Forthcoming roadshows and seminars for intermediaries
Gerrard IFA seminar: View from the River
Hosted by Brian Tora, head of Gerrards' intermediary sales division, the seminar will cover the group's view of the intermediary market and include a presentation from financial industry analyst Ned Cazalet.
Venue: Old Mutual Place, London
Contact: 020 7002 4498 or visit www.gerrard.com
Part of a series of half-day events from the FSA's investment firms division explaining how it will work more effectively with small firms.
The FSA will set out what it expects from senior management of small firms, the services it offers in relation to rights and obligations under the FSA handbook, provide an update on what is on the regulatory radar and give an opportunity to question FSA staff about hot regulatory topics.
Contact: 020 7066 0098 or email: [email protected]
Gerrard Investment seminar
This is a debate with Gerrard's team on investing in the 21st Century. Key speakers will be Jim Wood-Smith, the group's chief analyst, Simon Rubinsohn, its chief economist, and Brian Tora, head of Gerrards' intermediary division.
Venue: 11 September in Edinburgh, 12 September in Glasgow
Contact: 020 7002 4498
Implementing the Basel proposals in the UK
The purpose of this one-day conference, organised by the FSA, is to highlight the main implementation challenges in both the standards that have to be met and the practical issues firms will face. Oliver Page, director, major financial groups division, will chair the event.
Venue: Cafe Royal, London W1
Contact: 01483 720 707
The Insurance Forum - Boosting your competitive advantage
Featuring keynote speech from Andrew Briscoe, managing director of AA Insurance Services is aimed at the insurance sector in the UK and Europe. The event encompasses IIR's 7th Annual Motor Insurance Forum, 2nd Annual Supply Networks Conference and 7th Annual Claims Forum.
Venue: ExCel Centre, London
Contact: 020 7915 5055 or email [email protected]
NAPF International Conference
The biannual conference for pensions professionals will discuss the European regulatory framework, corporate governance, global investing and pan-European pension funds.
Venue: Hotel Rey Juan Carlos, Barcelona Contact: 020 7808 1300
Gold Standard Awards
Incisive Media, publisher of Investment Week and Bloomberg Money, is to hold the first annual Gold Standard awards in October. Financial advisers are facing issues that include rising PI rates, the tide of regulation, volatile stock markets and negative media sentiment about their profession. These combine to create a lack of confidence in the financial services industry.
The awards are for financial services companies, with the aim of winning back consumer respect. Gold Standards will be awarded to companies that pass a quality and standards benchmark in banking, mortgages, pensions, insurance, life and protection, fund management and independent financial advice.
Further information at: wwwgoldstandardawards.com or email
[email protected] co.uk.
AITC/IMA portfolio planning workshop for advisers
This series of one-day workshops aims to help financial advisers plan, recommend and manage investment portfolios of collective investments. The workshops will focus on helping advisers describe clearly to clients how portfolio recommendations add value, understand effective risk management, understand and implement asset allocation techniques, identify, prioritise and apply fund selection criteria and use benchmarks for fund and portfolio performance evaluation.
Venue: IMA's Office, London
Contact: 020 7831 0898 or e-mail [email protected]
European Pensions Market Forum
The 15th annual forum includes over 90 speakers and who will discuss pensions reform, product development, defined benefit versus defined contribution and bridging the funding gap.
Venue: Arabella Sheraton Grand Hotel, Frankfurt.
Contact: 020 7915 5103 or www.icbi-pensmart.com
Retail Financial Services Forum
The British Bankers' Association is sponsoring the fifth annual Retail Financial Services Forum.
Contact: 020 7915 6653 or visit [email protected]
£300bn of liabilities
View from the front row
Transfer from occupational scheme
Appointed by FCA and PSR boards