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AF7 Pension Transfers Case Study e-Learning Module 2022-2023 (120-day enrolment)
£162.50 (£195.00 inc. VAT)
£0.00
Key information
Join us during your lunchbreak as we chat to special guests Karen Hine, Wealth Manager for deVere Switzerland and Josh Clancey, Regional Sales Manager for Hansard Dubai about their experiences of finding, applying for and working in international roles.
Ask your questions or sit back and listen!
Event title: International Financial Services careers
Date: Wednesday 20th July
Time: 12 – 12:40pm
Platform: Zoom
Cost: FREE!
About our guests:
Karen spent her early career in the City of London, latterly as Head of Foreign Exchange Sales for Chase Manhattan Bank and Bankers Trust. After 20 years in finance she changed career to become an Executive Search consultant specialising in the finance, leisure and hospitality sectors, working across both private and public sectors. She has lived in London, New York and the Cotswolds in the UK, where she ran her own business in the health and wellness sector. In 2019 she was approached by deVere to take up a Financial Advisor role in Basel and so returning to her financial roots. Here in Switzerland Karen works with Expats to plan for their financial future, whether that’s understanding how the Swiss pension system works or more complex matters such as inheritance tax, pension planning and asset management. Most of all, she wants to ensure all her clients have a ‘worry free’ retirement and are able to enjoy the rewards of a lifetime of hard work!
Josh has over a decade of International Life company experience, starting out in 2010 servicing the UK market, before moving to Dubai in 2014 – where he has continued to manage IFA, trustee and private client relationships across the Middle East and Africa.
More recently, Josh has joined the Hansard team, managing existing and developing new relationships in the region, and promoting the overall proposition to financial advisors and wealth managers alike – driven by its award-winning technology and medium to long term investment solutions.
How to join the session
Add the event to your basket and complete the checkout. There is no cost for attending this session so no payment will be taken. You will receive an email confirming your booking and Zoom links will be shared with you shortly afterwards.
Please note: Accessing the session via the Zoom link will allow you to join the live session. The session will also be recorded and the audio recording will be made available after the event to everyone who has signed up. The audio recording may also be available publicly via the BTS website and other podcast sharing platforms.
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