Are you Fit for 2012?
26/01/2012
Can you afford to miss our breakfast seminars?
This is the year of Capability. In 12 months the introduction of the Retail Distribution Review (RDR) will change the financial services landscape forever. And now that 2012 is underway, you'll no doubt be jostling for position to prove that you have the knowledge, experience and value your clients' demand.
To help you, we're bringing together a panel of SIPP experts for a Capability Seminar. Their product knowledge will focus your mind. Their market insights will kickstart your imagination. But most importantly they'll show you how to build reputation and drive sales forward.
Dates for your diary - please click on the link to reserve your place
21 February - Thorpe Park Hotel & Spa, Leeds
22 February - Aston Villa Football Club, Birmingham
28 February - The Royal College of Surgeons, London
29 February - Holiday Inn, Guildford
Key speakers
John Moret - Pension industry expert aka Mr SIPP
With over 40 years experience in the life and pensions industry and as a pioneer of SIPPs, John will chair the seminar and provide exclusive insights to help you to maximise your SIPP business in 2012 and beyond.
Robert Reid - IFA industry icon
He is Vice President of the CII, past President of the PFS, past Chairman of SOFA and received the Scottish Widows Lifetime Achievement Award in 2008. Don’t miss Robert’s insights into how best to prepare your intermediary business in the run up to RDR and into the future.
Martin Tilley - Director of Technical Services, Dentons
With over 24 years of experience, Martin is a noted SIPP/SSAS pension technical pensions consultant and industry speaker. Martin will be hosting a technical workshop at each seminar presenting tax planning case studies that demonstrate how best to plan for indivudal and corporate clients.
David Fox - Director of Sales & Marketing, Dentons
David's career has been dedicatd to bulding relationships between product providers and the intermediary community. David will present the new Dentons market and product proposition and suggest strategies on how Dentons can help to build your business.
Below is an overview of the event proceedings:
8.30am Breakfast and registration
9.00 - 9.10am Introduction and comments on the SIPP market by John Moret
9.10 - 9.40am Robert Reid – Transition for IFAs business to be ready for RDR
9.40 - 9.55am Martin Tilley - Case studies on:
9.55 -10.10am David Fox – Brand launch
10.10 -10.20am Questions and Answers
10.20 -10.30am Break
10.30 -11.00am Optional SIPP surgery – please register your place for this.