Bankhall rolls out wealth management forums

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 IFA business owners, advisers and paraplanners to understand the latest developments in the wealth management arena.

"The events will help on a practical day-to-day level, whilst also providing a timely update on important long-term issues such as the impact of the RDR, to ensure that IFAs' long term plans and preparation are on the right track."

The first forum will be held on 7 September in Belfast and the series finishes in London on 1 October. More details can be found HERE.