Agenda. Norfolk Regional Conference Q hrs. Venue: Date: Dunston Hall Hotel, Ipswich Road, Norwich, NR14 8PQ. Wednesday 08 Mar 2017

Transcription

1 Agenda Norfolk Regional Conference Q Venue: Dunston Hall Hotel, Ipswich Road, Norwich, NR14 8PQ Date: Wednesday 08 Mar hrs

2 In association with out partners in Professionalism: 30-Nov :45-09:30 Delegate Registration 09:30-09:45 Welcome and Introduction from the Chairman Simon Jones, Jones Financial (Norwich) Ltd Simon Jones, Jones Financial (Norwich) Ltd Global Market Outlook 2017 A year of living dangerously? 09:45-10:20 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. Neil Dobson, Invesco Perpetual Neil Dobson, Invesco Perpetual

3 10:20-10:25 Membership Officer Mark Jenner, Canada Life Assurance Co Mark Jenner, Canada Life Assurance Co Income and Value Investing 10:25-11:00 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 11:00-11:20 Morning Break Chris Johns, Jupiter Chris Johns, Jupiter Managing Risk in a Topsy-Turvy world 11:20-11:55 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 Hector Kilpatrick, Cornelian Asset Managers Hector Kilpatrick, Cornelian Asset Managers

4 11:55-12:00 Education Officer Christopher Yates, Eastern Financial Consultants Ltd Christopher Yates, Eastern Financial Consultants Ltd The Risks of Over Reliance Upon Suitability Tools 12:00-12:30 Understanding the regulatory perspective Understanding volatility as a measure of risk Understanding asset allocation tools Stochastic vs Deterministic Common limitations Jamie Farquhar, Square Mile Jamie Farquhar, Square Mile 12:30-13:10 Lunch

5 Planning to avoid the pensions tax traps How do FS benefits affect LTA and AA? 13:10-14:20 What is his annual allowance? Tax position on payments to SIPP Carry-forward of unused relief calculation Paul Duckworth, 2 Park Avenue Paul Duckworth, 2 Park Avenue 14:20-14:30 Chartered Champion Matthew Goddard, Almary Green Investments Matthew Goddard, Almary Green Investments 14:30-14:35 Afternoon tea or coffee grab

6 Good and poor practice in the advisory process 14:35-15:25 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 Identify if any further action is required to improve the existing advice process Ritchie Thomson, Financial Conduct Authority Ritchie Thomson, Financial Conduct Authority 15:25-15:30 Close

7 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.