manager will deliver a short update on everything that’s new with AJ Bell, including a business update and details on the forthcoming developments on the AJ Bell Investcentre platform.

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


Dates

Edinburgh
Sheraton Grand Hotel & Spa

Monday 4 March
Registration at 8.30am

Secure your spot Agenda

Glasgow
Blythswood Square Hotel

Monday 4 March
Registration at 2.30pm

Secure your spot Agenda

Manchester
The Mere Hotel & Spa

Tuesday 5 March
Registration at 8.30am

Secure your spot Agenda

Leeds
Leeds United, Elland Road

Tuesday 5 March
Registration at 2.30pm

Secure your spot Agenda

Birmingham
National Conference Centre

Wednesday 6 March
Registration at 8.30am

Secure your spot Agenda

Bristol
Engineers’ House

Wednesday 6 March
Registration at 2.30pm

Secure your spot Agenda

London
Grange Tower Bridge Hotel

Thursday 7 March
Registration at 8.30am

Secure your spot Agenda

Gatwick
Copthorne Hotel

Thursday 7 March
Registration at 2.30pm

Secure your spot Agenda

Contact details

Kirsty Zollinger

Events Manager
Kirsty.Zollinger@ajbell.co.uk
0161 876 2818

Ask a question
Top