Forthcoming events

This month

July 2018 CPD Event - Tuesday 24 July 2018 - A presentation by Craig McPherson, Sanlam Financial Services

  • Tue 24 Jul 6:00 pm – 7:00 pm
  • Novotel York
    • Craig McPherson, Sanlam

RETIREMENT IS AN INDVIDUAL AFFAIR: DOES A ONE-SIZE-FITS-ALL INVESTMENT PROPOSITION ALWAYS FIT THE CLIENT? It’s no secret that the advisory landscape in general has evolved beyond recognition in recent years and investing in retirement is no exception. A myriad of forces are changing the very nature of retirement with ‘pension freedoms’ and wider demographic and societal change all playing their part. Retirement is no longer a single event with a limited product/investment solution and client expectations of their retirement experience have never been greater. However you look at it, retirement has become a very individual affair.

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All forthcoming events

Save the date - September 2018 CPD Event - Tuesday 18 September 2018

  • Tue 18 Sep 6:00 pm – 7:00 pm
  • Novotel York

Details to be confirmed.

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October 2018 CPD Event - Tuesday 16 October 2018 - A presentation by Justin Urquhart Stewart

  • Tue 16 Oct 6:00 pm – 7:00 pm
  • Novotel York
    • Justin Urquhart Stewart, Seven Investment Management

A presentation by Justin Urquhart Stewart, Seven Investment Management.

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November 2018 CPD Event - Tuesday 20 November 2018 - A presentation by Sharon Richardson

  • Tue 20 Nov 6:00 pm – 7:00 pm
  • Novotel York
    • Sharon Richardson, Crombie Wilkinson Solicitors

Topical legal issues.

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January 2019 CPD Event - Tuesday 22 January 2019 - A presentation by Charlotte Lawson, Hiscox

  • Tue 22 Jan 6:00 pm – 7:00 pm
  • Novotel York
    • Charlotte Lawson, Hiscox

Commercial underwriting topic.

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March 2019 CPD Event - Tuesday 19 March 2019 - A presentation by Jonathan Watmough, Keystone Law

  • Tue 19 Mar 6:00 pm – 7:00 pm
  • Novotel York
    • Jonathan Watmough, Keystone Law

Topic - Professional Negligence

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April 2019 AGM - Tuesday 16 April 2019

  • Tue 16 Apr 6:00 pm – 7:00 pm
  • Novotel York
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