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On the Road - regional seminars

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

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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.
 

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

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

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Technical roundup
Lisa Webster
Senior Technical Consultant
AJ Bell

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

COVID-19: a lesson learnt
Ryan Hughes
Head of Investment Research
AJ Bell Investments

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

COVID-19: a lesson learnt
Terry McGivern
Senior Research Analyst
AJ Bell Investments

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

Investment markets update
Russ Mould
Investment Director
A J Bell

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

Platform Update
Alison Mollard
Head of Sales (South East)
AJ Bell Investcentre

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

About Alison

Platform update
Mike Parker
Business Development Manager
AJ Bell Investcentre

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

About Mike

Platform update
Matthew Jonas
Business Development Manager
AJ Bell Investcentre

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

About Matthew

Platform update
Will Church
Business Development Consultant
AJ Bell Investcentre

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

About Will

Technical roundup
Charlene Young
Senior Technical Consultant
AJ Bell

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

Platform update
Andy Witter
Business Development Manager
AJ Bell Investcentre

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

About Andy

COVID-19: a lesson learnt
Matthew Brennan
Head of Investment Management
AJ Bell Investments

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

All about the Consumer Duty
Tom Selby
Head of Retirement Policy
AJ Bell

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

 

About Tom

Get in touch

Got a question or want to provide feedback? Contact our events team below

Kirsty Zollinger
Kirsty Zollinger
Events Manager
Email Kirsty

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