This website is for investment professionals only.
You are about to access the Suffolk Life website for investment professionals and financial advisers. This website should not be relied upon by private customers or any other persons.
If you are not an investment professional or financial adviser please click here to return to the customer website.
Suffolk Life Roadshow
2018 Curtis Banks 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 plans for 2018 from Curtis Banks, listen to our views on the latest pension technical developments, followed by an update on commercial property. The seminar will conclude with lunch and the opportunity to network with your peers and Curtis Banks group experts.
|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 events qualifies for 2.5 hours CPD credits. You will be sent your CPD certificate after the seminar.
|Rory Percival ACII, APFS- Chartered Financial Planner
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, centralized 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 for 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 advisory sector.
|Jessica List - Pension 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 - 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.
For any queries regarding the roadshow please contact the marketing team at:
T. 01473 296795