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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 …

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. …

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 …

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 …

Finance & Investment Forum: Preparing for a world with more borders   Please note that all places for this event for CFA Ireland members are now full.  We are all inundated with news about Brexit and trade tariffs. Increasingly the public narrative of …