Agenda. Lancashire, Merseyside and Cumbria Regional Conference Q Venue: Date:

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1 Agenda Lancashire, Merseyside and Cumbria Regional Conference Q Venue: Mercure Dunkenhalgh Hotel and Spa Lancashire, Blackburn Road, Clayton-le- Moors, BB5 5JP Date: Thursday 08 Feb 2018

2 4hrs Lancashire, Merseyside and Cumbria Regional Conference Q1 2018

3 In association with out partners in Professionalism: 8-Feb :45-09:30 Delegate Registration 09:30-09:45 Chair s Introduction Peter Cowden, Close Brothers Asset Management Peter Cowden, Close Brothers Asset Management Can Goldilocks continue? By the end of the seminar, attendees will be able to: 09:45-10:20 Understand the outlook for global inflation and growth in Outline the key fundamental factors likely to determine asset class performance. Understand where Invesco Perpetual s investment experts believe the best opportunities lie at the asset class, regional and sector level. Neal Bailey, Invesco Perpetual Neal Bailey, Invesco Perpetual

4 Mega Trends Where next for Demographics, Technology and Investment Returns? By the end of this presentation, attendees will be able to: 10:20-10:55 Discuss how changing demographics are impacting the investment landscape, both at home and abroad Understand the opportunities which are arising in new and emerging markets Explain how active managers can make a demonstrable difference to an emerging market portfolio Chris Johns, Jupiter Chris Johns, Jupiter 10:55-11:00 Education Officer Paul Lewis, Polygon Financial Ltd, Victoria Hou Paul Lewis, Polygon Financial Ltd, Victoria Hou 11:00-11:25 Morning break 11:25-11:30 Chartered Champion Vanessa Townshend, Springfield Financial Services Vanessa Townshend, Springfield Financial Services

5 Business Relief Investment in 2018 : A Diverse Market Providing Unique IHT Planning Opportunities At the end of this session you will be able to: 11:30-12:05 Describe different opportunities for BR investment Understand due diligence and suitability requirements for this type of planning Appreciate different solutions available in the market place Demonstrate possibilities to engage with professional connections Karen Sullivan, Time Investments Karen Sullivan, Time Investments The Autumn 2017 Budget what it means to clients and financial advisers 12:05-12:55 Important need to know announcements Relevant and practical ideas to discuss with clients Planning strategies that arise in the areas of: income tax, CGT, estate planning, pensions & retirement provision and the personal and business protection market John Woolley, Technical Connection John Woolley, Technical Connection 12:55-13:40 Lunch 13:40-13:45 Membership Officer Harish Patel, IDS Financial Services Ltd Harish Patel, IDS Financial Services Ltd

6 Attitude To Risk Tools and Suitability - Part 2 13:45-14:20 Understanding volatility as a measure of risk and the limitations of asset allocation tools Understanding the importance of tool calibration and the matching of attitude to risk (ATR) output to asset allocation Understanding the role of gilts within asset allocation models How to use tools in the retiree environment Jamie Farquhar, Square Mile Jamie Farquhar, Square Mile Case Study - Defined benefit pension transfers and retirement funding for adult children 14:20-15:10 To understand whether transferring out of a defined benefit scheme will impact on transitional protection To understand when transferring out of a defined benefit scheme whether there are any circumstances when purchasing a secured income in the form of an annuity from the receiving money purchase scheme can potentially be a good idea To evaluate when making regular lifetime gifts to an adult child to help fund their retirement whether using a lifetime ISA or an individual pension plan is the best approach Neil Dickey, Professional Edge Ltd Neil Dickey, Professional Edge Ltd 15:10-15:15 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.