Following the success of our last seminar we delighted to announce that we are re-running the event in London on July 11th. Once again, we will bring together a panel of industry experts to delve into areas critical to the successful delivery of your centralised investment proposition. We will also host a technical pensions session and shed light on the Embark Group.
Join us for lunch and a few short presentations, followed by a drinks reception.
This event is CPD accredited.
Welcome and introduction
Sam Pardoe, Embark Group
PROD: Is your centralised investment proposition still fit for purpose?
Abbie Knight, Managing Director at DISCUS
Avoiding the pitfalls of pension contribution payments
Robert Graves, Head of Pensions Technical Services at Embark Group
How DFM can differentiate with a bespoke offering in today's challenging and uncertain environment
Richard Gould, Portfolio Director, Cazenove Capital
Thursday, July 11th
1.30pm Arrivals. Late lunch served
4.00pm Summary and close. Drinks reception
5.30pm Event ends
1 London Wall Place
Lunch will be served on arrival and we would be delighted if you could join us for a drink and further discussion afterwards.
This event is proudly brought to you by Embark and is open to authorised financial planners, wealth managers, paraplanners and IFAs.