With the spring events season just around the corner, NS&I is getting back on the road and is excited to meet a lot of you.
We will exhibit and present at a variety of industry events. Our presentation will provide an overview of the unique world of the Treasury-backed NS&I – all the latest savings options, the key tax considerations and the client planning scenarios we could be suitable for. As well as what’s new and what’s coming...
Events details
|
Name
|
Date |
Location |
Registration link |
|
PA360 |
1 May |
Convene 133 Houndsditch, London |
|
|
PFS Purely Paraplanning |
7 May |
De Vere Grand Connaught Rooms, London
|
|
|
Money Marketing Interactive |
8 May |
Marriott Hotel, Leeds |
|
|
Adviser 3.0 |
15 May |
Magazine, 11 Ordnance Cres, London |
|
|
NextGen Planners |
3 June
|
Virtual conference |
|
|
9-10 July |
Annual conference – Victoria Warehouse, Manchester |
We will also host a webinar organised in partnership with Adviser 3.0 on the 26 June for which we’ll share more details in due course.
It will be great to see as many of you as possible at one or more of the events this Spring. As Cash performs a key role in client portfolios, and NS&I is a major player in this space, you will find our presentation useful as it will enable you to:
- Obtain a deeper understanding of NS&I’s Treasury-backed savings options, the related tax implications and how the products can be used in different client scenarios as part of the financial planning process.
- Learn some interesting facts, figures and anecdotes about the UK’s most unique financial services product – Premium Bonds – that you can use in your conversations with clients.
- Discover how NS&I products can be used within Trusts, SIPPs and SSASs.
- Learn about NS&I’s large, multi-year transformation programme, our new intermediary strategy and future vision, and what all of these significant developments mean for you and your clients.
If you attend any of these events don’t forget to come and talk to us at our NS&I stand too.