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Rory Percival’s Capacity for Loss workshop – Nottingham

3 September 2019

Next week’s Nottingham Technical Insight Seminar features a workshop from ex-Regulator Rory Percival, who tackles the issues around Capacity for Loss.

Also on the agenda is Ray Adams, founder of CashCalc, talking about the use of cashflow modelling in the suitability process, Paul Squirrell of FundsNetwork addressing the complexity around the State Pension and key tips when planning with pensions, and Stephen McPhillips, regular writer for Professional Paraplanner, on SIPP and SSAS due diligence.

The event consist of 4 workshops and a plenary session and takes place at the Nottingham Belfry on 11 September; registration is at 8.30am.

Join us at Nottingham

CLICK BELOW FOR TASTERS OF 2 OF THE WORKSHOPS

RORY PERCIVAL

PAUL SQUIRRELL

 

THIS AUTUMN’S SEMINARS

• Nottingham       The Nottingham Belfry  11 September

• Glasgow             Hilton                           18 September

• Edinburgh        The Waldorf Astoria        19 September

• Leeds                  Oulton Hall                   2 October

• Manchester      The Midland Hotel       16 October  WAITING LIST

• Reading             Crowne Plaza                23 October

• Bristol                The Aztec                     13 November

• Newcastle         Crowne Plaza                26 November

* (Please note: speakers and agendas differ between venues – details are confirmed closer to the individual event) 

Further information on event and/or publication sponsorship and advertising packages can be had from: Richard Ley, Director, Research in Finance, on 0207 104 2239 or via email: [email protected]

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