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PFS Autumn Members Event
The PFS Lancashire, Merseyside & Cumbria regional committee and the Chartered Insurance Institute of Preston & Blackpool are delighted to have joined forces to bring to you our 2 Part Autumn Members’ event in Preston. Our morning session will cater for our financial planning professionals. Clare Fleming will join us from Harrison Drury to discuss ‘Lasting Powers or Attorney - The Benefits and Pitfalls’. Royal London’s Nathan Douse brings us ‘Inheritance Tax Planning using Regular Premium Protection Policies’, covering specifically Whole of Life (Guaranteed & Reviewable) policies and Rysaffe Planning. To complete our morning session, Chief Investment Officer of Tatton Asset Management, Lothar Mentel, will talk us through the likely direction of global capital markets over the coming 6 months.
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