Agenda. Isle of Man Regional Conference Q :45. Venue: Date: Sefton Hotel, Harris Promenade - Douglas, Douglas, IM1 2RW. Friday 09 Nov 2018

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Agenda Isle of Man Regional Conference Q4 2018 Venue: Sefton Hotel,

1 Agenda Isle of Man Regional Conference Q Venue: Sefton Hotel, Harris Promenade - Douglas, Douglas, IM1 2RW Date: Friday 09 Nov :45

In association with our Partners in Professionalism:

The retirement conundrum Examine the main approaches to

developments in underwriting and how this can improve

approach to guarantees and investment Billy Brown,

drivers and outlook for fixed income assets going forwards

2 In association with our Partners in Professionalism: 9-Nov :30-12:00 Delegate Registration 12:00-12:35 The retirement conundrum Examine the main approaches to risk-based retirement income planning Consider the developments in underwriting and how this can improve client outcomes Consider the benefits of a combined approach to guarantees and investment Billy Brown, TriplePoint 12:35-13:10 Demystifying duration Identify the drivers and outlook for fixed income assets going forwards Understand the role of duration in a bond portfolio and its importance at this stage of the cycle

3 Gain an insight into several practical strategies to manage interest rate sensitivity Steve Bramley, Fidelity International 13:10-13:50 Lunch 13:50-13:55 Membership Officer An intro to Mitch Anthony: Mitch personally consults with many of the largest and most recognisable names in the financial services industry, on both financial life planning and relationship development. The Personal Finance Society have produced three videos in association with Mitch, where he discusses his approach to life centered planning and why deepening your client relationships based on a new type of advisory model could transform your business. In this session, we will show the first video, where Mitch discusses the need for a new advisory model which moves beyond ROI, to focus more on ROL (Return On Life). The other 2 videos can be found on the Power website ( where you can further explore life centered financial planning and aspects of how to deepen client relationships. Natalie-Jayne Bush, Thornton Chartered FP

4 13:55-14:30 Tax and Trusts Easing the tax pain on mortgage interest borrowing Tax efficient investments for companies Planning with pension death benefits with flexibility Planning not to lose the residence NRB Rysaffe planning still alive and well RLP/EGLP taxation an update Chargeable event traps and how to avoid them John Woolley, Technical Connection 14:30-15:30 Don't mention the pension! Understand how the carefully considered use of open and closed questioning techniques can improve your advice process. Understand the new rules and underlying assumptions relating to the use of appropriate pension transfer analysis when assessing the suitability of a defined benefit pension transfer. Understand how pension contributions don't just boost retirement funding but also help with tax planning. Paul Duckworth, 2 Park Avenue 15:30-15:35 Chair s Close

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

5 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.

Agenda. Northern Ireland Regional Conference Q hrs. Venue: Date:

Agenda. Northern Ireland Regional Conference Q hrs. Venue: Date: Agenda Northern Ireland Regional Conference Q4 2018 Venue: Titanic Museum Belfast, 1 Olympic Way, Queens Road, Titanic Quarter,, Belfast, BT3 9EP Date: Wednesday 07 Nov 2018 4hrs In association with our