Past Meetings / Presentations

5/6 June 2008 – Ye Olde Bell, Hurley
Click here for the agenda - Click here for Attendees List

Another superb meeting at Ye Olde Bell Hotel. The feedback has, once again, been excellent. Many thanks to all our Speakers and members for making it such a successful start to our third year.

The presentations can be viewed again in the ‘members only’ section.

The next meeting will be on 11th & 12th September 2008.

Best regards,

Malcolm Small
Chairman

A few of the aspects of the meeting members and guests enjoyed most…

“Excellent variety of speakers”
“Presentations”
“networking”
“Location – especially the Tithe Barn”
“Difficult - all presentations were good and varied”

Other comments...

“Nice hotel & Good Food”
“An excellent meeting”
“As per usual – very interesting sessions – well worth attending”
"Excellent and enjoyable"
"Great work"

Presentations from the 6th & 7th March 2008 meeting:

The Presentations on this site are for viewing only. Should you wish to use them in any way, please contact the author for permission.

John Moret, Suffolk Life – “Developments in the SIPP Market”
Peter Le Beau, Le Beau Visage – “Issues in the Group Employee Benefits Market”
Alison Malton, ComPeer – "SIPPs and Wealth Management"
Michael Holt, Charterhouse – “Issues Emerging in the Equity Release Market - Retirement Income Provision”
Aubrey De Grey, Methuselah Foundation – “An update”
Andy Briscoe, Life Trust – “Life Trust and the longevity Market”