Search results Search for: Search Refine your results by duration: Any Under 5 mins Under 20 mins Over 20 mins Sort by: Relevance Views Date Connect: How to make the best use of your mentoring platform Chris Murray, PLD Works, & Sabrina Toofany, Chartered Insurance Institute/Personal Finance Society A quick guide on how to make the most of Connect, the benefits of mentoring and how existing users have already benefited. We will end with a Q&A sess... 3 years ago | 30 mins Follow up webinar: Current state of the uk property finance market - 21st May Eliot Kaye, Managing Director of Puma Property Finance; Karen Sullivan, Head of Strategic Partnerships, Puma Investments In this follow on from the previous webinar, Eliot Kaye, Managing Director of Puma Property Finance, provides an update on topics including: •The co... 3 years ago | 43 mins “I don’t give DB Advice – How do recent changes affect me?” Dr Matthew Connell & David Flory, Personal Finance Society Synopsis This 45 minute presentation will focus on how recent changes to regulation of Defined Benefit Advice (PS20/6) will impact advisers who don’t ... 3 years ago | 70 mins Follow up webinar: Current state of the uk property finance market Eliot Kaye, Managing Director of Puma Property Finance; Karen Sullivan, Head of Strategic Partnerships, Puma Investments In this follow on webinar, Eliot Kaye, Managing Director of Puma Property Finance, provides an update on topics including: •The continuing impact of ... 3 years ago | 42 mins Personal Finance Society Annual General Meeting 2020 PFS AGM Welcome to the first fully virtual Annual General Meeting of The Personal Finance Society. The live broadcast will commence here at 2pm (BST) on Wedn... 3 years ago | 30 mins Recognising Vulnerability: the key 4 drivers and the impact of coronavirus Martin Lines, Business Development Director, Just Group Plc; Jon Dear, Member Engagement Director, Personal Finance Society. If ever there was a time to focus on how we improve the experience and outcomes for the most vulnerable, surely it’s now. The FCA has said that it w... 3 years ago | 52 mins Covid and personal finance – what will 2021 bring? Alistair McQueen, Aviva The word of 2020 has been “unprecedented” – unprecedented lockdowns; unprecedented falls in economic growth; unprecedented drops in consumer confidenc... 3 years ago | 70 mins Pensions Dashboards: Re-animating pensions for UK savers Steve Webb (Lane Clark & Peacock), Tom McPhail (the lang cat), Fiona Tait (Intelligent Pensions), Jon Hawkins (Bravura) Now pause for a moment – and think of Pensions Dashboards... You'll be forgiven if 'compliance' is one of the first words that spring to mind. In thi... 8 months ago | 48 mins Something different for tax year end? Dr Nigel Pitchford, Parter & Co-head of Healthcare Ventures; Will Parker, Business Development Manager Join our upcoming webinar, where our subject matter experts will be discussing our healthcare focused tax-efficient products and the opportunities the... 4 months ago | 34 mins Creating and managing an investment proposition – Part 3 Jim Thompson, CAIA – Investment Consultant at Defaqto In this third webinar in our series, Jim Thompson, CAIA – Investment Consultant at Defaqto, will focus on asset allocation. Jim Thompson will cover ... 1 year ago | 32 mins Load more
