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Hants and Dorset Pfs Regional Conference
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The Hants and Dorset Pfs Regional Conference, organized by the The Personal Finance Society will take place on 22nd July 2017 at the AFC Bournemouth in Bournemouth, United Kingdom. Structuring and running an investment committee from a regulatory perspective; A look ahead to see if 2016 will be a better year for financial markets; Using a hybrid model to give pension freedoms both flexibility and income guarantees; An overview of the recent changes to the tax treatment of UK dividends; Balancing the risks of 'income plus' higher yield products with those offering lower natural yields; Building trust in seconds, getting appointments without rejection and the 15 magic words that get more clients; The case study will focus on structuring an appropriate protection portfolio for the owners, directors and employees of small businesses.
Location Bournemouth, UK

Additional Information about this event:

Saturday 22 July 2017, 08:00am - 05:00pm
   
Official Event Website: more info
Number of expected attendees: Not defined
This event has an exhibit: Not defined
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