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AJ Bell 'On the Road' regional seminars


AJ Bell ‘On the Road’ events bring expert speakers to cities across the UK and cover a variety of topics, including investment markets, regulation and technical issues. Delivering topical content whilst earning you structured CPD time. 

We are back 'On the Road'... 

Due to the COVID-19 controls currently in place across the UK, AJ Bell's series of regional ’On the Road’ events has been postponed until spring 2021. 

We will continue to adhere to Government guidance and review our event structure to ensure the safety of our delegates.

Agenda content is now subject to change to ensure talks delivered on the day are topical and up to date.

Refreshments will be served on arrival and you’ll also earn structured CPD time for your visit.

Select your location

Madejski Stadium, Junction 11
M4
Reading
RG2 0FL
United Kingdom

Hampton by Hilton
Exeter Airport, Clyst Honiton
Exeter
EX5 2LJ
United Kingdom

Sopwell House
Cottonmill Lane
St Albans
AL1 2HQ
United Kingdom

Little Channels, Pratts Farm Lane West
Little Waltham, Chelmsford
CM3 3PR
United Kingdom

Tudor Park Marriott Hotel
Ashford Road
Bearsted
ME14 4NQ
United Kingdom

The Drift Golf Club
East Horsley
KT24 5HD
United Kingdom

Brighton
American Express Community Stadium
Brighton
BN1 9BL
United Kingdom

Technical roundup
Speaker Name
Rachel Vahey
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Rachel will take a look at the Government’s latest view of pensions and what it and the regulators are doing to help ease the strain on advisers and clients following the COVID-19 disruption. She’ll look at how these measures tackle a variety of planning issues and highlight where there is still room for improvement.

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 regulation affects 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 our website.

COVID-19: a lesson learnt
Speaker Name
Ryan Hughes
Speaker Job Title
Head of Active Portfolios
Speaker Firm
AJ Bell Investments
Session Overview

Ryan will provide a review on how the investment community has reacted to the COVID-19 crisis. Looking at market volatility and the economic outlook, he will discuss key points on long-term investing and typical behaviours displaced in turbulent times.

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 £10 billion 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.

COVID-19: a lesson learnt
Speaker Name
Simon Molica
Speaker Job Title
Fund Manager: Active Portfolios
Speaker Firm
AJ Bell Investments
Session Overview

Simon will provide a review on how the investment community has reacted to the COVID-19 crisis. Looking at market volatility and the economic outlook, he will discuss key points on long-term investing and typical behaviours displaced in turbulent times.

About Simon

Speaker Bio

Before joining AJ Bell Simon was a Portfolio Manager at Morningstar, responsible for managing a variety of different investment solutions. In his current role as Fund Manager at AJ Bell Investments he is relied upon to develop and manage both our Managed Portfolio Service and the AJ Bell Passive Funds range, and to develop our future propositions in line with customers’ needs.

Investment markets update
Speaker Name
Russ Mould
Speaker Job Title
Investment Director
Speaker Firm
A J Bell
Session Overview

Russ Mould will look at what has been happening in the markets and provide his insight into the impact of COVID-19. He will address the potential outlook for economies and portfolios for the remainder of 2020 and beyond.

About Russ

Speaker Bio

Russ Mould’s long experience of the capital markets began in 1991 when he became a Fund Manager at a leading provider of life insurance, pensions and asset management services. In 1993, he joined a prestigious investment bank, working as an Equity Analyst covering the technology sector for 12 years. Russ eventually joined Shares magazine in November 2005 as Technology Correspondent and became Editor of the magazine in July 2008. Following the acquisition of Shares' parent company – MSM Media – by AJ Bell Group, he was appointed as AJ Bell’s Investment Director in summer 2013.

Platform Update
Speaker Name
Alison Mollard
Speaker Job Title
Head of Sales (South East)
Speaker Firm
AJ Bell Investcentre
Session Overview

Your regional Business Development Manager will set the scene for the morning with a short business update, before highlighting the recent platform developments we have delivered to help you guide your clients through the current financial services landscape.

About Alison

Speaker Bio

Alison is a finance graduate with over 18 years’ experience in the financial services industry. Having worked as the National Key Accounts Manager for a large investment trust for over 10 years, she joined AJ Bell in September 2010 as a member of the Business Development Team, Alison heads up the sales team responsible for the promotion of our platform and pension products to advisers across the South East.

Platform update
Speaker Name
Mike Parker
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Your regional Business Development Manager will set the scene for the morning with a short business update, before highlighting the recent platform developments we have delivered to help you guide your clients through the current financial services landscape.

About Mike

Speaker Bio

Mike is a Fellow of the Personal Finance Society and a member of the Chartered Financial Analyst Society of the UK. Before joining AJ Bell in November 2007, he was Regional Sales Manager at a major insurance company, responsible for the development, sale and promotion of their pension products. Prior to that, Mike worked as a Pensions Development Manager, Pensions Technical Adviser and Pensioner Representative Trustee.

Platform update
Speaker Name
James Bell
Speaker Job Title
Business Development Mangaer
Speaker Firm
AJ Bell Investcentre
Session Overview

Your regional Business Development Manager will set the scene for the morning with a short business update, before highlighting the recent platform developments we have delivered to help you guide your clients through the current financial services landscape.

About James

Speaker Bio

James has over 25 years’ experience in the financial services industry, including with a specialist SIPP provider, 4 years as Financial Adviser with a national benefits IFA practice and 10 years with a multinational bank within their Equity Derivatives Division.

When not working, James enjoys surfing, stand-up paddle-boarding and supporting his daughter at her various sporting clubs

Platform update
Speaker Name
Arnie Millington
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Your regional Business Development Manager will set the scene for the morning with a short business update, before highlighting the recent platform developments we have delivered to help you guide your clients through the current financial services landscape.

About Arnie

Speaker Bio

Arnie joined AJ Bell as a SIPP Property Manager in 2016. He moved over to the Investments Team in 2016, advancing to the position of Team Leader soon after. In his current role on the Business Development Team, Arnie can assist you with queries regarding our platform and investment solutions, including our Managed Portfolio Service and fund ranges.

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