San Francisco, California
London, United Kingdom
CHARTERED CONNECTIONS EVENT | 4th OCTOBER | NORTH SCOTLAND | IN ASSOCIATION WITH CASCADE CASH MANAGEMENT
You are invited to our next Chartered Connections event in our region. Join us for:
Managing cash in a low-interest rate environment
Tuesday 4th October
Years in a low-interest rate environment has damaged the returns for savers, leading to what is becoming known as the "savings crisis". This presentation will outline what you should expect in the coming year for savings and how you can position cash portfolios accordingly.
1:15pm: Finish and Q&A
A sandwich lunch will be provided
AAB, Kingshill View, Prime Four Business Park, Kingswells, AB15 8PU
Dr. Emma L.Black, Managing Director, Cascade Cash Management Ltd.
After this session, delegates will be able to:
Advice on cash portfolios, obtaining suitable fact find information to construct a diversified cash portfolio balancing depositor protection and liquidity,
Explain the depositor protection legislation and the difference between UK and non-UK banks.
Understand the regulators cash remedies papers, namely CP 15/24 and PS15/27.
Distinguish between the different types of cash accounts available – instant access, notice accounts and fixed-term deposits.
Understand what is taking place economically in the UK and how it affects the cash savings market.
Identify the obstacles in the road ahead for savers following the vote to Leave the EU
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Personal Finance Society
Our mission is to lead the financial planning community towards higher levels of professionalism, exhibited through ethical and behavioural standards, skill and technical knowledge to the ultimate benefit of the profession and the consumer alike.
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