Financial Liverpool AGM and January 2019 talk - Trustee Obligations

Thursday  24 January  2019  11:45 AM    Thursday  24 January  2019 2:15 PM
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Last update 25/01/2019
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PLEASE NOTE THE SLIGHT CHANGE OF TIMING FOR THIS EVENT TO ALLOW FOR AGM

Financial Liverpool CPD Event - THURSDAY 24 January 2019

Title

The investment challenges facing trustees

Speaker

Paul Fidell, Senior Business Development, Prudential

Timing

Coffee and networking                         From 11:45

AGM                                                     12:15 - 12:30

CPD talk                                               12:30 – 13:30

Buffet Lunch and networking:                 13:30 – 14:30

Venue  

Tilney offices, Liver Building, Pier Head, Liverpool L3 1NY

PLEASE USE THE RIVERSIDE ENTRANCE

The target audience will be financial planners, paraplanners, accountants, legal professionals and investment managers. 

The learning objectives will be to understand:

  • the advice process applicable to trustees

  • the key investment principles and potential needs of trustees

  • the tools and support available to advisers transacting business with trustees

The learning outcome will be to increase our understanding of the investment challenges that face trustees and learn what support is available for advisers when doing business with trustees.

About The Speaker

Paul re-joined Prudential as a Business Development Manager for Investments in March 2008, having spent a year away working for Baring Asset Management.  Prior to that he was an Offshore Specialist with Prudential. 

This is Paul's 39th year in the industry and for over 30 of those he has specialised in the areas of investment, onshore and offshore tax planning and trusts.  He now heads up the Investment Business Development Team, covering all Prudential’s investment funds and tax wrappers including ISA, onshore and offshore bonds as well as collectives. 

During his career he has worked for a variety of companies including AXA, Scottish Life International and Scottish Equitable.  He is DipPFS and IMC qualified.

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Tilney
Liver Building, Liverpool, Merseyside, United Kingdom
Tilney
Liver Building, Liverpool, Merseyside, United Kingdom
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