Round Up Autumn 2018

17 The events section of our survey is your opportunity to influence the location, timings and content we deliver at our events for the following year. Here are some of the most requested topics: 1 – RESEARCH & DUE DILIGENCE 2 – PORTFOLIO PLANNING FOR MOVING FROM ACCUMULATION TO DECUMULATION 3 – CENTRALISED INVESTMENT PROCESS 1 – LONG TERM CARE 2 – PROTECTION OF BUSINESS 3 – EQUITY RELEASE 1 – ESTATE & INHERITANCE TAX PLANNING 2 – USE OF TRUSTS 3 – INDIVIDUAL TAX PLANNING 1 – PENSION TRANSFERS & SWITCHES 2 – PENSION FREEDOMS CHALLENGES 3 – LIFETIME ALLOWANCE & PROTECTION TYPES 1 – CLIENT AGREEMENTS, DISCLOSURE DOCUMENTS & REVIEW MEETINGS 2 – REGULATORY HOT TOPICS 3 – DEFINING, EXPLAINING & MANAGING RISK 1 – PEOPLE & PERFORMANCE MANAGEMENT 2 – BUSINESS PLANNING & STRATEGY 3 – SERVICE PROPOSITION When choosing event venues we have to consider where each of our clients are travelling from, and then cater to the vast majority. It’s the fairest way. This year we’ve added two further regional event locations, in addition to dozens more local training events. If a venue receives bad feedback, we always speak with them to resolve issues. If we don’t see any improvement, we change venues where necessary. If you’re struggling to attend our events, don’t forget, we upload videos of each session, along with copies of the handouts to the training and events section of the website at the end of each event round. We’ll also be hosting more webinars for you to view in comfort from your own desks. features