FinTech, ethical investing and risk-based retirement planning
Our final set of regional conferences this year will deliver a balanced programme of topical and technical market content, programme highlights include:
Trade wars and Brexit are dominating the headlines. Investors are cautious fearing that, in addition to these risks, accelerating wage inflation in the United States may provoke faster than expected interest rate rises which may exacerbate emerging market economic stresses. However, not all is doom and gloom. The credit cycle remains supportive and we anticipate a sustained and material acceleration of ‘productivity enhancing’ capital expenditure which should ensure that core inflation is unlikely to become problematic.
What does disruption mean to you? Have you ever wondered if isn’t just evolution? Disruption is now becoming a key consideration in investing. Janus Henderson will look at how disruption is affecting all asset classes, and why this is now shaping the way fund managers are constructing portfolios.
ESG, Ethical, Socially Responsible, Impact Investing are the new buzz words in the investment world but what do they really mean and why should it be an essential part of the investment process The session will aim to demystify the term ESG, explain the differences of each approach and discuss the investment opportunities each approach creates for you and your clients. Responsible investments are no longer a mandate to underperform and we will examine why good companies make better investments. We will explore why ESG is so important in terms of investment governance, process and stewardship to enable you to spot the best investment opportunities, avoid the pitfalls and add real value to your clients. We will also look at the evolution of the retail client, what they now expect from investment managers, the investment approaches they choose to invest with and how this will evolve over time. Explain why it is so important to work with investment managers that have a strong ESG focus both in terms of investing for clients now and attracting clients of the future.
The challenges facing advisers in meeting their clients’ needs as they move into and throughout retirement have increased considerably over the last few years as flexibility in retirement is sought after by many people. We will take a look at the state pension and how private pension provision can impact on benefits. We'll also consider whether you can have flexibility in retirement without taking a lot of risk or whether you actually need to take higher risk to achieve the income required. Do you have a retirement proposition? We will consider the tools available to help review the product options in this market and also consider how platforms can support your post retirement clients. Retirement options and considerations in relation to what new retirees are looking for will be covered in this session in addition to the developing trends. We will also look at the issues arising for those who have been in retirement for longer and are becoming the ‘oldest old’.
Unless and until there is a definitive comprehensive court case or more exact legislation is passed, the application of generalised IHT legislation and HMRC practice applied specifically to pension transfers seems set to continue in its somewhat unformulated and nebulous fashion. It is important to understand the basic premise of where pension transfers can give rise to inheritance tax but equally pertinent to understand the nature of any (if any) potential liability, whether any ‘defence’ might apply or whether alternative planning mechanisms might be more appropriate. Whilst, the relatively recent Staveley case provided some insight, much still remains formally untested in Court. This session will focus on analysing IHT matters particularly relevant to pension transfers.
In this case study we will be helping you develop your data gathering questioning skills, outline the role of the new Appropriate Pension Transfer Analysis comparison for defined benefit transfers, and explore the varied uses of pension contributions for tax planning.
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.
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Please click here to view the schedule of forthcoming Conferences and regional events and what CPD sessions will be covered.
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