Date |
Event |
Location |
Topic |
Format |
Organisation |
|
|
|
|
|
|
10/06/2014 |
conference |
Halifax NS |
Adding Value |
Presentation and Q+A |
Canadian Ins FP |
28/2/2014 |
Annual Dinner |
Isle of Man |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Isle of Man Insurance & Financial Services Institute |
7/2/2014 |
Annual Dinner |
Aberdeen |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Aberdeen |
10/1/2014 |
Annual Dinner |
Belfast |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Belfast Insurance Institute |
|
22/11/2013 |
Annual Dinner |
Swansea |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Swansea and West Wales |
4/11/2013 |
Training |
Manchester |
Workshop |
Training |
Prudential |
22/10/2013 |
Conference |
Islington |
Compliance |
Conference |
Defaqto |
17/10/2013 |
Training |
Harrogate |
Practice Management |
Training |
Allianz Global Investors |
16/10/2013 |
Training |
Edinburgh |
Practice Management |
Training |
Allianz Global Investors |
19/9/2013 |
PFS Meeting |
Jersey |
Lessons From The RDR |
Lecture |
PFS Jersey |
11/9/2013 |
Lecture |
London |
Chairing Lecture |
Lunchtime Lecture |
Insurance Institute of London |
4/9/2013 |
Seminar |
London |
RDR 6 Months On |
Presentation |
Black Rock |
19-21/6/2013 |
Retirement Summit |
Cork |
Chairing Conference |
Conference |
MoneyMarketing |
23/5/2013 |
TISA Meeting |
London |
Suitability |
Presentation |
TISA |
10/5/2013 |
Training |
Watford |
Presenting a fee based proposition |
Training |
Met Life |
10/5/2013 |
Training |
Ingatestone |
Presenting a fee based proposition |
Training |
Met Life |
9/5/2013 |
Training |
Cardiff |
Presenting a fee based proposition |
Training |
Met Life |
8/5/2013 |
Training |
Egham |
Presenting a fee based proposition |
Training |
Met Life |
8/5/2013 |
Training |
Horsham |
Presenting a fee based proposition |
Training |
Met Life |
30/4/2013 |
Training |
Leeds |
Presenting a fee based proposition |
Training |
Met Life |
30/4/2013 |
Training |
Manchester |
Presenting a fee based proposition |
Training |
Met Life |
29/4/2013 |
Training |
London |
Presenting a fee based proposition |
Training |
Met Life |
26/4/2013 |
Training |
Birmingham |
Presenting a fee based proposition |
Training |
Met Life |
25/4/2013 |
Training |
Bristol |
Presenting a fee based proposition |
Training |
Met Life |
24/4/2013 |
Training |
Glasgow |
Presenting a fee based proposition |
Training |
Met Life |
23/4/2013 |
Training |
Belfast |
Presenting a fee based proposition |
Training |
Met Life |
19/4/2013 |
Annual Dinner |
Ipswich |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Suffolk & N Essex
|
22/3/2013 |
Annual Dinner |
Bristol |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Bristol |
8/2/2013 |
Annual Dinner |
Luton |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Luton & St Albans |
|
23/11/2012 |
Annual Dinner |
Newcastle |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Newcastle |
20/11/2012 |
Workshop |
Birmingham |
Moving to Fees |
Presentation |
Scottish Widows |
14/11/2012 |
Workshop |
London |
Moving to Fees |
Presentation |
Scottish Widows |
7/11/2012 |
Workshop |
Bristol |
Moving to Fees |
Presentation |
Scottish Widows |
6/11/2012 |
Workshop |
Edinburgh |
Moving to Fees |
Presentation |
Scottish Widows |
2/11/2012 |
Annual Dinner |
Edinburgh |
Responding to the toast to the Chartered Insurance |
After Dinner |
CII Edinburgh |
25/9/2012 |
