Pointon York to hold investment planning seminar for advisers

Pointon York is holding an investment planning and pensions seminar on 26 September. The seminar will take place from 8.45am-12.00pm at Hampton Manor in Solihull.Aimed at financial advisers, Pointon York is holding the seminar in association with Quliter Cheviot. This follows the addition of Quilter Cheviot as the latest discretionary fund manager partner on Pointon York's e-Sipp.Speakers include Melanie Beaver from Pointon York, Sean Raftery from Quilter Cheviot, Terry Cooper from Emms Gimore Liberson and Tracey Whatmore from Bourse Group.Ms Beaver will be speaking about individual and group Sipps which accommodate company clients or individual clients of financial advisers.{desktop}{/desktop}{mobile}{/mobile}Mr Raftery, who is executive director of Quilter Cheviot, will be speaking on balancing income and risk requirements in a rising bond yield environment.Mr Cooper, director of private client services at Emms Gilmore Liberson, will be looking what people should consider at retirement.Finally, Ms Whatmore, sales manager at Bourse Group, will talk about the firm's new Valiant Pension Scheme.This is an offshore arrangement which permits owner managers to make tax-efficient pension savings in excess of the annual allowance and accumulate funds in excess of the lifetime allowance.Ms Beaver said: "We want to introduce people to Pointon York and Quilter Cheviot and for them to learn about what we're doing, learn about our administration and our offering. Pointon York has been around for 40 years and been providing Sipps since 1990 so if people want to learn more about Sipps then come along and listen to us." For more information contact Pointon York on 01858 419300 or email This email address is being protected from spambots. You need JavaScript enabled to view it.

Pointon York to hold investment planning seminar for advisers

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