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2017 Suffolk Life Roadshow

Why SIPP it?

The Seminars are free to attend but places are limited so please reserve your ticket today.

Eventbrite - 2017 Suffolk Life Roadshow

Join us for the 2017 Suffolk Life Roadshow, a half day seminar where you will hear an update and plans for 2017 from Curtis Banks and Suffolk Life, listen to our views on the latest technical developments in the SIPP market, followed by an interactive property masterclass session. The seminar will conclude with lunch and the opportunity to network with your peers and Suffolk Life experts.

Agenda:

9.00am - 9.30amRegistration
9.30am - 9.45amOpening, Welcome and Overview of the SIPP market
9.45am - 10.45amTechnical developments in the SIPP market
10.45am - 11.00amCoffee
11.00am - 12.00pmInteractive property masterclass
12.00pm - 12.45pm   Lunch & Networking

Dates and locations:

Tuesday 25th April 
Suffolk Food Hall - Ipswich

Wednesday 26th April 
The Brewery - London

Wednesday 3rd May
Doubletree Hilton, Cadbury House - Bristol

Thursday 4th May 
The National Conference Centre - Birmingham

Wednesday 10th May 
The Brewery - London

Thursday 11th May
Rudding Park - Harrogate

This events qualifies for 2.25 hours CPD credits. You will be sent your CPD certificate after the seminar.

Eventbrite - 2017 Suffolk Life Roadshow

Speaker biographies:

Jessica List Jessica List - Pensions Technical Manager, Suffolk Life
Jessica has worked at Suffolk Life for five years, starting in the SIPP Support team helping investors and advisers with general queries.
She has been in the Product Technical team for two-and-a-half years, helping to keep Suffolk Life’s products up to date with regulatory and legislative changes, delivering training to staff and helping advisers with technical queries.
Caitlin May Caitlin May - Property Executive, Suffolk Life
Caitlin has worked within the Property New Business Team at Suffolk Life for over four years. Caitlin is legally qualified and is principally responsible for on boarding and disposing of property for SIPP members. As part of her role, Catlin undertakes the vetting of legal due diligence, ensures the application of regulatory and legislative requirements, whilst providing technical support to all invested parties.
Sean Osborne - Head of Sales, Suffolk Life
Sean has 19 years' experience within the financial services industry, starting his career at Aviva. He moved to Legal & General in 2005 as an IFA Sales Consultant before being promoted to Pension Development Manager where he worked with a specialist panel of HNW IFAs. Sean then moved to Suffolk Life as Sales & Key Account Director, responsible for the Business Development team and key accounts before being promoted to Head of Sales in 2014.

Further speaker details to follow.

Contact:

For any queries regarding the roadshow please contact Claire Fazio at:
T. 01473 296795
E. claire.fazio@suffolklife.co.uk

Disclaimer

This information is intended for investment professionals and should not be relied upon by private customers or any other persons.