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‘On the Road’ spring tour


Register for your closest session and listen to our expert speakers discuss investment markets, regulation and technical issues.
 

AJ Bell is back ‘On the Road’ with our spring tour visiting six cities throughout the UK. We’ll keep you informed on the important stuff we think you need to know about and look forward to sharing our expert insight with you. 

What’s in store?

Our sessions will include a short platform and business update looking at AJ Bell Investcentre’s latest platform developments and an Investment Market update. 

It wouldn’t be an AJ Bell ‘On the Road’ event without our industry renowned technical roundup, ensuring you don’t fall foul of any FCA developments. We’ll focus on the abolition of the Lifetime Allowance and the latest regulatory changes coming down the line from the FCA. Our one-stop shop to keep you updated on the important stuff you need to know about. 

We'll also provide you with an overview of the Retirement Income Review and what this means for advisers and their clients showing how the detail links to your Consumer Duty requirements.  

As always, we’ll have food and drink ready for you on arrival and we look forward to saying hello. All sessions qualify for structured CPD.
 

Select your location

Aztec Hotel & Spa
Aztec West, Almondsbury
Bristol
BS32 4TS
United Kingdom

American Express Stadium,
Village Way,
Brighton
BN1 9BL
United Kingdom

Stormont Hotel,
Upper Newtownards Road,
Belfast
BT4 3LP
United Kingdom

Platform update
Speaker Name
Kenny Boyd
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Kenny Boyd will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Kenny

Speaker Bio

Kenny is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

Platform update
Speaker Name
Greg Morton
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Greg will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Greg

Speaker Bio

Greg has over 10 years’ experience in platform and investment sales, with his expertise lying in working closely with firms on streamlining and growing their businesses. Greg works alongside our South West Sales Team to deliver top notch support to our customers

Platform update
Speaker Name
Michael Teetsun
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Michael will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Michael

Speaker Bio

Michael is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

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

Alison will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Alison

Speaker Bio

Alison is a finance graduate with over 20 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 UK.

Outlook for 2024
Speaker Name
Russ Mould
Speaker Job Title
Investment Director
Speaker Firm
A J Bell
Session Overview

In his talk, our Investment Director, Russ Mould, will look at the potential outlook for economies, markets and portfolios in the year ahead 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.

Technical roundup
Speaker Name
Lisa Webster
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

It wouldn’t be an AJ Bell ‘On the Road’ event without our industry renowned technical roundup. In this session we’ll ensure you don’t fall foul of any FCA developments, and are kept up to speed with the latest regulatory changes including a focus on the planned abolition of the Lifetime Allowance. Our one-stop shop to keep you updated on the important stuff you and your clients need to know about.

About Lisa

Speaker Bio

Lisa is an Economics graduate with over 11 years’ experience in the financial services industry. Prior to joining AJ Bell in May 2014 she spent nine years working in senior technical and consultancy roles at a major SIPP and SSAS provider. Lisa is part of our Technical Resources Team, responsible for providing regulatory and technical analysis to the business and outside world.

Retirement Income Review
Speaker Name
Rachel Vahey
Speaker Job Title
Head of Public Policy
Speaker Firm
AJ Bell
Session Overview

Rachel will take a look at the latest from the regulator on the Retirement Income Review and discuss the key points advisers should be mindful of.   

About Rachel

Speaker Bio

Rachel is Head of Public Policy 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.

Why the Retirement Income Review needs to be at the top of your priority list
Speaker Name
James Brennan
Speaker Job Title
Director
Speaker Firm
CATS
Session Overview

We are looking forward to welcoming James Brennan, Director of CATS as our spring tour guest speaker. James will provide an overview of the Retirement Income Review, looking at the true meaning of fair value and how this links into to your Consumer Duty requirements. He’ll dive into some of the FCA’s concerns and ask what else they should be addressing. Linking all of this together he’ll help decipher what ‘value’ really looks like to both you and your clients.

About James

Speaker Bio

James started his career in Financial Services over 20 years ago. During this time James has gained a wealth of experience of Compliance, Paraplanning and advising clients.

