Technology, Lizards and value lessons from Lego
Your quarter two regional CPD conference will see leading subject matter specialists deliver a broad and topical programme, including:
View the full programme below and reserve your free place using 'Book Now' button on the right
Attendance at all PFS events qualifies for structured CPD and provides the opportunity to share good practice with your peers. Lunch and refreshments will be provided.
Last year, we said that we believe we are now moving into “late cycle dynamics.” This year our presentation will seek to build on this on this view and take us on a journey around the world, starting with the world’s largest economy, the US, we’ll have a look at “the state of the nation” and consider how far this economy has come and where they are in the business cycle. We’ll then look to take a trip into Europe, China and the emerging markets, before setting our sights on home as we consider the outlook for the UK. We will close by considering some actions we can take in portfolios to help navigate through uncertain times ahead.
By the end of this session you will:
In this presentation Schroders will examine how successful Value investing relies on asking the right questions and how Lego has provided some answers over the years. We’ll include some tips from parenting that have underpinned the long-term outperformance through history of Value as an investment style and the distinct investor psychology that is required to exploit these successfully on an ongoing basis. We’ll also explore the importance of probabilities for Value investors and illustrate some relevant psychological theory through some interactive demonstration during the presentation. Whether you are a committed Value investor or agnostic when it comes to investment, we believe you owe it to your clients to enable them to access the potential for significant Value upside, simply on the basis of mean reversion.
This presentation is designed to aid your understanding of:
We all think we make good decisions. We think humans think like computers, crunching and analysing data and reaching sound conclusions. In reality, the rational brain is constantly fighting against a mass of evolutionary history. At its core, the brain stem is basically a lizard. It is old, instinctive and only cares about survival – fight or flight. The problem is that the lizard is a dinosaur, not prepared for the 21st century. Most information does not require fight or flight decisions - but the lizard responds anyway! We can subdue the lizard, but it takes its toll. Fight or flight is disastrous for long term planning. To shield our client’s retirement plans from the lizard, we need a process we can rely on. Then we can focus on the long term and not get confused by short term noise. 7IM will share adviser research which shows how the development of CRPs is gathering speed and evolving. We will look at the different approaches and key variables to consider with CRPs, as well as the opportunities.
The changes to death benefits have had a fundamental impact on advisers, their clients and also the beneficiaries of clients. However, there has also been an impact on their professional connections especially solicitors who are involved in estate planning. This seminar will briefly mention the law and some of the areas which are causing problems for advisers, but it will also consider where advisers can add value to their professional connections by explaining areas where pensions legislation may interact with other areas of the law. The session will focus on four main areas of the difference between the law and schemes; taxation of death benefits; IHT and the potential impact; and when it might be useful to use a trust for pension death benefits. This session will consider the facts but also the planning that needs to be considered if your client wants to pass on their death benefits.
By the end of this session you will be able to:
The Office of Tax Simplification is currently carrying out a review of Inheritance Tax, commissioned by the Chancellor. This session will consider the published findings and recommendations of the review and will then consider the outlook for IHT planning opportunities in 2019 and beyond.
At the end of this session you will be able to:
With the implementation of the IDD and the Senior Managers Regime due to be rolled out later this year, this session will provide an overview of the final IDD rules as relevant to individual protection, including compulsory training, market awareness, conduct of business and acting in your customers best interests. It will also explore the need to improve access to insurance for consumers with disabilities and pre-existing health conditions, and the steps that intermediaries can take to achieve this as well as improve outcomes. We will look ahead to the Senior Managers Regime and its requirements coming later this year. We are today in many cases triaging the customer out of the sales process - Why?...we will look at the consequence of not putting protection in place, the current application process and clients with pre-existing health conditions. Finally, his session will provide an overview of using price as the primary differentiator - what this drives and what it means for customer journeys and outcomes.
By the end of session event delegates will have gained an insight into:
This event has been accredited by the Personal Finance Society and the CII and can be included as part of your CII CPD requirement should you consider it relevant to your professional development needs.
Hazel Richards Consultancy Ltd
Legal & General Investment Management
Company: Legal & General Investment Management
Paul is responsible for LGIM’s relationships with third party distribution channels. These include national advisory firms, networks, service providers, life offices and platforms. Paul joined LGIM in 2018 from Premier Asset Management where he held the title of Head of Strategic Partners. This was a new area for Premier’s distribution, which Paul began, and he quickly established success in the role growing support from both existing clients, establishing new partners, and building a team. Prior to this Paul has held positions at Cazenove Capital Management and Zurich Intermediary Group. He has over 20 years of Financial Services experience.
Stuart Podmore is the Investment Propositions Director at Schroders, which involves presenting to intermediary clients on markets, industry and products, in order to persuade them to buy (more) funds from Schroders. He joined Schroders in 2015 and is based in London. Stuart was the Head of UK Strategic Alliances and Client Portfolio Manager, Fixed Income at JPMorgan Asset Management from 2006 to 2015, UK Retail Sales Team and subsequently Fixed Income Product Manager. He was a Head of Campaign Management at Barclays from 1997 to 2006, which involved Marketing Communications with Private Clients, International and Stockbrokers. He was an Army Officer, Royal Regiment of Artillery at HM Forces, Army from 1991 to 1997, which involved leading a Troop of soldiers as a Forward Observation Officer.
Seven Investment Management
Company: Seven Investment Management
Andrew joined 7IM in February 2008. He works in the Business Development team, leading 7IM’s interaction with advisers throughout the South East, East Midlands and Northern Ireland. Andrew is involved across the 7IM proposition, including all of 7IM’s investment services and their technology. Andrew holds the Chartered Wealth Manager Qualification.
Company: Royal London
Justin started life in the Financial Service industry since 1997 when working in retail mortgage lending in Australia. Since moving to Scotland in 2002 Justin has worked in a variety of consultancy roles while studying continuously during this time. Justin currently holds an Advanced Diploma in Financial Planning including the CeMap and Lifetime Mortgage qualifications.
Raymond James Investment Services
Company: TIME Investments
Dave joined TIME as a Senior BDM in 2014 for the South Wales and West region. He has spent his entire career in financial services and over the years has held senior positions at Octopus Investments, Prudential, NPI and Just Retirement. Prior to this he worked as a Financial Adviser.
Legal & General
Company: Legal & General
Steve has 30 years wealth of experience in financial services in the mortgage, protection and general insurance arena specialising in selling skills to enhance the “Customer Journey”. During his 12 years with L&G he has worked with major mortgage brokers & networks to increase sales ratios. Steve’s aim is to motivate and develop people to exceed goals and deliver positive customer outcomes.
Click on the ‘Book Now’ button above. Once you have logged into your PFS account you will be taken to the booking pages for this conference.
Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
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At the present we are not able to automatically upload the CPD records, but we hope to be able to offer that service in the near future.
Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.
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Please click here to view the schedule of forthcoming Conferences, regional events and what CPD sessions will be covered.
We will do our best to accommodate all dietary requirements. You can make us aware of this as part of the registration process, or update your Event Profile on the PFS website (click on My Events to login and then edit your requirements on your Event Profile).
Please email the Conference Office at email@example.com after the Conference and we will send you the presentation slides.
The dress code is business attire.