Free Technical Seminar.

30/08/2019

We are pleased to be co-hosting a free seminar with Novia Financial and LGT Vestra. Hosted by Hannah Berns, Regional Sales Manager, Dentons Pensions, Amelia Aitchison, Regional Sales Manager, Novia and Mark Livesey, Business Development Director, LGT Vestra worth 1 hour of CPD.

Seminar details

Date Thursday 26 September
Start time 12.30pm for lunch
  13.00 presentation
Finish 15.00
Venue Amex Stadium, Village Way, Brighton, BN1 9BL
 

Spaces are limited. Book your free place here.
 

Introduction to the speakers:

 

As clients are becoming concerned about environmental issues, the demand for sustainable and ethical investments is increasing each year.

Phoebe Stone, Investment Manager, will introduce LGT Vestra and the sustainable investment philosophy implemented within the Sustainable Model Portfolio Service. Phoebe will discuss the investment opportunities which have transpired as a result of the global challenges we are all facing and how our market views have been reflected through the positioning of the portfolios.
Keith Furness, Head of Sales, introduces new product innovations in the retirement space and how these can work with new FCA guidance regarding the protection of vulnerable clients as they move through retirement. He will discuss how Novia is investing in new solutions and how they can help your clients as well as streamline your business.
David Fox, Director of Sales & Marketing, will introduce Dentons Pensions and focus on the ongoing importance of carrying out appropriate Due Diligence on your SIPP provider. He will then cover the Dentons commercial property proposition including a number of case studies.
 

Spaces are limited. Book your free place here.