Agenda. Bristol Regional Conference Q hrs. Venue: Date:

Transcription

1 Agenda Bristol Regional Conference Q Venue: Tortworth Court Four Pillars Hotel Bristol, Tortworth, Wotton-under-Edge, Bristol, GL12 8HH Date: Monday 12 Nov hrs

2 In association with out partners in Professionalism: 12-Nov :45-09:30 Delegate Registration 09:30-09:40 Chair s Introduction Hazel Richards, Hazel Richards Consultancy 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. Chris Warren, Cornelian Asset Managers Limited 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 Paul Dagger, Janus Henderson Investors 10:50-10:55 Education Officer Jonothan McColgan, Combined Financial Strategies Ltd 10:55-11:20 Morning Break 11:20-11:25 Chartered Champion Tom Ackland, Bowen Coade Busst LLP

4 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 Jim Stacey, Standard Life Wealth, Regus House 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 Billy Brown, Just 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

5 13:10-13:50 Lunch Membership Officer 13:50-13:55 An intro to Mitch Anthony: Mitch personally consults with many of the largest and most recognisable names in the financial services industry, on both financial life planning and relationship development. The Personal Finance Society have produced three videos in association with Mitch, where he discusses his approach to life centered planning and why deepening your client relationships based on a new type of advisory model could transform your business. In this session, we will show the first video, where Mitch discusses the need for a new advisory model which moves beyond ROI, to focus more on ROL (Return On Life). The other 2 videos can be found on the Power website ( where you can further explore life centered financial planning and aspects of how to deepen client relationships. Esther Field, Bower Retirement 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 Nick Edwards, Consultniks Limited

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. Neil Dickey, Professional Edge Ltd 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.