seminars on technology, sipps and multi-channel distribution, as well as investment week's eighth fund manager of the year awards
Investment Week's annual Markets forum is set for 10 July at the Hotel Inter-Continental in London. Speakers include Investec European fund manager Albert Morrillo, UBS Global Asset Management's Shawn Lytle, Threadneedle UK Corporate Bond fund manager David Oliphant.
The conference is followed by the eighth annual Investment Week Fund Manager of the Year awards at the Royal Albert Hall.
Further details available from [email protected]
Adviser.tech, a technology and e-commerce trade conference for the financial services intermediary sector, is scheduled for 18 June at The Royal Armouries in Leeds. It will include business and technology seminars, training workshops and product demonstrations of sales tools, client management, data storage and security products as well as front and back office technology.
Further information on 0870 241 5982 or www.advisertech.co.uk
The London Society of Chartered Accountants and the London Chamber of Commerce and Industry are hosting a half-day conference on PI insurance, subtitled 'The Issues, The Market and The Solutions' on 25 June at Chartered Accountants' Hall in London.
Further information on 020 7556 7714 or at [email protected]
Private client stockbroker and portfolio manager Christows is hosting a series of seminars for IFAs to promote a new service for the Sipp and income drawdown pensions market across the South of England during June and July. Speakers include David Franklin, Christows' director of retail funds and Henry Rising, investment strategist. The first seminar is on 18 June in Southampton, followed by Bournemouth on 19 June, Exeter and St Austell on 24 June and Plymouth on 25 June.
Further dates and details on 01392 208 511.
Fee Based Advice, a consultancy that assists intermediaries in switching from a commission-based to fee based structure, is carrying out a series of intermediary breakfast roadshows to showcase its services. The next roadshows are on 17 June in Lincoln, 19 June in Leicester, 24 June in Stoke and finish on 3 July in Northampton.
Jardine Lloyd Thompson and law firm Norton Rose are hosting a seminar on pensions and employee benefits in the current legislative environment, on 17 June in London. It will be chaired by David Willetts MP, shadow secretary for work and pensions.
Further information and bookings on 020 7444 2081.
A conference on multi-channel distribution and delivery in retail financial services is to be held in London on 19-20 June. It will include discussion of distribution strategies, branded financial services and partnering.
Further information on 020 7915 5055 or www.iir-conferences.com
The annual PIMS conference is scheduled for 19-22 June on board the ocean liner Oriana. The forum for intermediaries and product providers will include sessions on the use of trusts, wrap accounts, the future of pensions, professional indemnity and financial planning for retirement. Speakers include Aifa chairman Paul Smee.
Further information on 020 8487 2230 or email [email protected]
The eighth annual Henry Stewart conference on Sipps and retirement options is scheduled for 26 June in London. It will cover the role of Sipps under new pensions regulation, market developments including wrap products, technical issues and income drawdown.
Further information on 7404 3040 or go to www.henrystewart.co.uk
The British Bankers' Association is sponsoring the fifth annual Retail Financial Services Forum in London on 15-16 October. The forum will focus on strategy, outsourcing, distribution and multi-channel delivery, return on investment from customer relationship management, risk and fraud management, Basel 2 and capital adequacy and mortgages.
Further information on 020 7915 6653 or [email protected]
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