The Latest Intelligence on Tech, Investing, and Tax Planning.

The Insurance Institute of Perth and Dundee is happy to announce that their next event will focus on the latest intelligence with regards to tech, investing, and tax planning.

A distinguished panel of speakers, consisting of renowned industry experts, will explore essential areas of interest.

Stewart Dick and Nick White, both esteemed Regional Sales Managers at Weslyan. Stewart will take the stage in Perth, captivating the audience with his presentation on "The History and Evolution of With Profits."

Paul Schrijver, the Head of Bonds at Canada Life. Paul will shed light on the recent capital gains tax (CGT) and dividend tax changes and their implications for General Investment Accounts (GIAs) and Bonds.

Laurentius van den Worm, the Investment Strategist at Timeline, will then take the stage to discuss the crucial topic of benchmarking and index selection in portfolio management and performance evaluation.

Keith Furniss, the Director of Sales at Novia. Keith's presentation will delve into the evolution of the tech stack within the financial industry.

You will join us for coffee and registration at 9:15am with the first presentation staring shortly afterwards.

The seminar will take the format of 4 presentations in total and will be followed by a buffet refreshments (served at 1pm) and networking afterwards, for those that don't have to rush off.

To book Click Here or on the link below:

https://go.timelineapp.co/newnext

Venue

Pitheavlis
Perth
PH2 0NH

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Please note: This event is a regional collaboration between the local institutes in the area. Your booking details will be shared with the Insurance Institute of Perth and Dundee, which is acting as the host institute for this event.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3 hours' CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.

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