Agenda. Essex Regional Conference Q hrs. Venue: Date: Hylands House, London Road, Chelmsford, CM2 8WQ. Tuesday 18 Sep 2018

Transcription

1 Agenda Essex Regional Conference Q Venue: Hylands House, London Road, Chelmsford, CM2 8WQ Date: Tuesday 18 Sep hrs

2 In association with out partners in Professionalism: 18-Sep :45-09:30 Delegate Registration 09:30-09:40 Chair s Introduction Mark Maclean, HarperLees 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 Neil Thorpe, M&G 10:50-10:55 Education Officer Mark Maclean, HarperLees 10:55-11:20 Morning break 11:20-11:25 Chartered Champion 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 Paul Rutland, 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 Jim Callaghan, Aegon 13:10-13:50 Lunch 13:50-13:55 Membership Officer Stephanie McDonald, HarperLees

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 Rose St Louis, 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. Lou Wallis, 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 Phil Robotham, Schroders

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

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.