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Rory Percival workshop on Capacity for Loss – “not to be missed”

21 October 2019

LAST CHANCE TO SECURE YOUR PLACE  AT THE READING TECHNICAL INSIGHT SEMINAR WHERE RORY PERCIVAL WILL BE RUNNING A CAPACITY FOR LOSS WORKSHOP.

The Seminar is on Wednesday 23 October at the Crown Plaza Reading and registration is at 8.30am for 9am start.

To attend email [email protected]

Rory Percival and other speakers rated as 5-star by attendees at the Technical Insight Seminars we have been running around the country, will be providing insight into

  • the FCA’s views on Capacity for Loss, and how firms should be assessing this key piece of client information
  • the ever more complex State pension regime and the practical impact on clients
  • tax and pensions in the 2019 financial planning landscape
  • key issues around SIPP and SSAS due diligence
  • tax efficient investments for HNWs
  • junior and hybrid debt
  • and Octopus will be running a workshop on peer to peer lending, what it is and where it fits in client portfolios.

We look forward to seeing you there.

Here’s what delegates are saying about this year’s events:

“The whole structure of the day is well thought out and I think of particular benefit is the break out into smaller groups to encourage greater interaction.”

“The content was superb and I learned a lot from it that I’ll be able to apply day to day.”

“This was a great, well organised event which I thoroughly enjoyed. I think that everybody attending would have learned something new. Well done and I look forward to next year’s event!”

“A really good event, this was my second year and I would come back again. Feel it was well tailored to paraplanners rather than advisers.”

To attend email [email protected]

RORY PERCIVAL PROVIDES A PREVIEW OF HIS WORKSHOP

Rory Percival, Rory Percival Training & Consulting

Topic: Capacity for Loss