FPA USA |
San Antonio |
Moving to Fees |
Conference |
FPA |
14/9/2012 |
Conference |
Brands Hatch |
RDR |
Presentation |
The Network |
12/7/2012 |
Paraplanning workshop |
London |
Working with Paraplanners |
Workshop |
IFP |
2/7/2012 |
Workshop |
London |
Business Practice |
Workshop |
Blackrock |
29/4 – 1/5/2012 |
FPA Europe |
Dublin |
Risk Conversation |
Conference |
FPA Europe |
|
FPA Europe |
Dublin |
Planning Masterclass |
Conference |
FPA Europe |
20/4/2012 |
Annual Dinner |
Watford |
esponding to the toast to the Chartered Insurance Institute |
After Dinner |
CII Watford |
29/2/2012 |
Roadshow |
Guildford |
SIPP Due Diligence |
Conference |
Dentons |
28/2/2012 |
Roadshow |
London |
SIPP Due Diligence |
Conference |
Dentons |
21/2/2012 |
Roadshow |
Birmingham |
SIPP Due Diligence |
Conference |
Dentons |
21/2/2012 |
Roadshow |
Leeds |
SIPP Due Diligence |
Conference |
Dentons |
17/2/2012 |
Annual Dinner |
Southampton |
Responding to the toast to the Chartered Insurance Institute |
After Dinner |
CII Southampton |
15/2/2012 |
Conference |
Aldermanbury, London |
RDR |
Conference |
J P Morgan |
3/2/2012 |
Annual Dinner |
Hull |
Responding to the toast to the Chartered Insurance Institute |
Annual Dinner |
Insurance Institute of Hull |
27/1/2012 |
Annual Dinner |
Nottingham |
Responding to the toast to the Chartered Insurance Institute |
Annual Dinner |
Insurance Institute of Nottingham |
|
1/12/2011 |
Labuan Institute |
Malaysia |
QROPs |
QROP Workshop |
CII |
7/11/2011 |
Annual Conference |
Birmingham |
Business Practice workshop |
Conference |
PFS |
16/9/2011 |
FPA USA Annual Conference |
San Diego |
Life Without Commission |
Conference |
FPA USA |
23/6/2011 |
Training |
London |
Business Improvement |
Seminar |
Positive Solutions |
22/6/2011 |
Training |
County Antrim |
Business Improvement |
Seminar |
Positive Solutions |
21/6/2011 |
Training |
Falkirk |
Business Improvement |
Seminar |
Positive Solutions |
15/6/2011 |
Training |
Warrington |
Business Improvement |
Seminar |
Positive Solutions |
23-25/5/2011 |
Retirement Planning Summit |
Monte Carlo |
Retirement Planning |
Chairman |
MoneyMarketing |
11/5/2011 |
Sales Team Meeting |
Southampton |
Market Awareness |
Seminar |
Skandia |
29/4/2011 |
FPA European Meeting |
Nice |
Risk Profiling |
Seminar |
FPA |
27/4/2011 |
Sales Team Meeting |
Daventry |
Market Awareness |
Seminar |
Skandia |
20/4/2011 |
Sales Team Meeting |
London |
Market Awareness |
Seminar |
Skandia |
18/4/2011 |
Sales Team Meeting |
Bristol |
Market Awareness |
Seminar |
Skandia |
11/4/2011 |
Sales Team Meeting |
Manchester |
Market Awareness |
Seminar |
Skandia |
8/4/2011 |
Annual Dinner |
Cedar Court Hotel, Huddersfield |
Responding to the toast to the Chartered Insurance Institute |
After Dinner |
Insurance Institute of Halifax |
31/3/2011 |
Training |
Bristol |
Business Improvement |
Seminar |
Positive Solutions |
30/3/2011 |
Training |
Southampton |
Business Improvement |
Seminar |
Positive Solutions |
29/3/2011 |
Training |
Gatwick |
Business Improvement |
Seminar |
Positive Solutions |
25/3/2011 |
Annual Dinner |
Stratford Upon Avon |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Stratford upon Avon |
24/3/2011 |
Training |
London |
Business Improvement |
Seminar |
Positive Solutions |
17/3/2011 |
Training |
Solihull |
Business Improvement |
Seminar |
Positive Solutions |
16/3/2011 |
Training |
Warrington |
