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The nine events are free to attend, include breakfast and will provide opportunities for networking.
Exploring your horizons
Canada Life Roadshow 2024
We’d be delighted to see you at our Canada Life Exploring your horizons Roadshow, a series of nine in-person events taking place across the UK in February 2024. The events are designed to support 1 hour and 35 minutes of structured CPD.
Challenge your thinking
Do we avoid talking about estate planning with our younger clients, or presume that equity investments aren’t suitable for older clients – owing only to their age? Can our assumptions obscure the bigger picture, leading us to miss a client’s wider needs? Join us as we use a generational case study to challenge some of those assumptions and unpack the evolving circumstances of a client’s financial lifecycle.
Why you should join us
Our case study will explore the financial wants and needs of a family. We’ll discuss potential recommendations, and, with the aim of helping each client to achieve their financial goals within their risk capacities, we’ll explain our approach considering the features and benefits of each potential solution.
Through sharing knowledge and ideas, we’ll also be demystifying some of the complex topics surrounding trusts, taxation and inheritance, and investment solutions that can underpin them.
In light of recent changes to regulation, legislation, announcements from the Autumn Statement, and the impending General Election, it’s now more important than ever that clients seek professional financial advice.
Register now
Venues & Agenda
Speakers
Our team of investment and technical experts will be sharing their insights at the roadshows.
Julia Peake
Julia has held many roles throughout her 18 year financial services career, working with providers, wealth planners and national advisory networks in the pension, tax, trust and estate planning markets.
Julia’s focus is in the tax, trust and estate planning arena writing articles and assisting with technical queries, as well as delivering presentations on a range of estate planning subjects both locally and nationally.
Andrew Morris
Andrew has over 15 years’ experience in financial services dealing with intermediaries, institutions and High Net Worth Clients.
He joined Canada Life Asset Management in 2015 and is responsible for research, analysis and comparisons of multi-asset solutions. Andrew holds the IMC from the CFA Institute as well as the level 4 Investment Advice Diploma from the CISI.
John Chew
John has 30 years' experience working with advisers within the retirement, investments, estate planning and platform markets.
He has a wealth of experience as the former Commercial Director at Fidelity International responsible for the strategy of Fidelity Retirement Solutions, and Funds director at Legal and General.