Agenda. North Scotland Regional Conference Q hrs. Venue: Date: The Aberdeen Altens Hotel, Souterhead Road, Aberdeen, AB12 3LF

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Agenda North Scotland Regional Conference Q3 2018 Venue: The Aberdeen

1 Agenda North Scotland Regional Conference Q Venue: The Aberdeen Altens Hotel, Souterhead Road, Aberdeen, AB12 3LF Date: Tuesday 11 Sep hrs

2 In association with our Partners in Professionalism: 11-Sep :45-09:30 Delegate Registration 09:30-09:40 Chair s Introduction Angus Mackintosh, AMLP Financial Planning Ltd The way to Tipperary: managing low risk portfolios 09:40-10:15 Where we are in the market cycle When is the right time to invest? How to assess or build a low risk portfolio. Hugh MacTruong, Legal & General Investment Management

3 Do we confuse volatility for risk? 10:15-10:50 We ll examine whether you can sacrifice volatility without sacrificing returns Being cautious has worked but we ll question whether it will continue to do so We ll query whether a Multi Asset can stand up to today s outsourced solutions and model portfolios Andrew Burns, M&G Investments 10:50-10:55 Education Officer Sheridan Barlow, First 4 Financial Planning Ltd 10:55-11:20 Morning break 11:20-11:25 Chartered Champion Simon Glazier, Stewardship Wealth Generating Alpha in Today s Fixed Income Markets 11:25-12:00 Discuss some of the concerns in today s market Understand where you can look for yield Understand how to generate alpha in global bond markets Susan Rohe, BlackRock

4 The importance of making informed choices 12:00-12:35 Understand the differences in post-investor taxation outcomes for assets held in different tax and product wrappers Appreciate the need to use, but the limitations of, wrapper comparison tools when designing client portfolios Understand the impact of tax wrapper diversification as a tool to be used alongside investment diversification Understand other factors that need to be taken into account when selecting tax and product wrappers Catriona Mcinally, Prudential The evolution of workplace pensions and how this creates opportunity for advisers 12:35-13:10 Recognise the significance of change in the workplace pension market since 2012 and the implications for advice Understand the current challenges facing employers and employees and how advisers can support them Identify how the workplace pensions market is expected to evolve and how you can maximise advice opportunities David Phillpotts, Aegon 13:10-13:50 Lunch 13:50-13:55 Membership Officer Rob Broad, Broad Wealth Management Ltd

5 Mind the gap! Gigs, gals and young uns - protection needs of the evolving customer 13:55-14:30 Consider the ever-changing customer landscape Understand the main influences affecting my customer s financial planning requirements Identify protection opportunities within specific customer segments Recognise the importance of financial resilience Richard Smith, Zurich Going Digital in a Post-GDPR World 14:30-15:05 The ongoing and ever-present implications of GDPR for adviser firms. How to protect personal data in a modern adviser practice reliant on digital communications for speed and efficiency. How to overcome the key challenges associated with putting client data online. Sim Sangha, Moneyinfo Social impact investing: The role of sustainability in future-proofing your business 15:05-15:40 Why ESG investing is of growing importance The challenges of integrating sustainability and how to overcome them How ESG factors are implemented and assessed within portfolios Ross MacKinnon, Schroders

6 15:40-15:45 Chair s Close North Scotland Regional Conference Q3 2018

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

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.

Agenda. Norfolk Regional Conference Q hrs. Venue: Date: Dunston Hall Hotel, Ipswich Road, Norwich, NR14 8PQ. Thursday 20 Sep 2018

Agenda. Norfolk Regional Conference Q hrs. Venue: Date: Dunston Hall Hotel, Ipswich Road, Norwich, NR14 8PQ. Thursday 20 Sep 2018 Agenda Norfolk Regional Conference Q3 2018 Venue: Dunston Hall Hotel, Ipswich Road, Norwich, NR14 8PQ Date: Thursday 20 Sep 2018 4hrs In association with out partners in Professionalism: 20-Sep-2018 08:45-09:30