Agenda. Stamford Regional Conference Q hrs. Venue: Date: Peterborough Marriot, Tesla Court Peterborough Business Park, Lynch Wood, PE2 6GB

Transcription

1 Agenda Stamford Regional Conference Q Venue: Peterborough Marriot, Tesla Court Peterborough Business Park, Lynch Wood, PE2 6GB Date: Thursday 22 Sep hrs

2 In association with out partners in Professionalism: 30-Nov :30-09:30 Registration 09:30-09:45 Welcome and opening by Chair Mark Nind, RJB Financial Services Mark Nind, RJB Financial Services

3 Opportunities in UK Income 09:45-10:20 The importance of long term investing and why we believe not being overly influenced by short term events is important Understanding the need for a flexible approach Where we see the current opportunities within the UK market Mark Hemsley, BlackRock Mark Hemsley, BlackRock Regrets? They ve got a few... 10:20-10:55 Have a good understanding of the various retirement journeys clients can take Consider the risks and benefits of different retirement strategies Identify tools available in the market and how these can be integrated with their own business models and processes Kirsty Anderson, Prudential Kirsty Anderson, Prudential 10:55-11:00 Education Officer 11:00-11:20 Tea & Coffee

4 Taking control important legal issues for clients in later life 11:20-11:55 Refresh your understanding of Powers of Attorney including recent changes as highlighted in LP12 Specifically understand the importance of the need for express permissions in respect of Discretionary Investment Management Review the relevance of advance decisions, advance statements and living wills in respect of client wishes for later life ( including DNR - do not resuscitate ), and how these differ from lasting Powers of Attorney Suzanne Evans, Greenwoods Solicitors Suzanne Evans, Greenwoods Solicitors Advising our Ageing Population 11:55-12:30 Consider the issues facing our ageing population and how these threaten your clients' savings Introduce 'The Exposed Generation' and discuss your views, thoughts and expectations Put forward our views on how retirement will alter as society changes and embraces pension freedoms Explore the steps which you could take to assist both advisers and clients deliver a more certain retirement Richard Evans, MetLife Richard Evans, MetLife 12:30-12:35 Membership Officer

5 The Global Economy on Trial 12:35-13:15 Explain the significance of Emerging Markets in the context of a Global Recession. Understand drivers of historical recessions. Appraise Fixed Income Opportunity / Cost in 2016 Understand Issues in Liquidity Management. Julian Hince, M&G Investments Julian Hince, M&G Investments Laura Frost, M&G Laura Frost, M&G 13:15-13:55 Lunch Case Study: Income Drawdown Investment Strategies: Theories, Myths and Facts, Financial Planning Implications 13:55-15:05 Understanding how investment needs differ between decumulation & accumulation investment strategies An examination of academic research on investment decumulation strategies Understanding the behavioural influences on clients at decumulation Sean McGuire, Old Mutual Wealth Sean McGuire, Old Mutual Wealth 15:05-15:10 Coffee & Tea collection

6 Research and Due Diligence 15:10-15:50 Understand the key findings from the research & due diligence thematic review Explore good and poor practice examples Review your own approach to research & due diligence Rory Percival, 23 College Road Rory Percival, 23 College Road 15:50-15:55 Close by Chair Mark Nind, RJB Financial Services Mark Nind, RJB Financial Services

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.