Events
Glasgow adviser event - 3 March 2026
14 December 2025
2 mins
Join our adviser event in partnership with Dentons Pensions, on 3 March in Glasgow.
We'll be running two sessions on the day:
Session 1: Investment portfolios: Fix the roof while the sun shines
William Marshall, Chief Investment Officer, HRIS, will discuss what’s next for investment markets, what this means for investment portfolios and how we can support advisers in their market related conversations with their clients.
Session 2: Where do we stand now with pensions and IHT
Stephen McPhillips, Technical Sales Director, Dentons Pensions, will re-visit the subject of the proposed changes from April 2027, in light of the Government’s response to the IHT Consultation and issuance of the draft legislation to bring these changes into effect. He'll look at aspects such as funding the payment of IHT bills and the options available, all in the context of self-invested pensions.
This event will qualify for 90 minutes of CPD, and you'll receive a certificate of attendance after the event has taken place.
Event details
Date: 3 March 2026
Location: Hymans Robertson Glasgow Office, 20 Waterloo Street, Glasgow, G2 6DB
Agenda:
12.30 - Arrival & Lunch
13.00 - Sessions
14.30 - Coffee & Networking