17th May 2016

Canada Life: Edinburgh seminar

At Canada Life, we have specialists who can help support your business and your clients as they move through various stages of their life.

At this event we will hear from Cathy Russell, Tax and Estate Planning Consultant, who will explore estate planning considerations for those in second marriages – the potential issues and solutions.

We are also delighted to be joined by Gary Savory from Distribution Technology. Gary will be discussing risk profiling and investment suitability with Dynamic Planner. He will be followed by Jeff Lee, Head of Investment Sales at Canada Life who will talk specifically about how Canada Life’s multi asset portfolio funds align with Dynamic Planner.

A brief overview of each of these topics is included below.

We would be delighted if you could join us. Places at the event are limited, so please register now to reserve your place. CPD will be available for all attendees. Parking is complimentary at the venue.

Venue:                 Sheraton Grand Hotel & Spa
The Glamis Suite

1 Festival Square

Edinburgh, EH3 9SR

Date:                     Thursday 2 June

Schedule:            14:30 – Registration and refreshments
15:00 – Presentations begin
16:45 – Seminar ends

Please register here

Second marriages
Cathy Russell FPFS TEP, Tax and Estate Planning Consultant at Canada Life
In the UK, around one marriage in five includes one person who had previously been married and a further one marriage in six is where both bride and groom had been married before. Clients who are in this situation present a range of problems. We will be looking at the issues they face and what estate planning strategies they should be considering.

Risk profiling & investment suitability with Dynamic Planner

Gary Savory, Business Development Manager at Distribution Technology

Gary will demonstrate how Dynamic Planner is serving the intermediary market with the UK’s number one independent risk profiling tool, asset allocation model and investment suitability service.  The session will include a role play on how technology is helping drive efficiencies in the businesses that use Dynamic Planner.

Canada Life’s Portfolio Funds

Jeff Lee, Head of Investment Sales, Retail Distribution at Canada Life

Jeff will explain how Canada Life’s multi asset portfolio funds align with Dynamic Planner and other risk profiling tools to provide risk-targeted solutions that re-balance, meaning that they can remain suitable for investors, reducing the risk to advisers and their businesses.

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