Thursday, September 19, 2019 - 09:00-11:00
Epsom - Epsom Racecourse
‘Digitalisation, Agile, Holistic, Self-service, Customer-centric’… these are just some of the buzz words we see regularly in our daily lives. But what does this all mean for advisers when dealing with clients? How does it affect what they can do and how they do it? What type of investment opportunities does the new world present?
Keeping up with the changes impacting us is challenging. Increased regulation and complexity everywhere means advisers need to save time whilst still maximising returns for clients.
Step through the looking glass at what pensions, investments and advice with the aid of technology and tools will look like in 2020 and beyond.
What’s on the agenda?
Technology & tools in 2020 and beyond - hear insights on how technology and tools will elevate the role of the financial adviser to provide better support to their clients.
Pension and drawdown advice in 2020 and beyond – our Pension experts talk about how the provision of pension and retirement advice has changed, and how new ideas and concepts can be practically adapted into 'day to day' business to save time and meet client's expectations.
Investment 2020 and beyond – our Treasury & Investment Office specialists (previously PPMG) discuss how we are managing money for the long term including current strategic asset allocation in PruFund; what future/different opportunities we are looking at now across Equities; Commercial Property; Fixed Income and Alternative Investments; why Prudential could be the right choice for some of your clients for 30 years or longer.
90 minutes (1.5 hours) structured CPD, accredited by CISI & CII:
Dates: Between 28 August and 29 October 2019.
Venues: 21 seminars taking place nationwide – please see the venue list to make your choice.
Timings: Allow a minimum of 2 hours - 30 minutes registration and 90 minutes seminar.
Morning sessions include coffee/tea and a bite to eat during registration.
Afternoon session (London only) includes a 45 minute lunch.