It's Professional Adviser's weekly heads-up on events, hires and other useful bits for financial advisers…
An Inspirational thought
Making money is art and working is art and good business is the best art.
In case you missed it…
Last week was Budget week. Among the measures announced were cuts to the dividend tax allowance and an alignment of the tax treatment of foreign and domestic pension schemes. Previously announced cuts to the MPAA were also confirmed.
Meanwhile, the Financial Conduct Authority proposed to update the methodology used to calculate redress payments for unsuitable advice given on defined benefit (DB) transfers, saying the system needed to become more 'appropriate'. MORE...
Must-attend events for advisers
Intelligent Partnership is hosting a series of eight BPR (business property relief) showcase events for advisers throughout May. The events are free to attend and garner three hours' CPD. More information is available HERE.
Financial Services Expo Glasgow will take place on Tuesday, 21 March from 10.30am at the Hilton Glasgow Hotel. It will feature a seminar programme put together by the Association of Mortgage Intermediaries, including sessions on mortgage advice, buy to let and equity release. Advisers can register HERE.
Key Retirement and the Society of Mortgage Professionals are hosting six free roadshows across the country highlighting growth opportunities in the equity release market. The events will take place from 7-23 March with sessions starting at 9.15am and running through to 3.15pm. To confirm attendance email [email protected] with your name and phone number.
Financial Services Expo Wales will be held at Celtic Manor in Newport on Wednesday, 28 June. It will include a range of CII-accredited seminar presentations. More details including registration can be found here.
The FS Open will be held the following day also at Celtic Manor. The new financial services golfing tournament pits 20 teams of four players against one another. Full details can be found here.
The ETF Forum will be running a series of free CPD-accredited workshops in the second week of June to enhance adviser and wealth manager understanding of ETFs. Presenters will include BMO Global Asset Management, ETF Securities, WisdomTree, the London Stock Exchange, and S&P Dow Jones Indices. Register HERE.
Financial Services Expo Glasgow will take place on 21 March at the Hilton Glasgow and will offer a range of seminars as well as over 40 exhibitors including the FCA, RBS and Lloyds Banking Group. Attendees will earn CPD hours. For more information, click here.
During May, Intelligent Partnership is hosting a series of 8 BPR Showcase events for advisers. Attendees will hear from and meet eight BPR providers who will run through their product range and highlight some key issues for advisers and their clients. These events are free to attend and garner 3 hours' CPD. For more information, click here.
Wealth manager Tilney has appointed Chartered financial planner Tony Linnane to its Chelmsford office. He joined from financial advice group Attivo.
Morningstar Investment Management has appointed Mike Coop to head of multi-asset portfolio management in Europe, the Middle East and Africa (EMEA). Coop joins from Prudential Portfolio Management, where he was also head of multi-asset.
Legal & General has appointed Dharshini David as corporate affairs director. She will be responsible for developing and implementing Legal & General's external communications and corporate social responsibility strategies.
A celebration of the life of Skandia co-founder Paul Bradshaw, who sadly passed away last month, will be held at St Mary Abbots Church in Kensington, London on 24 March. The Bradshaw family have requested anyone planning to attend let them know so they can make appropriate catering arrangements.
Malcolm Kerr has joined Fairstone Group's Board as non-executive director. Kerr has worked in the industry for almost 45 years and has held senior roles at firms including Canada Life, MetLife, Albany International, KPMG and EY.
The Chartered Insurance Institute (CII) has appointed Matthew Connell as director of policy and engagement - a role covering the operations of both the CII and Personal Finance Society (PFS). Connell commenced his new role on 6 March following his most recent position as head of regulatory developments and policy at Zurich.
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