Financial Liverpool AGM and January 2019 talk - Trustee Obligations
PLEASE NOTE THE SLIGHT CHANGE OF TIMING FOR THIS EVENT TO ALLOW FOR AGM
Financial Liverpool CPD Event - THURSDAY 24 January 2019
The investment challenges facing trustees
Paul Fidell, Senior Business Development, Prudential
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
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.
Liver Building, Liverpool, Merseyside, United Kingdom