CPD
Cradle to Grave in Wealth Management
Malmaison - Manchester
Join Our Webinar
On Thursday 27th April 13:00 PM, we're hosting our annual Timeline Charts webinar, in which we discussed the core points of the charts. You'll also find out how to get your copy!
The Agenda
10:30
Why do we benchmark?
Our CIO, Nicki Hinton-Jones, will kick things off by delving into the reasons behind benchmarking, including examining performance metrics in relation to our goals and the wider market, as well as analyzing what our clients are investing in.
10:40
Inflation-Linked Benchmarks
Next, we delve into the world of inflation-linked benchmarks, examining the differences between CPI and RPI. Discover how Timeline Planning tools can be utilized to accurately benchmark inflation rates and make informed investment decisions.
11:00
Different Index Methodologies
11:20
WM vs ARC vs IA
Discover the latest findings from our research as we compare the top industry benchmarks: WM vs ARC vs IA.
11:50
Multi-asset Fund Universe
Here we return to our latest Multi-asset fund report, where we delve into how it can be used to compare against the myriad of options available in the market.
12:15
Closing Remarks
As we come to the end of our session, we bid you farewell and thank you for joining us.
Find your nearest event!
We’re going to be putting the event on across the country. Please join us at a convenient location and date. You can select your chosen location here.
Radisson Blu Hotel
Edinburgh
Tuesday 2nd July, 8:30 - 11:00am
Contacts for this event are Mark Hopcroft & Tim Field.
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The National Motorcycle Museum
Solihull
Wednesday 3rd July, 8:30 - 11:00am
Contacts for this event are Mark Hopcroft & Mike Parker.
Malmaison
Manchester
Thursday 4th July, 8:30 - 11:00am
Contacts for this event are Mark Hopcroft & Lewis Roddy.
Dunston Hall Hotel
Norwich
Tuesday 9th July, 8:30 - 11:00am
Contacts for this event are Mark Hopcroft & Kate Phillips.
Malmaison
Leeds
Thursday 11th July, 8:30 - 11:00am
Contacts for this event are Mark Hopcroft & Tim Field.
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The Bristol Hotel
Bristol
Tuesday 16th July, 8:30 - 11:00am
Contacts for this event are Mark Hopcroft & Will Church.
One Moorgate Place
London
Wednesday 17th July, 8:30 - 11:00am
Contacts for this event are Mark Hopcroft & Hugo White.