Pension and Investment Seminar

14 Jun 2019

talkingdeVere France organised a Pension and Investment Seminar in Carcassonne on the 23rd of May.

This annual event, arranged by Financial Coordinator Karen Hendry and hosted by Financial Adviser Robert Hendry, once again proved to be very popular with 27 guests having attended. A wide range of issues were covered; from UK pension transfers, tax efficient investment, property investment and an introduction to the full range of deVere France services for residents in France. Our guest speakers and order of topics covered are as follows:

Robert Hendry - About deVere, deVere group key facts, deVere group services, deVere France and our clients
Richard Garrod - Trireme, QROPS, QNUPS, SIPP
David Matthews - OMI UK pensions
Robert Hendry - Assurance vie
Freddie Streeter - Pacific, fund manager
François Cathala - French notary
Robert Hendry - Q&A and summary

The morning ended with an informal buffet lunch where the speakers had a chance to mingle with the guests. The feedback from guests was that the morning was informative, interesting, speakers were knowledgeable and the range of issues covered were those that are important to them.