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:
What is the key driver in firms adopting technology? Keeping up with the times? Appearing modern and relevant to clients? Or realising improved business metrics? Our recently launched eAdviser Index evidences the benefits of technology in the advice process using data from one third of the UK financial advice industry. Find out how technology can drive fundamental change in your business.
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.
Chartered Insurance Institute
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.
Ross is responsible for Schroders’ strategic retail partnerships, focusing on life companies and fund supermarkets. This role aims to maximise all opportunities with agreed accounts working in conjunction with their sales, marketing and national and network accounts. Ross joined Schroders in 2006 from Scottish Widows.
Seven Investment Management
Company: Aberdeen Standard Capital
Tim heads up 7IM’s Business Development Team in the North of England and Scotland. During his 25 years in the industry, working both as an IFA and representing major pension and investment providers, he has gained a wealth of experience and has an excellent understanding of what really matters to advisers and their clients.
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.
Steve is an experienced Financial Services professional having worked in the industry for nearly 29 years across a variety of customer facing, operational, financial advisory, management and senior management roles. He joined Intelliflo in January this year and brings with him a wealth of industry and hands on practical knowledge which he is currently putting to good use in his role as an Executive Customer Relationship Manager.
Company: TIME Investments
Campbell joined TIME in June 2017 as the BDM for the Scotland and Northern Ireland region, with over 25 years’ experience working with advisers and wealth managers and has held senior positions (both at national and regional levels) with NPI, Legal & General and Barclays Investment Solutions.
Crowne Plaza is a refined business hotel. situated next to the SECC. There is a large car park and Glasgow Airport (GLA) is a 15 minute drive away. Trains from Exhibition Centre Railway Station take just 11 minutes to Glasgow Central station and the City Centre.
Parking and WiFi complimentary to all guests.
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.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at email@example.com and we can check your records.
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.
If you are unable to download your CPD Certificate after 48 hours, please email firstname.lastname@example.org to clarify this.
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.