Agenda. Lancashire, Merseyside and Cumbria Regional Conference Q hrs. Venue: Date: Mercure Haydock Hotel, Penny Ln, Haydock, WA11 9SG

Transcription

1 Agenda Lancashire, Merseyside and Cumbria Regional Conference Q Venue: Mercure Haydock Hotel, Penny Ln, Haydock, WA11 9SG Date: Friday 04 May hrs

2 In association with out partners in Professionalism: 4-May :45-09:30 Delegate Registration 09:30-09:40 Chair s Introduction Peter Cowden, Close Brothers Asset Management The Wild Psychology of Fixed Income 09:40-10:15 Client uncertainties and emotions driven by political risk in a superfast world Demonstrate the value of your advice in client interactions, introducing InvestIQ The psychology of Fixed Income in the context of rising flows and rising rates Phil Robotham, Schroders

3 Pensions in 2018 and beyond 10:15-10:50 Reflect on the key changes to pensions in 2017 and the ongoing effect for clients Consider the changes likely to occur in 2018 and beyond Identify opportunities to assist new and existing clients Justin Corliss, Royal London 10:50-10:55 Education Officer Paul Lewis, Polygon Financial Ltd, Victoria Hou 10:55-11:20 Morning break 11:20-11:25 Chartered Champion Vanessa Townshend, Springfield Financial Services Is decumulation even a word? 11:25-12:00 To understand what is happening in advisory land in terms of retirement planning To understand why and how to develop a centralised retirement proposition To understand what providers can support you with Catriona Reed, Seven Investment Management Tim Coverdale, Seven Investment Management

4 Survive? 12:00-12:35 Understand the evolution of critical illness cover and the support benefits available to help survivors and their families. Reflect on your current attitude to cover and where it fits within your advice model Identify the opportunity to review the protection needs of existing clients Evaluate and review how you currently position critical illness and consider what you can do differently Steve Fallon, Legal & General Back to the future of financial advice 12:35-13:10 To understand how by implementing technology into your business can help to streamline business efficiencies and manage your regulatory business risks. To understand how consumer attitudes to online finance continue to change, how clients now want to interact with their financial adviser and how this can help strengthen client engagement. To understand what the advice gap and the affordable advice gap are and how an automated advice proposition can help bridge those gaps. Nick Eatock, Intelliflo 13:10-13:50 Lunch

5 13:50-13:55 Membership Officer Harish Patel, IDS Financial Services Ltd The power of financial planning Scope of Financial Planning Understand why traditional advice models need to evolve Determine the elements that clients need and really value 13:55-14:30 The Power to Change Lives Learn how can we develop our skills to match our knowledge Understand the questions to ask clients to discover real insight Discovery and Planning Establish how you can engage clients in the process Determine which clients can benefit most from cashflow modelling Julie Calvert, Pavis Financial Management Ltd

6 Defined benefit pension transfers As a result of this session, firms will: 14:30-15:20 Understand the FCA s current supervisory approach to defined benefit transfer advice. Gain clarity on the key risks the FCA sees regarding defined benefit pension transfer advice. Understand the FCA s expectations of firms that operate within the defined benefit pension transfer market. Mark Goold, Financial Conduct Authority 15:20-15:30 Chair's 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.