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A local and regional series of themed networking events
We will be exploring three main themes:
Creativity – focusing on all aspects of the creative sector, such as film and music, with major economic as well as cultural benefits to the area.
Innovation – encouraging a diverse range of new and expanding businesses of all sizes, to develop new skills and opportunities.
The Built Environment – looking at best practice in the design and infrastructure of our towns and cities.
The events will allow participants to reach other people and businesses who share common interests, and an aspiration to work together.
STAY IN THE KNOW
Keep up-to-date about what’s happening at New Opus through our regular articles and posts. Our team keeps its ears to the ground and eyes on the next big thing so we can bring those trends to you, so check out the latest stories below.
agenda
National peer group (IFAs) - INVITATION ONLY
QROPS and where/when they can still be used
Oct 19th 2022
11.00 - 12.30pm
ONLINE VIA ZOOM
This session will cover QROPS background, current legislation, benefits and features, and will discuss how advisers can use QROPS for UK clients to mitigate Lifetime Allowance charges.
Join us to find out more on 19th October with John Clare, Pensions Consultant, QB Partners.
For financial professionals (CPD qualifying) and by invitation only.
Organised by Roger Tull
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker:
John Clare, Pensions Consultant, QB Partners (QB Partners).
Next Generation technical support from an independent specialist.
Followed by group discussion.
National peer group (IFAs) - INVITATION ONLY
Family Investment Company as a trust alternative for Estate Planning
Nov 16th 2022
11.00 - 12.30pm
ONLINE VIA ZOOM
Trusts have been the traditional way to pass down family wealth to future generations. Tax changes over the past few years mean that Family Investment Companies (FICs) may offer a more efficient option. Find out more with Andy Lee, Director of Ralston Group, a family owned Tax and Estate Specialist.
For financial professionals (CPD qualifying) and by invitation only.
Organised by Roger Tull
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker - Andy Lee, Director, Ralstan Group (Ralstan Group)
Tax and Estate Planning Solutions that suit your requirements
Followed by group discussion.
National peer group (IFAs) - INVITATION ONLY
How your IFA business is valued by clients
Dec 14th 2022
11.00 - 12.30pm
ONLINE VIA ZOOM
How businesses are valued and how important it is for advisers to be “asking the right questions”.
We are no longer in the pre-Covid world where “things just went up” and funding was available at seemingly higher prices as businesses expanded.
Join us on 14th December to find out from Richard Angus just how to add value to your business and stay ahead of the competition in these turbulent times.
For financial professionals (CPD qualifying) and by invitation only.
Organised by Roger Tull
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker - Richard Angus, Director, Hardman & Co (Hardman & Co)
We provide independent investment research and advice that helps companies communicate with investors, wherever they are.
Followed by group discussion.
National peer group (IFAs) - INVITATION ONLY
Get More Clients - 19 tactics to grow your IFA business
Jan 18th 2023
11.00 - 12.30pm
ONLINE VIA ZOOM
Running a small service business is a balancing act and finding new clients can be a constant struggle. A common mistake is to stop looking for new business when you are too busy, searching for new business is something you should do continually. Join us to learn the secrets of successful marketing for new clients, using a variety of free and paid methods.
This seminar is aimed at IFA's, and anyone else who relies on getting individual clients.
For financial professionals only.
Organised by Roger Tull
Hosted by Paul Wilkins (Azzurro Marketing)
Speaker - Paul Wilkins - Founder, Azzurro Marketing (Azzurro Marketing)
Azzurro is a results-focused creative marketing specialist helping business owners address their marketing issues, improve results and kick start growth.
Followed by group discussion.
19 tactics
Pension Lifetime charge
Our venues are centrally located with good transport links and plenty of (paid) parking.
How to reach our venues:
The Venues
The Hive - Southend
The Old Central Library, Victoria Ave, Southend-on-Sea SS2 6EX
Central London
Moor Place, 1 Fore Street Avenue,
London EC2Y 9DT.
The Venue
Our Sponsors
LEADING IN THE INDUSTRY
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