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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 …

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. …

ERM Practice Professionalism Event THIS EVENT IS NOW FULLY BOOKED This ERM   Practice Professionalism event is an interactive event for members who work, or have an interest, in the area of ERMs. Please note that there is significant over-lap between the …

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 …