Future Meetings

  • 16/17 January 2025 -Elvetham
  • 20/21 March 2025 - Woodlands
  • 5/6 June 2025 - Woodlands
  • 9/10 October 2025 - Audleys Wood

Past meetings & Presentations

10/11 October 2024 - Woodlands Park Hotel
Agenda and Presentations

27/28 June 2024 - Woodlands Park Hotel
Agenda and Presentations

18/19 April 2024 - Woodlands Park Hotel
Agenda and Presentations

18/19 January 2024 - Woodlands Park Hotel
Agenda and Presentations

12/13 October 2023 - Audleys Wood Hotel
Agenda and Presentations

22/23 June 2023 - The Nutfield Priory
Agenda and Presentations

27/28 April 2023 - The Elvetham Hotel
Agenda and Presentations

19th / 20th January 2023 - Woodlands Park Hotel
Agenda and Presentations

6th - 7th October 2022 - Woodlands Park Hotel
Agenda and Presentations

7th - 8th July 2022 - The Elvetham Hotel, Hartley Wintney, Hants
Agenda and Presentations

28 - 29 April 2022 - Nutfield Priory Hotel, Nr Redhill, Surrey
Agenda and Presentations

10th - 11th February 2022 - Nutfield Priory Hotel, Nr Redhill, Surrey
Agenda and Presentations

2nd - 3rd December 2021 - Woodlands Park Hotel
Agenda and Presentations

7th - 8th October 2021 - The Elvetham Hotel, Hartley Wintney, Hants
Agenda and Presentations

22nd April 2021 - Distribution post pandemic
Agenda and Presentations

25th March 2021 - Virtual Meeting - Returning to the office
Agenda and Presentations

February 2021 - Virtual Meeting - Retirement
Agenda and Presentations

January 2021 - Virtual Meeting
Agenda and Presentations

19th November 2020 - Adviser Tech - Virtual Meeting
Agenda and Presentations

15th October 2020 - Virtual Meeting
Agenda and Presentations

20th August 2020 - Virtual Meeting
Agenda and Presentations

16th July 2020 - Virtual Meeting

18th June 2020 - Virtual Meeting
Agenda and Presentations

16th - 17th January 2020 - The Elvetham Hotel, Hartley Wintney
Agenda and Presentations

10th - 11th October 2019 - Woodlands Park Hotel, Cobham, Surrey
Agenda and Presentations

20th - 21th June 2019 - Vertical integration and it's impact on distribution and advice - Nutfield Priory
Agenda and Presentations

4th - 5th April 2019 - Future Trends in Investment - The Elvetham Hotel
Agenda and Presentations

17th - 18th January 2019 - Retirement - Woodlands Park Hotel
Agenda and Presentations

18th - 19th October 2018 - Nutfield Priory, Redhill, Surrey
Agenda and Presentations

28th - 29th June 2018 - The Elvetham Hotel, Hartley Wintney, Hampshire
Agenda and Presentations

19th - 20th April 2018 - Woodlands Park Hotel, Cobham, Surrey
Agenda and Presentations

18th - 19th January 2018 - Nutfield Priory, Redhill, Surrey
Agenda and Presentations

19th - 20th October 2017 - The Elvetham Hotel, Hartley Wintney, Hampshire
Agenda and Presentations

22nd - 23rd June 2017 - Down Hall Country House Hotel
Agenda and Presentations

27th - 28th April 2017 - Woodlands Park Hotel, nr Cobham, Surrey
Agenda and Presentations

19th - 20th January 2017 - Nutfield Priory, Nutfield, Surrey
Agenda and Presentations

13th - 14th October 2016 - The Elvetham Hotel, Hartley Wintney, Hampshire
Agenda and Presentations

23rd - 24th June 2016 - Down Hall Country House Hotel, Essex
Agenda and Presentations

21st - 22nd April 2016 - Woodlands Park Hotel, nr Cobham, Surrey
Agenda and Presentations

14th – 15th January 2016 - The Nutfield Priory Hotel & Spa, Redhill, Surreyy
Agenda and Presentations

22nd - 23rd October 2015 - The Elvetham, Hartley Wintney, Hampshire

25th - 26th June 2015 - Down Hall Country House, Nr Bishops Stortford, Herts

16th - 17th April 2015 - Outsourcing Investment Management - Woodlands Park Hotel, Nr Cobham, Surrey

22nd - 23rd January 2015 - The Future of Platforms - The Nutfield Priory Hotel & Spa, Nr Redhill, Surrey

20th November 2014 - The inaugural CEO Investment Network Conference - Hotel Cafe Royal, 68 Regent Street, London W1B 4DY

22nd - 23rd October 2015 - The Elvetham, Hartley Wintney, Hampshire

16th - 17th October 2014 - The Elvetham, Hartley Wintney, Hampshire

26th - 27th June 2014 - Woodlands Park Hotel, Nr Cobham, Surrey

10th - 11th April 2014 - The Elvetham, Hartley Wintney, Hampshire

23rd - 24th January 2014 - Nutfield Priory Hotel & Spa, Nutfield, Redhill, Surrey

24th - 25th October 2013 - The Elvetham, Hartley Wintney, Hampshire

4th - 5th July 2013 - Woodlands Park Hotel, Nr Cobham, Surrey

18th - 19th April 2013 - Down Hall Country House Hotel, Nr Bishops Stortford, Herts

24th - 25th January 2013 - Nutfield Priory, Redhill, Surrey

18th - 19th October 2012 - The Elvetham, Hartley Wintney, Hampshire

28th - 29th June 2012 - Woodlands Park Hotel, Cobham, Surrey

19th - 20th April 2012 - Down Hall Country House Hotel, Nr Bishops Stortford, Herts

26th - 27th January 2012 -Wotton House Hotel, Dorking, Surrey

3rd - 4th November 2011 - The Elvetham, Hartley Wintney, Hampshire

30th June - 1st July 2011 - Woodlands Park Hotel, Cobham, Surrey

14th - 15th April 2011 - Downhall Country House Hotel

20th - 21st Janaury 2011 - Frimley Hall Hotel

7th - 8th October 2010 - The Elvetham, Hartley Wintney, Hampshire

1st - 2nd July 2010 - Woodlands Park Hotel

22nd - 23rd April 2010 - Down Hall Country House Hotel

21st - 22nd January 2010 - Frimley Hall Hotel

8th - 9th October 2009 - The Elvetham, Hartley Wintney, Hampshire

2nd - 3rd July 2009 - Woodlands Park Hotel

23rd - 24th April 2009 - Downhall Country House Hotel

22nd - 23rd January 2009 - Frimley Hall Hotel

9th - 10th October 2008 - The Elvetham, Hartley Wintney, Hampshire

10th - 11th July 2008 - Woodlands Park Hotel

24th - 25th April 2008 - Lythe Hill Hotel

11th - 12th October 2007 - Pendley Manor