Sandringham Financial Partners
National Conference 2021

Thursday 30th September 2021

Thursday 30th September 2021

9:00 am - 5:30 pm

Mark your calendars now

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Agenda


08:30 - 09:00

Conference Opens - Welcome from our Chairman

Barry Kayes

Chairman Sandringham board

 9.00 - 9.20

Get to know your virtual surroundings

 9.20 - 9.55

Liontrust Presentation

Steve Jackson

Head of Strategic Partners

James Klempster

Deputy Head of Multi-Asset

 09.55 - 10.30

Schroders Presentation

Alex Funk

Chief Investment Officer

 10:30 - 11:00

Catch up on emails and grab a coffee

 11:00 - 11:35

Aviva Presentation

Alistair Mcqueen

Head of Savings and Retirement

 11:35 - 12:30

Exhibition Hall

 12:30 - 13:00

Networking lunch

 13:00 - 13.35

Practical Financial Exams Presentation

Michael Pashley

Managing Director

  13:35 - 14:10

BMO Presentation

Paul Lucas

Vice President - Strategic and Technical Sales

  14:10 - 15:00

Exhibition Hall

  15:00 - 15:30

Journeys and destinations at Sandringham

  15:30 - 15:55

Catch up on emails and grab a brew

  15:55 - 16:15

Sandringham Awards

Tim Grey

COO of Sandringham Financial Partners

  16:15 - 16:25

Feedback Forms

  16:25 - 17:10

Discussions and Q&A

Tim Sargisson

CEO of Sandringham Financial Partners

Tim Grey

COO of Sandringham Financial Partners

David Montgomery

Managing Director of M&G Wealth Management

Chris Haines

Director of Advised Distribution & CEO of Prudential Financial Planning Ltd

  17:10 - 17:25

Closing remarks

Tim Sargisson

CEO of Sandringham Financial Partners