Agenda. London I Regional Conference Q hrs. Venue: Date: Chartered Insurance Institute, 20 Aldermanbury, London, EC2V 7HY. Monday 30 Oct 2017

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1 Agenda London I Regional Conference Q Venue: Chartered Insurance Institute, 20 Aldermanbury, London, EC2V 7HY Date: Monday 30 Oct hrs

2 In association with our Partners in Professionalism: 30-Oct :45-09:30 Delegate Registration 09:30-09:55 Chairman s Introduction and AGM Robert Parker, Robert F Parker Financial Services Robert Parker, Robert F Parker Financial Services The ABC of DB to DC 09:55-10:30 How to assess clients suitability for DB to DC transfer and identify appropriate investment solutions Understand the decumulation challenges, particularly critical yield, income requirements, longevity and investment returns Why a centralised retirement proposition and outsourced investment management could be compelling solutions for advisers and clients How the debate has moved on with the rise of the partial pension transfer James England, Standard Life Wealth James England, Standard Life Wealth

3 Evolution and innovation: survival of the fittest 10:30-11:05 Understand the significance of Moore s Law when it comes to innovation Appreciate some of the long term secular growth trends driving innovation and shareholder returns Understand the role of demographics and how the delta at which innovation is being embraced is changing the investment landscape. Identifying your client exposure to technology and innovation within a portfolio Richard Clode, Janus Henderson Investors Richard Clode, Janus Henderson Investors 11:05-11:10 Education Officer Sebastian Hurst, Plutus Wealth Management Sebastian Hurst, Plutus Wealth Management 11:10-11:35 Morning break Are you ready for a sideways market? 11:35-12:10 Learn about contrasting trends that are shaping markets Understand the prospects for equity markets in that context and why a sideways market is the most likely scenario Gain an insight into the types of strategies and companies that could outperform in a sideways market James Bird, Fidelity International James Bird, Fidelity International

4 Retirement Advice looking to the future 12:10-12:45 Describe recent regulatory commentary and proposals for change in the retirement market Consider the thought processes of clients approaching retirement decisions Evaluate how well their processes and proposition meet the needs of today s clients at and in retirement Billy Brown, Just Retirement Billy Brown, Just Retirement 12:45-13:25 Lunch 13:25-13:30 Membership Officer Angela Lloyd-Read, Canaccord Genuity Wealth Management Angela Lloyd-Read, Canaccord Genuity Wealth Management

5 Case Study: There are only two certainties in life 13:30-14:30 Understanding and applying the residence nil rate band which commenced being phased in from 6 April 2017 Understanding and applying the rules also being phased in from 6 April 2017 relating to tax relief on interest payments on buy to let mortgages Understanding the potential impact of ill health on Inheritance Tax when carrying out a defined benefit pension transfer We will set a task for the group for each of the three topics above, discuss your thoughts and then explain the position and where appropriate provide a solution. Neil Dickey, Professional Edge Ltd Neil Dickey, Professional Edge Ltd 14:30-14:40 Afternoon comfort break Upcoming changes to the regulatory landscape 14:40-15:20 Understand the key elements of MiFID II, IDD and PRIIPs that impact upon financial advisers Identify the areas firms need to consider to ensure they are meeting the new requirements Understand the FCA s supervisory approach for financial advisers Chris Hewitt, FCA Chris Hewitt, FCA

6 15:20-15:30 Close Robert Parker, Robert F Parker Financial Services Robert Parker, Robert F Parker 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.