Search

Finance & Investment Forum This year's Finance & Investment Forum will cover a number of topical investment issues, including a key note presentation from the NTMA on overcoming the challenges of the recent past and its future debt issuance strategy. The …

What questions might pension funds, insurance companies & investment advisors reasonably ask in an investment due diligence process? *** Online reservations have now reopened ***   Whether through legislation, regulation or common law, insurance …

Professionalism Course for New Qualifiers THIS EVENT IS NOW FULL.  Please contact the Society to be put on the list for 2011 course. 2 day event 4th & 5th of March. The Professionalism course is residential and overnight accommodation on the 4th of March …

The Bulk Annuity market and how UK insurers invest to meet their annuity promises This presentation will cover a quick history of the Bulk Annuity market before focusing on UK insurer’s investment strategies in a post Solvency II world. With some …

CANCELLED: Finance & Investment Forum: Preparing for a world with more borders Due to unforeseen circumstances, the Finance & Investment Forum: Preparing for a world with more borders that was due to take place on Tuesday 13th November has been cancelled. …

Are consumers being told the truth? – PRIIPs, ESMA and other impediments The presentation will examine a range of ways in which providers of investment, pensions and savings products inform consumers’ understanding of risk and their expectations of …

Master Trusts – why and what next The presenter, Steve Charlton, will take a look at the rational for the emergence of Master Trusts in the UK; the regulatory framework that caused their ascendancy; and what the future might look like in the new …