2018 Curtis Banks Group Roadshow - SIPPs for modern retirement
The seminars are free to attend but places are limited so please reserve your ticket today.
We are delighted to announce Rory Percival, industry expert, formerly FCA and now board member of the Personal Finance Society as our guest speaker. Join us for a half day seminar where you will hear a SIPP market update together with Curtis Banks' plans for 2018, listen to our views on the latest pension technical developments, followed by an update on the latest key considerations for commercial property. The seminar will conclude with lunch and the opportunity to network with your peers and experts from Curtis Banks.
|8.45am - 9.15am||Registration|
|9.15am - 9.35am||Opening, Welcome and Overview of the SIPP market|
|9.35am - 10.35am||Technical developments in the SIPP market|
|10.35am - 11.00am||Coffee|
|11.00am - 11.30am||Commercial Property update|
|11.30am - 12.30pm||Rory Percival, board member of the Personal Finance Society|
|12.30pm - 1.15pm||Lunch & Networking|
Dates and Locations:
Tuesday 6th February - Norton House Hotel, Edinburgh
Wednesday 7th February - Rudding Park, Harrogate
Thursday 8th February - The Mere, Knutsford
Tuesday 20th February - The Brewery, London
Wednesday 21st February - Tortworth Court, Gloucestershire
Thursday 22nd February - Exeter Golf & Country Club, Exeter
Tuesday 27th February - The National Motorcycle Museum, Solihull
Wednesday 28th February - The South Place Hotel, London
Thursday 1st March - Suffolk Food Hall, Ipswich
Attend this seminar to:
This event qualifies for 2.5 hours CPD credits. Your CPD certificate will be sent to you after the seminar.
Who should attend?
The seminars are for qualified financial advisers, paraplanners and administrators only.
|Rupert Curtis - Chief Executive Officer|
Rupert has over 37 years' experience at a senior level in the SIPP and SSAS industry, making him one of the most experienced executives in the sector. Previously the Managing Director of IPS Pensions and a director at James Hay, Rupert has overseen the successful development of Curtis Banks from a standing start to the UK's largest independent SIPP provider.
|Rory Percival ACII, APFS - Chartered Financial Planner, Personal Finance Society|
Rory Percival was 'the face of the FCA' to advisory firms for many years. He worked at the regulator for 10 years and was involved with many high profile projects such as risk profiling, centralised investment propositions, the RDR, research and due diligence, and the assessing suitability review as well as speaking regularly at conferences. Prior to joining the regulator Rory worked in the advisory sector for 20 years mainly in compliance and training roles. He has Chartered Financial Planner status. In November 2016 he launched his own firm - Rory Percival Training and Consultancy Ltd to help support professionalism in the industry.
|Jessica List - Pension Technical Manager|
Jessica started at Suffolk Life six years ago. She has worked for the SIPP Support Team helping customers with general queries, and the Product Technical Team helping to keep products up to date with legislative changes and delivering training to staff. Now, as Pension Technical Manager, Jessica regularly presents to advisers on technical matters, assists with their queries, and writes for the trade press.
|Caitlin May - Property Executive|
Caitlin has worked within the Property New Business Team at Suffolk Life for over five years. Caitlin is legally qualified and is principally responsible for onboarding and disposing of property for SIPP members. As part of her role, Caitlin undertakes the vetting of legal due diligence, ensures the application of regulatory and legislative requirements, whilst providing technical support to all invested parties.
|Alexandra Moast - Senior Technical Property Team Leader|
Alex has worked in the property technical team in Curtis Banks for over 4 years and manages 11 team members dealing with all aspects of holding a property in a SIPP including approving the property acquisitions, disposals, leases and all ancillary technical matters, helping the team guide IFAs and their clients through the most complicated aspects of holding a property in a SIPP. Prior to joining Curtis Banks Alex worked for 4 years as a paralegal in a leading law firm having prior to this completed a law degree and the legal practice course.
Further speaker details to follow
For any queries, regarding the roadshow please contact the marketing team on:
T. 01473 296 795