Positive Solutions is launching its latest series of “Wealth Synergy Events” with the support of several leading financial service providers, as part of its ongoing endeavour to help advisers experience a smooth transition to Adviser Charging.

Following on from events held in March, these latest roadshows are open to all advisers accross the industry and designed to provide them with the practical help they need to prepare for adviser charging.

The nine UK roadshows, held in association with Jupiter, Prudential, Standard Life and AEGON, will be hosted by Positive Solutions Compliance Director, James McCourt and will feature expert speakers from each of the leading providers.

Positive Solutions believes that, for many advisers, discussing fees with new and existing clients can be daunting. To address this, each of the events will include an interactive training session run by Ideas Lab, the developers of Positive Solutions’ Evolution e-toolkit, focused on helping advisers promote their RDR-ready business to new and existing clients.

Each event will also feature:

• A World Market Overview from Jupiter looking at the past, present and future of the world’s leading economies and highlighting the merits of both developed and emerging markets for investors.

• Investment Planning Strategies from Prudential and Standard Life, looking at the taxa-tion of investments across different wrappers and highlighting the most efficient options.

• A Pensions Reform overview from AEGON, highlighting the opportunities for advisers in helping employers meet their new duties.

Each of the roadshows will also include an insight into recent developments at Positive Solutions.

Lee McGrath, Manager Strategic Partnerships, said:

“The RDR is now only 18 months away and we are determined to offer our IFA Partners the most comprehensive training and support package available within the industry. Our Synergy events give us the perfect platform to interact and engage with advisers which makes them a highly effective way of providing face to face help and advice. They ideally compliment the academic and practical training we offer through our Learning Academy and our recently launched Evolution online toolkit which focuses on helping advisers prepare for adviser charg-ing.

“We’re delighted to have the expertise of some of the leading names in the industry to help us deliver these events.”

The events are free to attend and start at 10am. To book a place advisers should telephone 0800 953 0262.

Dates and venues:
14 June – Barceló Harrogate Majestic Hotel, North Yorkshire
15 June – Park Royal Hotel, Stretton Road, Warrington
16 June – St John’s Hotel, Warwick Road, Solihull
21 June - Airth Castle Hotel, Falkirk, Fife
22 June – Hilton Templepatrick, Templepatrick, Country Antrim
23 June – Grand Connaught Rooms, 61/65 Great Queen St, London
28 June – Hilton London Gatwick South Terminal, Gatwick Airport
29 June – Botley Park Winchester Road, Boorley Green, Southampton
30 June – Double Tree Hilton Cadbury House Hotel, Yatton, Bristol

-Ends-

Further information
Mark Locke
PR Manager
AEGON
0131 549 3766
mark.locke@aegon.co.uk

Notes to Editor

• Positive Solutions’ Evolution e-toolkit has been developed in conjunction with the Ideas Lab and is designed to help Partners transform their business in readiness for the RDR and introduction of adviser charging. The toolkit consists of seven web-based tools on a bespoke ‘Evolution’ website available through the Positive Solutions extranet.

• Positive Solutions is a leading national IFA with over 1,400 registered individuals. It is owned by AEGON UK.

• In the UK AEGON offers pensions, life insurance, asset management and financial advice to around two million customers. AEGON UK has assets under administration of £57.7 billion and employs approximately 4,000 staff.