James became a Director in 2022 to help Mel and Martyn in developing the business and the team. James is a member of the CII and is a Chartered Financial Planner.

Why the Retirement Income Review needs to be at the top of your priority list
Speaker Name
Mel Holman
Speaker Job Title
Managing Director
Speaker Firm
CATS
Session Overview

We are looking forward to welcoming Mel Homan, Managing Director of CATS as our spring tour guest speaker. Mel will provide an overview of the Retirement Income Review, looking at the true meaning of fair value and how this links into to your Consumer Duty requirements. She’ll dive into some of the FCA’s concerns and ask what else they should be addressing. Linking all of this together she’ll help decipher what ‘value’ really looks like to both you and your clients.

About Mel

Speaker Bio

Mel is a certified and chartered financial planner and has worked in the field of compliance since 1995. Mel is Director and founder of CATS. Mel formed CATS in 2005 after realising that Financial Advisers firms had a need for a Compliance Support company that rolled up their sleeves and got involved to take away the stress of managing a business whilst ensuring they were complying with the regulator.

Whilst Mel is one of those strange people who enjoys compliance, in her spare time she enjoys running, general keep fit and the occasional glass of wine and spending time with her family, especially her two Granddaughters.

Retirement Solutions
Speaker Name
Andy Adshead
Speaker Job Title
Business Development Manager - Investments
Speaker Firm
AJ Bell Investcentre
Session Overview

Andy will discuss a variety of ‘at retirement’ solutions taking into consideration CGT tax planning, volatility bands and risk. This insightful session should help you evaluate your current solutions, and check they work for you and your clients, whilst taking into account regulatory considerations.

About Andy

Speaker Bio

Andy is on hand to support you with on-platform and off-platform investments in the AJ Bell Funds and MPS solutions, and to handle any queries about our external platform partners.

Retirement Solutions
Speaker Name
Brian Donald
Speaker Job Title
Business Development Director - Investments South
Speaker Firm
AJ Bell Investcentre
Session Overview

Brian will discuss a variety of ‘at retirement’ solutions taking into consideration CGT tax planning, volatility bands and risk. This insightful session should help you evaluate your current solutions, and check they work for you and your clients, whilst taking into account regulatory considerations.

About Brian

Speaker Bio

Brian is on hand to support you with on-platform and off-platform investments in the AJ Bell Funds and MPS solutions, and to handle any queries about our external platform partners.

Platform update
Speaker Name
Greg Morton
Speaker Job Title
Business Development Director - South West
Speaker Firm
AJ Bell Investcentre
Session Overview

Greg will give a short update on AJ Bell Investcentre, including a look at our business financials. He’ll also look at developments in the wider platform market as a whole.

About Greg

Speaker Bio

Greg is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

COVID-19: a lesson learnt
Speaker Name
Terry McGivern
Speaker Job Title
Senior Research Analyst
Speaker Firm
AJ Bell Investments
Session Overview

So, you’re building a CIP and looking at a blank sheet of paper. Where to start? In this session Terry takes a walk through the range of asset classes available to investors, and proposes a way to think about future risks, returns and asset allocation. Armed with that information, he’ll then take a look at how risk profiling tools work, and how they match up clients to their ‘perfect’ portfolios.

About Terry

Speaker Bio

Terry’s career in financial services began in 2005 on the Settlements Team at a major bank. He later moved to an investment management company and then to a leading provider of financial services. In 2010, he took up a proprietary futures trading role at one of the world’s largest independent global commodities brokers. Prior to joining AJ Bell, Terry spent five years on the Investment Management Team at a discretionary investment manager in Liverpool, where he was also a member of the Asset Allocation Committee. Terry holds the CFA-UK Investment Management Certificate (IMC) and is currently studying towards the CFA Level 2 exam.

Platform update
Speaker Name
Billy Singh
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Billy will give a short update on AJ Bell Investcentre, including a look at our business financials and the latest platform developments.

About Billy

Speaker Bio

Billy is on hand to explain the various ways our platform can benefit your business and your clients. He can also arrange a demonstration of the many features of our system.

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