The Latest Intelligence on Tech, Investing, and Tax Planning. New & Next!

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.