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.
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.
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.
KMD Private Wealth Management
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.
Client Solutions Consultant
Company: Client Solutions Consultant
Paul has worked in the FS market for over 25 years in a range of provider and IFA firm based roles. The efficient use of technology has been at the centre of his career for the last 15 years initially as an award winning Learning and Talent Development professional in a well-known UK provider firm and national IFA firm. More recently, within Intelliflo, Paul has been working with advisory firms adopting the Intelligent Office and PFP software helping them to realise the maximum possible benefits for them and their clients alike.
Zurich Intermediary Group
Company: Zurich Intermediary Group
Age 56, worked at Zurich for 16 years, and within the industry 31 years – and only for two companies – Zurich and RSA. Started as a Life consultant in Essex with Royal Life, joined Zurich in 2002 as a broker consultant became a regional account manager looking after our bank relationships in 2008 then joined National Accounts in Nov 2012 as the Protection National Accounts Manager. Before a career in Financial services worked in retail – as a shoe store manager – Stead & Simpson’s. Qualified to Dip PFS level and completed a BA (Hons) in Leadership and Management from Northumbria University obtaining a 2:1, sponsored by Zurich in 2014.
Hylands House is a Grade II* neo-classical villa situated within Hylands Park a 232-hectare park south-west of Chelmsford in Essex, South East England. From the M25 take junction 28 onto the A12 towards Chelmsford and Colchester. From the A12 take junction 15 onto the A414 towards Chelmsford and Harlow. The nearest train station is Chelmsford and is approximately 3.5 miles away from Hylands Park.
Parking and WiFi complimentary to all guests.
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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.
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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 firstname.lastname@example.org after the Conference and we will send you the presentation slides.
The dress code is business attire.