Cambridge & Peterborough PFS - Breakfast, Business Relief and Bank of England Update
We are pleased to welcome Kieran Dent from the Bank of England and Martin Perrett from Puma Investments for our next PFS Local event in Newmarket.
Agenda for the morning:
08.00am-08.30am - Arrival, coffee & networking
08.30am-09.00am - Breakfast served
09.00am-09.30am - Presentation from Kieran Dent, Agent, Bank of England
09.30am-10.00am - Presentation from Martin Perrett, Senior Business Development Manager, Puma Investments
10.00am-10.30am - Coffee & networking
10.30am - Event close
Our presentations:
Update from the Bank of England
Kieran will be outlining the Bank’s latest assessment of the UK economy and the outlook for inflation and economic activity.
Business Relief Portfolios: Risk, Liquidity & Adviser Due Diligence
If advisers are considering a business relief solution for clients, there are three fundamental questions to be answered:
- Will the investment remain BR-qualifying?
- How secure is the underlying capital?
- How and when can investors or their estates access their money?
These three themes will guide our presentation and discussions on the day.
Our speakers:
Kieran Dent, Agent, Bank of England
Kieran became Agent for the South East and East Anglia in 2023. Prior to joining the Bank’s Agency network, Kieran was, for many years, a senior economist within the Bank’s Monetary Analysis area, working on the Bank’s UK forecast and monetary strategy teams. Kieran joined the Bank in 2011, starting out in its Financial Stability area, working on the design of the Bank’s concurrent stress test of the UK banking system, and issues concerning the UK banking sector more generally.
Martin Perrett, Senior Business Development Manager, Puma Investments
Martin has been at Puma for over 2 years and thoroughly enjoys building relationships and supporting Advisers in the East of England region. Before joining Puma, he spent almost five years at Blackfinch Investments and a further five years at TIME Investments, building strong expertise in financial services.
Venue