Working together to achieve positive change.

With APFA's 2015 Regional Seminars programme in full swing, this is a great opportunity to get together with other industry professionals and discuss some of the issues facing financial advice today.


Our seminars are themed and range from a pensions-related theme, with industry speakers talking about the changes brought about by pensions reform, and how advisers can best respond to the choices their clients will face, to seminars on regulatory issues, tax efficient investments and the debate on annuities vs drawdown. The topics are explained in more detail below.

The seminars on improving your business are sponsored by investment managers, Deepbridge Capital, who will be speaking on tax efficiency and the opportunities and pitfalls of tax-efficient investments.

Other speakers include APFA, the FCA, FOS, DWP and other industry experts.

With breakfast rolls and pastries provided, and the events counting towards your CPD requirements, these are events not to be missed.

Places are strictly limited, so make sure you book your place early.




Tuesday 3 November 2015 | Leeds
8:30 - 11:30
Theme: The regulatory environment
Venue:  The Oulton Hall,
Rothwell Lane,
Oulton,
Leeds,
LS26 8HN
Keynote speaker:
  

Chris Hannant, Director General,
APFA

Ian Warwick, Managing Director,
Deepbridge Capital
           
David Haigh, Director of Financial Capability, MAS


FOS

Rory Percival, FCA



Tuesday 10 November 2015 | Macclesfield
8:30 - 11:30
Theme: Tax efficient investments and the pensions debate

Venue:  The Shrigley Hall,
Pott Shrigley,
Cheshire,
SK10 5SB
Keynote speaker:
  

Chris Hannant, Director General,
APFA

Ian Warwick, Managing Director,
Deepbridge Capital

Andrew Aldridge, Head of Marketing,
Deepbridge Capital

Darren Dicks, LV=           

Schroders         

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All Seminars are sponsored by:



What will be covered?

Tax efficient investments and then pensions debate

  • Chris Hannant, APFA Director General, discusses APFA's campaigning work on current industry issues and the changing regulatory agenda
  • Deepbridge Capital discuss the importance of tax planning and the opportunities and pitfalls of tax-efficient investments (EIS & BPR)
  • Hear the debate on annuities vs drawdown from leading product providers, and discover future opportunities for advisers
  • Network with other advisers, and put your questions to industry experts during our Q&A session
  • Find out more about APFA members’ money-saving benefits that can help you lower the cost of running a business.
The regulatory environment

  • Chris Hannant, APFA Director General, discusses APFA's campaigning work on current industry issues and the changing regulatory agenda
  • Deepbridge Capital discuss the importance of tax planning and the opportunities and pitfalls of tax-efficient investments (EIS & BPR)
  • Hear from FCA and the FOS about the regulatory environment
  • Network with other advisers, and put your questions to the speaker panel during our Q&A session
  • Find out more about APFA members' money-saving benefits that can help you lower the cost of running a business.

Please note:

There is a cost to providing these seminars, and we want to keep them free for delegates in the future.

However, due to an increase in numbers of 'no-shows' at recent seminars, APFA is considering introducing nominal charges for delegates if they fail to arrive without sufficient notification.

Please only book if you intend to come, as you are stopping others from attending.

We have limited availability, therefore, to avoid disappointment please book your place at your earliest convenience by simply: