On the Road  regional banner

On the Road - regional seminars


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

Whilst we will continue to adhere to Government guidance and review our event structure to ensure the safety of our delegates, we are pleased to confirm that we are planning to be back out ‘On the Road’ in the autumn.

Agenda content is subject to change to ensure all 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 a session below and secure your seat at what we expect to be sold-out, information-packed sessions.
 

Select your location

Carus Green Golf Club,
Burneside Road,
Kendal
LA9 6EB
United Kingdom

Newcastle Marriott, MetroCentre,
Gateshead,
Newcastle Upon Tyne
NE11 9XF
United Kingdom

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

Lisa Webster, will provide a technical roundup focusing on industry news before turning her attention to the FCA regulations now and into the future. She’ll highlight how recent and upcoming changes could impact advisers and their clients.

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.

COVID-19: a lesson learnt
Speaker Name
Ryan Hughes
Speaker Job Title
Head of Investment Research
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 Ryan 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 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
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.

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 current factors affecting investment performance.  He will address the potential outlook for economies and portfolios for the coming months.  

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 deliver a short platform market update and touch upon the business financials at AJ Bell.

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 deliver a short platform market update and touch upon the business financials at AJ Bell.

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
Matthew Jonas
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Your regional Business Development Manager will deliver a short platform market update and touch upon the business financials at AJ Bell.

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.

Platform update
Speaker Name
Will Church
Speaker Job Title
Business Development Consultant
Speaker Firm
AJ Bell Investcentre
Session Overview

Your regional Business Development Manager will deliver a short platform market update and touch upon the business financials at AJ Bell.

About Will

Speaker Bio

After graduating from the University of Newcastle in 2020, Will joined AJ Bell on the Business Development Team. He can assist you with queries regarding our platform and investment solutions, including our Managed Portfolio Service and fund ranges.

Technical roundup
Speaker Name
Charlene Young
Speaker Job Title
Senior Technical Consultant
Speaker Firm
AJ Bell
Session Overview

Charlene 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 Charlene

Speaker Bio

Charlene is a Chartered Financial Planner with over 10 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 is also responsible for designing and providing technical training for AJ Bell staff.

Platform update
Speaker Name
Andy Witter
Speaker Job Title
Business Development Manager
Speaker Firm
AJ Bell Investcentre
Session Overview

Your regional Business Development Manager will deliver a short platform market update and touch upon the business financials at AJ Bell.

About Andy

Speaker Bio

Andy has worked in the financial services industry since 2001 and joined AJ Bell in 2004. Following roles in our SSAS, SIPP and New Business departments, he has worked latterly as a Technical Services Consultant involved in, amongst other things, our Retail Distribution Review and illustrations projects. Andy has now joined our AJ Bell Investcentre Business Development Team, and is responsible for promoting the platform and supporting intermediaries across the North of England.

COVID-19: a lesson learnt
Speaker Name
Matthew Brennan
Speaker Job Title
Head of Investment Management
Speaker Firm
AJ Bell Investments
Session Overview

Matthew 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 Matthew

Speaker Bio

Matt is responsible for the day-to-day running of the AJ Bell Funds, working with our investment team to further grow the range of investment options. He joined us with over six years’ experience in financial services, having previously worked at a leading provider of wealth management services as a Senior Fund Manager and Head of Fixed Income Research, with specific responsibility for managing a discretionary fixed income fund. He also formed part of a four-person fund management team that ran the company’s multi-asset funds. Matt graduated from the University of York with a first class Masters degree in Mathematics, and is a CFA Charter holder.

All about the Consumer Duty
Speaker Name
Tom Selby
Speaker Job Title
Head of Retirement Policy
Speaker Firm
AJ Bell
Session Overview

Tom will dig into the FCA’s Consumer Duty, focusing on the implications of the regulatory overhaul for the financial services industry.

 

About Tom

Speaker Bio

Tom is AJ Bell’s head of retirement policy and a prominent industry commentator on retirement issues. He joined AJ Bell as senior analyst in 2016, having previously spent six years as a financial journalist. He has a degree in Economics from Newcastle University.

Financial adviser verification

This area of the website is intended for financial advisers and other financial professionals only. If you are a customer of AJ Bell Investcentre, please click ‘Go to the customer area’ below. 

We will remember your preference, so you should only be asked to select the appropriate website once per device.

Scroll to Top