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North Scotland Chartered Connections Event

Personal Finance Society

Tuesday, 4 October 2016 from 12:00 to 14:00 (BST)

North Scotland Chartered Connections Event

Ticket Information

Type End Quantity
Chartered Financial Planner 4 Oct 2016 Free  

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Event Details

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

on

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. 

 

Agenda

11:45am: Registration

12:00pm: Start

1:15pm: Finish and Q&A

A sandwich lunch will be provided

Venue

AAB, Kingshill View, Prime Four Business Park, Kingswells, AB15 8PU

Speakers

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

Do you have questions about North Scotland Chartered Connections Event? Contact Personal Finance Society

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When & Where


AB15 8PU
AAB, Kingshall View
Prime Four Business Park
AB15 8PU Kingswells
United Kingdom

Tuesday, 4 October 2016 from 12:00 to 14:00 (BST)


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Organiser

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.

The Personal Finance Society is a not-for-profit organisation with member-led governance.

Personal Finance Society website

  Contact the Organiser
North Scotland Chartered Connections Event
Things to do in Kingswells Seminar

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