The Personal Finance Society will host its inaugural Conference, following its merger between Insurance Association (LIA) and the Society of Financial Advisers (SOFA) at the start of the year.
The conference takes place at the International Conference Centre, Birmingham on 21 – 22 November. Pensions specialists Steve Bee and Adrian Boulding will headline the conference, with head of pension strategy at Scottish Life, Bee dealing with practicalities of advising people on pensions leading up to A-day and the post A-day environment. Pensions strategy director at Legal and General, Boulding will provide a summary of the ‘Must do’s’ prior to pensions simplification. Plenary sessions have been arranged with the confirmed attendance of Ivan Lewis (economic secretary to the Treasu...
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