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Fast start 2020 - TCF Investment roadshows

Supporting TCF Investment on their roadshows, the Embark Group will discuss pension allowances and the importance of planning.

Taking place throughout the UK and open to all financial advisers, we will present:

  • who the Embark Group are and our story so far
  • a recap on the Tapered Annual Allowance and ways to help reduce the taper
  • a recap of the lifetime allowance (LTA) and how to manage the LTA through retirement
  • awareness of the second lifetime allowance test and unexpected tax charges at 75

David “DAN” Norman, joint founder of TCF Investment, will be presenting the:

  • value of advice in 2020
  • TCF value of advice tree
  • development of a practical centralised retirement proposition including PROD Segmentation, and investment processes and philosophy
  • platform DDQ checklist

Date and locations (8.45am - 12.30pm)

January

Tuesday 21 January: Holiday Inn Cardiff North, Cardiff

Wednesday 22 January: Aztec Bristol, Bristol

Thursday 23 January: Hilton @ Ageas Bowl, Southampton

Tuesday 28 January: Best Western Ivy Hill Hotel, Chelmsford

Wednesday 29 January: Holiday Inn London - Elstree, Borehamwood

Thursday 30 January: Harben House Hotel, Milton Keynes

February

Tuesday 4 February: Sandman Signature Gatwick, Horsham

Thursday 27 February: Glasgow

March

Tuesday 3 March: Bolton

Thursday 5 March: Crowne Plaza Manchester Airport, Manchester

Tuesday 10 March: Holiday Inn Leeds, Wakefield

Wednesday 11 March: Wetherby Racecourse, Leeds

Thursday 12 March: Ramside Hall, Durham

Tuesday 17 March: Marriott, Leicester

Thursday 19 March: Arden Hotel, Birmingham

This event is brought to you by TCF Investment.

Numbers at each session are limited and places are on a first come first served basis.

To register please email Natalie Turner at TCF Investment, stating the date/location of choice. Alternatively, call 0203 951 0739 for more information.

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