Bankhall rolls out wealth management forums

clock

Bankhall will host a series of adviser forums over the next month with a focus on wealth management and professional development.

  The 15 events, beginning on 7 September, will feature interactive workshops by the likes of Aviva, M&G Investments and Investec Asset Management. Discussions will centre on the current poor performance of certain investment areas and how to help clients make their income last longer in retirement. The concept of behavioural investment counselling will also be explained, while the impact of the removal of compulsory annuity purchase at age 75 will be explored. Nick Kelly, managing director, distribution, at Sesame Bankhall Group, says: "These forums are an ideal opportunity for...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

News editor's view: Disconnects, deals and debates

News editor's view: Disconnects, deals and debates

The news editor's Friday Night Takeaway from 22 November

Sahar Nazir
clock 25 November 2024 • 2 min read
PA Asks: Is the FCA's pensions targeted support consultation a good move?

PA Asks: Is the FCA's pensions targeted support consultation a good move?

This week’s poll also looks at FOS/FCA modernisation and the Mansion House speech

Professional Adviser
clock 25 November 2024 • 1 min read
FCA: Most firms unable to meet bereavement claims performance levels

FCA: Most firms unable to meet bereavement claims performance levels

Call for improved bereavement handling times

Cameron Roberts
clock 22 November 2024 • 3 min read