Agenda. Norfolk Regional Conference Q hrs. Venue: Date: Dunston Hall Hotel, Ipswich Road, Norwich, NR14 8PQ. Wednesday 28 Nov 2018

Transcription

1 Agenda Norfolk Regional Conference Q Venue: Dunston Hall Hotel, Ipswich Road, Norwich, NR14 8PQ Date: Wednesday 28 Nov hrs

2 In association with our Partners in Professionalism: 28-Nov :45-09:30 Delegate Registration 09:30-09:40 Chair s Introduction Hazel Bowen, Smith & Pinching Group Ltd

3 The road ahead - investing for tomorrow s world 09:40-10:15 Explain what the credit cycle is; its influence on risk asset returns and what the outlook for the cycle is. Understand why the linkage between accelerating US wage growth and inflation will be less strong than many fear and why this matters. Explore real world examples of how digitalisation is unlocking significant productivity gains across a range of industries. Hector Kilpatrick, Cornelian Asset Managers The dawn of disruption 10:15-10:50 Explain how a number of key trends associated with how we live, work and consume are influencing markets Understand the evolution of major asset classes and the opportunities for investors Identify the reality of the disruption and what it means to your clients Matthew Cheek, Janus Henderson Investors 10:50-10:55 Education Officer Steve Derrick, W L Derrick & Co Ltd 10:55-11:20 Morning Break

4 11:20-11:25 Chartered Champion Matthew Goddard, Almary Green Investments The only way is ethics 11:25-12:00 The evolution of ESG from the first invested company to modern organisations and why good companies make better investments The different strands of ethics The client journey and how they choose to invest has changed over time Changing attitude and changing demographics why this is so important to future proof your business James England, Standard Life Wealth The retirement conundrum 12:00-12:35 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 Jeremy Martin, Just

5 Ad Utrumque Paratus - pension transfers and IHT 12:35-13:10 Briefly identify where and why (and where not) pensions and pension planning can potentially give rise to inheritance tax issues Analyse and understand where pension transfers can give rise to IHT issues Recognise and quantify these IHT issues both generally and specifically vis-à-vis to individual circumstances Analyse the Staveley case and understand the nature of the section 10 IHTA 1984 defence Understand whether and which alternative planning approaches might be relevant Paul Kennedy, FundsNetwork 13:10-13:50 Lunch 13:50-13:55 Membership Officer Christopher Yates, Eastern Financial Consultants Ltd Tax and Trusts 13:55-14:30 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

6 Don't mention the pension! 14:30-15:30 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

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.