Agenda. London I Regional Conference Q :15. Venue: Date: Chartered Insurance Institute, 20 Aldermanbury, London, EC2V 7HY. Thursday 26 Jan 2017

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1 Agenda London I Regional Conference Q Venue: Chartered Insurance Institute, 20 Aldermanbury, London, EC2V 7HY Date: Thursday 26 Jan :15

2 In association with our Partners in Professionalism: 30-Nov :45-09:30 Delegate Registration 09:30-09:45 Welcome and Introduction from the Chairman Robert Parker, Robert F Parker Financial Services Robert Parker, Robert F Parker Financial Services 09:45-10:20 Global Market Outlook 2017 A year of living dangerously? Understand what will influence the prospects for the global economy in Outline the key fundamental drivers likely to impact asset class performance. Understand where Invesco Perpetual s fund managers believe the best opportunities lie at the asset class, regional and sector level. dontuseneil Dobson, Invesco Perpetual dontuseneil Dobson, Invesco Perpetual 10:20-10:25 Membership Officer Nigel Barlow, NBFSR Ltd Nigel Barlow, NBFSR Ltd

3 10:25-11:00 Income and Value Investing Explain the screening process for value investing. Understand the implications to income portfolios of a company s ability to maintain their dividend policy. Discuss the merits of value Vs growth investing with their clients Chris Johns, Jupiter Asset Management Chris Johns, Jupiter Asset Management 11:00-11:20 Morning Break 11:20-11:55 Managing Risk in a Topsy-Turvy world Assess the impact of quantitative easing and negative interest rate policies Explain why these policies are now a hindrance to sustained recovery Identify how to take advantage of a potential shift in emphasis towards fiscal stimulus by policy makers. Learn why inflationary pressures are being dangerously overlooked and how to invest in order to mitigate this risk David Appleton, Cornelian Asset Managers David Appleton, Cornelian Asset Managers 11:55-12:00 Education Officer Patricia Reynolds, Arterial Capital Management Patricia Reynolds, Arterial Capital Management 12:00-12:30 The Risks of Over Reliance Upon Suitability Tools Understanding the regulatory perspective Understanding volatility as a measure of risk Understanding asset allocation tools Stochastic vs Deterministic Common limitations

4 Jamie Farquhar, Square Mile Jamie Farquhar, Square Mile 12:30-13:10 Lunch 13:10-14:20 Planning to avoid the pensions tax traps How do FS benefits affect LTA and AA? What is his annual allowance? Tax position on payments to SIPP Carry-forward of unused relief calculation Neil Dickey, Professional Edge Ltd Neil Dickey, Professional Edge Ltd 14:20-14:30 Chartered Champion Hayley North, Rose & North Ltd Hayley North, Rose & North Ltd 14:30-14:35 Afternoon tea or coffee grab 14:35-15:25 Good and poor practice in the advisory process Understand the FCA s key requirements when disclosing adviser charges and services Understand the FCA s expectations on suitability of advice Explore the main issues involved when assessing the level of risk the client is willing and able to take

5 Identify if any further action is required to improve the existing advice process Chris Hewitt, FCA Chris Hewitt, FCA 15:25-15:30 Close

6 The content in each session has been carefully selected and can be considered for both structured and unstructured CPD hours, depending how this activity addressed each individual's personal development needs. Structured CPD is the undertaking of any formal learning activity designed to meet a specific learning outcome (this is what an individual is expected to know, understand or do as a result of his or her learning). Unstructured CPD is any activity an individual considers has met a learning outcome, but which may not have been specifically designed to meet their development needs. Attendance at this event can be included as part of your CPD requirements should you consider it relevant to your professional development needs.