Agenda Sussex Regional Conference Q2 2017 Venue: AMEX Stadium, Village Way, Brighton, BN1 9BL Date: Wednesday 19 Apr 2017 4hrs
In association with out partners in Professionalism: 30-Nov--0001 08:45-09:30 Delegate Registration 09:30-09:45 Welcome and Introduction from the Chairman Richard Cohen, Nsure Financial Services Richard Cohen, Nsure Financial Services
Targeting returns to move money 09:45-10:20 Advisers will better understand some of the risks and indeed opportunities in the Targeted Absolute Return sector Advisers will learn more about the fund types in the sector and role that allocating to Absolute Return Funds plays in building a holistic balanced portfolio construction for the long term benefit of investors Advisers will be provided with some useful thoughts, statistics and research surrounding client behaviour and investor apprehension Jamie Richardson, BlackRock Jamie Richardson, BlackRock 10:20-10:25 Membership Officer Marco Vallone, Brighton Financial Ltd Marco Vallone, Brighton Financial Ltd Pension Transfers Stick or Twist 10:25-11:00 To recognise how legislative changes have impacted consumer interest in pension transfers. Be able to identify the relevant risk factors associated with pension switching and transfers. Be able to document your advice process in line with the requirements of the regulator. Be able to demonstrate suitability when recommending a transfer. Justin Corliss, Royal London Justin Corliss, Royal London
The evolving advice process - developments in a world of uncertainty and change 11:00-11:35 You will be better equipped to consider how regulatory change and current market conditions are affecting investor behaviours. You will have a greater understanding of investor views, thoughts and aspirations as we explore evidence of their recent experiences. You will be able to understand our views on how advice processes might adapt as society embraces the pension freedoms savings environment. Richard Evans, MetLife Richard Evans, MetLife 11:35-11:55 Morning Break The psychology of value and how to inflation proof your portfolio 11:55-12:30 The psychology of a Value investor Why Value is an important theme in markets now How a Value based approach can help you in an inflationary environment Stuart Podmore, Schroders Stuart Podmore, Schroders 12:30-12:35 Education Officer Jenni Macdonald, Precision Paraplanning Jenni Macdonald, Precision Paraplanning
Future Proofing Protection 12:35-13:10 Recognise the changes in the way protection is marketed and how clients receive information. Identify how and when a client decides to buy protection. Reflect on your current advice model and identify areas to review. Evaluate how the improvements could help explain the need for protection within your advice model. Richard Kateley, Legal & General Richard Kateley, Legal & General 13:10-13:50 Lunch and access to the exhibitors A Radical Rethink on Risk 13:50-14:35 Explore a model designed to explain and quantify the risks surrounding retirement plans in general, including the relative importance of investment returns and savings rates. Understand how these (and other risks) interact to affect the overall probability of a client meeting their retirement goals. Learn why a holistic view of goal risk can promote a more informed understanding of the risks involved in planning for retirement, leading to more constructive discussions with clients and better decisions. Matthew Yeates, 7IM Matthew Yeates, 7IM Vince Meredith, Seven Investment Management Vince Meredith, Seven Investment Management 14:35-14:40 Chartered Champion Martyn Bowen, @ Options Ltd Martyn Bowen, @ Options Ltd
14:40-14:45 Afternoon tea or coffee grab Budget implications and opportunities 14:45-15:45 To understand the important proposals in the Budget that will affect clients of financial advisers. To understand the latest position with tax provisions on pensions and investments that start from 6 April 2017. To discover the tax and financial planning opportunities for clients based on the new proposals and the provisions due to become effective from 6 April 2017. Case study facilitator Neil Dickey, Professional Edge Ltd Neil Dickey, Professional Edge Ltd 15:45-15:50 Close
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.