Business Improvement |
Seminar |
Positive Solutions |
15/3/2011 |
Training |
Harrogate |
Business Improvement |
Seminar |
Positive Solutions |
17/2/2011 |
Training |
Southampton |
Market Update |
Presentation |
Skandia |
|
05/03/2010 |
Annual Dinner |
Hilton Metropole, NEC, Birmingham |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Birmingham |
20/02/2010 |
Annual Dinner |
MacDonald Hotel |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Highlands and Islands |
|
03/12/2009 |
CII Learning & Development Forum |
Aldermanbury |
Reducing Conflicts of Interest inherent in remuneration practices |
Presentation |
CII |
11/10/2009 |
FPA Anaheim |
Anaheim, California |
Global Update |
Presentation |
FPA |
18/09/2009 |
Annual Dinner |
Salutation Hotel, Perth |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Perth & Dundee |
27/03/2009 |
Annual Dinner |
Grange Over Sands |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Kendal |
20/03/2009 |
Annual Dinner |
Dunkhalgh Hotel, Clayton Le Moors |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Blackburn & Burnley |
06/02/2009 |
Annual Dinner |
York Racecourse |
Responding to the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of York |
23/01/2009 |
Annual Dinner |
Adephi Hotel Liverpool |
Proposing the toast to the Chartered Insurance Institute ( www.cii.co.uk ) |
After Dinner |
Insurance Institute of Liverpool |
|
06/11/2008 |
Immi 2008 Research Forum |
Canary Wharf |
The International Adviser Panel |
Presentation |
International Money Management Institute |
07/06/2008 |
EFPA Italia National Convention |
Verona |
Round Table - Il Valore Della Professione Certificata Nel Mercato Del Risparmio |
Presentation |
EFPA |
08/05/2008 |
PFS Regional Meeting |
Rose Bowl, Botley Road, Southampton |
RDR a work in progress or a gradual reveal |
Presentation |
PFS |
28/04/2008 |
Retirement Planning Summit |
Monte Carlo |
Creating A sustainable Pension System in the UK |
Chairman |
Money Marketing |
|
23/11/2007 |
EFPA Congress 2007 |
Barcelona |
Recognition of the Profession - Educating and Informing the Public |
Presentation |
EFPA |
|
29/11/2005 |
Henry Stewart Masterclass |
The Radisson Portman Hotel, London |
Will Group SIPP be the death of the AVC and are there other victims |
Presentation |
|
03/09/2005 |
Money Box Live |
BBC |
SIPPS |
Broadcast |
Radio 4 |
|
06/10/2004 |
IFP Conference |
|
|
Presentation |
|
|
14/11/2003 |
Deacon's Choosing Dinner |
Trades House, Glassford Street, Glasgow |
Toast to The Trades Houses of Glasgow |
After Dinner |
The Incorporation of Tailors in Glasgow |
|
06/11/2002 |
Society of Financial Advisers Annual Update |
ICC Birmingham |
To see ourselves as others see us |
Presentation |
SOFA |
12/06/2002 |
The Future of Personal Pensions |
The Berners, London |
What are the prospects for the providers packaged products in the depolarised world |
Presentation |
IBC Financial |
|
24/07/2001 |
Depolarisation |
The Grange, Holborn, London |
Maintaining and building market share in a depolarised financial world |
Presentation |
IQPC |
Rob speaks in public on a regular basis, this listing gives some idea of the type of talks and the various locations where they occurred.
To manage his diary Robert reserves the right to charge for his time, preparation, travel time and costs.
Should you wish to consider Robert as a speaker please contact info@syndaxi.co.uk or telephone 020 7993 0016.