The Findings
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The "Two Stage" Intergenerational Wealth Transfer, Why It Matters And What You Can Do About It
Expert: Ross Easton, Head of Intermediary Platform Propositions, Scottish Widows Facilitator: Helen Clark, Owner and Director, Mint Blue Consulting
10 October 2024
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The Green Agenda - Is It A Broken Promise?
Expert: Ben Palmer, Lead Sustainable Portfolio Manager, LGT Wealth Management UK Facilitator: Roderic Rennison, Partner, Catalyst Partners
10 October 2024
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The Increasing Regulatory Demands And The Impact Of The Consumer Duty
Experts: Nick Hulme, Michael Lawrence, and Keith Richards Facilitator: Michael Lawrence
10 October 2024
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The Potential For Growing Your Business Intelligently
Expert: Duncan McKillop, Director of Corporate Development, Fidelius Facilitator: John Chapman, Director, Catalyst Partners
10 October 2024
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The Rise Of Evidence-Based And Passive Investing
Experts: Hugo White, Business Development Manager, Timeline Facilitator: Michael Lawrence, Principal Consultant, Bovill
10 October 2024