Connect

AJ Bell Connect


Using case studies and interactive sessions, the webinar puts complex technical information into a format that is easy to get to grips with. 

Welcome to AJ Bell Connect 

This webinar is specifically designed to help paraplanners and adviser support staff expand their technical pensions and investment knowledge in a relaxed environment.

With physical events still a tricky proposition due to COVID, we’re delighted to announce that we will be hosting our debut virtual AJ Bell Connect session.

Using case studies and interactive sessions, this webinar will put complex technical information into a format that is easy to get to grips with.

Head of Investment Research, Ryan Hughes, will kick things off by providing an update on recent key events in the investment world, before explaining how our AJ Bell Fundamentals service can support you with your investment research.

We will also be joined by Fidelity International’s National Development Manager, James Bird, who will be asking what might happen once the pandemic finally passes. And it wouldn’t be a Connect session without some technical expertise – so our Senior Technical Consultant, Charlene Young, will be there, looking at retirement planning opportunities for clients who could save using both a pension and a Lifetime ISA.

To close, regional Business Development Manager Matt Jonas will provide us with an update on all the latest developments on the AJ Bell Investcentre platform.

And after earning 1 hour 30 minutes of CPD time, you’ll be asked to take part in a light-hearted quiz to test your newfound knowledge. If you’re quick enough on the buzzer, you just might earn yourself a bottle of Prosecco!

Market update
Speaker Name
Ryan Hughes
Speaker Job Title
Head of Investment Research
Speaker Firm
AJ Bell Investments
Session Overview

Ryan will provide an update highlighting the recent key events in the investment industry, before introducing the AJ Bell Fundamentals service and showing you how this latest initiative from AJ Bell can further support advisers’ investment research.

About Ryan

Speaker Bio

Ryan started his career in 1999 working for an independent financial adviser, eventually progressing to become Head of Portfolio Management at an award-winning advisory firm. Ryan then joined a global asset management firm as a Fund Manager, where he oversaw more than £10bn of multi-asset portfolios and also sat on the investment and global asset allocation committees. After seven years, Ryan joined a small multi-asset boutique managing portfolios for clients all around the world, before joining AJ Bell three years later to help establish our investment capability. As Head of Active Portfolios, Ryan now oversees all actively managed investment solutions and fund research.

The roaring 2020s
Speaker Name
James Bird
Speaker Job Title
National Development Manager
Speaker Firm
Fidelity International
Session Overview

The roaring 1920s saw widespread adoption of the assembly line, the automobile, radio, motion pictures, indoor plumbing, and labour saving electric appliances. Consumerism and mass culture took shape. It was the decade of art deco and jazz, Coco Chanel & Walt Disney, The Great Gatsby and the Harlem Renaissance. It was the first truly modern decade.

So it is tempting to ask, once the virus passes, will the 2020s roar the way the 1920s did?

In this presentation, Fidelity International challenge the market assumptions and looks at the world of asset allocation a little bit differently. They will cover beneficiary sectors, regions and the potential outcome for future portfolios.

About James

Speaker Bio

James Bird has worked in financial services for 5.5 years, joining Fidelity in 2015. He is responsible for managing national relationships with major distributors including Platforms, Ratings Agencies and Nationals and Network. Prior to joining Fidelity, James was a qualified secondary school teacher, teaching History at a school in West Bromwich to 11-18 year olds. Aside from his love of History, James is a big sports fan, following Bath Rugby and England cricket. James lives in Fulham, London.

To EET or not to EET? That is the question ...
Speaker Name
Charlene Young
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

In this session, Charlene will look at the retirement planning opportunities for clients who could save using both a pension and a Lifetime ISA (LISA). Is one wrapper better for contributions than the other at different levels of income, and what does the picture look like when it comes to drawing funds at retirement? This 30-minute session will cover a range of topics and include calculations and examples to bring the numbers to life.

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 live and virtual events.

AJ Bell Investcentre - what's new?
Speaker Name
Matthew Jonas
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

In the absence of physical events, it’s been a while since we connected with you, our paraplanner network. There’s been change for us all since the pandemic – and the AJ Bell Investcentre platform is no exception. In this short session, our regional Business Development Manager, Matt, will provide an all-round update on our product developments, investment range additions, added functionality and latest website enhancements.

About Matthew

Speaker Bio

Matthew’s career in the financial services industry began in 2003 when he started working for a major high street bank. He later moved abroad to work in an international financial advisory firm, before joining AJ Bell in 2014 as a member of our Adviser Support Team. Matthew progressed to the Business Development Team in 2015, working to support advisers in the North of England. He is now responsible for promoting the platform and supporting intermediaries across the North East of England.

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