Thames Valley PFS Regional Conference
Time and date:
17 March 2015
Location: Holiday Inn Read M4, Jct10
Organiser: Personal Finance Society
Website: Click here
FCA guidance, pensions and IHT planning and social media ROI
The Personal Finance Society's quarter one regional conferences have a fantastic and varied programme which will provide members with an opportunity to understand the FCA's expectations following the third part of their thematic review on disclosure and the implementation of the RDR. Delegates will be able to understand the key pension planning opportunities pre- and post-April 2015.
As well as practical business and practice management ideas these events qualify for up to 5 1/2 hours of structured CPD.
Other highlights for Q1 will include:
- A year of challenges? An economic overview focusing on the potential drivers of bond and equity returns;
- Right money, right hands, right time - the latest IHT planning tools and opportunities;
- Freedom and Choice….and Advice! Practical considerations of the new pension proposals;
- Exploring strategic bond funds;
- FCA - Thematic review findings on the implementation of the RDR;
- Social Media - maximising the opportunity (and the return on investment);
- The case study will take a detailed look at pre- and post- April pension planning opportunities.
Refreshments and networking lunch will be provided.
