The latest in the series of our popular specialist investment roadshows, these events will provide advisers with the opportunity to consider the most topical and emerging considerations that may influence their investment advice.
Join us to hear from leading subject matter specialists, as they provide delegates with a valuable day of structured CPD and practical insights into the latest investment thinking.
Programme highlights include:
Download the full agenda and book your free place now by following the links on this page.
A selection of delegate feedback from recent PFS specialist events:
“A first-class event and selection of speakers. Thank you.”
“A well organised, informative event with an excellent blend of topics.”
“Excellent. Extremely informative and educational.”
Lunch/refreshments will be provided. Please note that we anticipate high demand for delegate places, so early registration is advised.
People are living longer and longer yet approaches to retirement investing haven’t really changed all that much. In this presentation, we will look at various scenarios and drawdown approaches and discuss their implications. A crucial question: are people being too conservative too soon? A thought provoking and detailed look at a crucially important topic.
We will explain why we believe a truly sustainable approach must consider the interconnectivity between key environmental and social megatrends, the low carbon energy transition and the move towards a circular economy.
Throughout much of the human history, the most populist countries were also the wealthiest. Following the Industrial revolution, global wealth shifted to the West. Krishan Selva, Client Portfolio Manager within the emerging markets team at Columbia Threadneedle Investments, will examine how productivity increases through technology will re-establish the rule of the past. In this interactive presentation Krishan will discuss the inevitable shift in global power and how investors would be best positioned to capture this growth while remaining cognisant of the pitfalls.
Markets follow patterns, and the move between central banks QE to QT stance is no different. Since 2009 we have seen three occasions where a move by central banks towards a tightening stance has triggered a temper tantrum in markets. Each tantrum has provided an opportunity for investors to buy into risk assets which have generated key returns. As we move through the QE cycle, we examine whether we are now in a process of diminishing returns where we implement strategies to manage portfolios in a late cycle environment. You cannot look at QE or QT without a consideration to inflation. QE to date has failed - despite central banks efforts - to trigger inflationary pressures which would also benefit the countries’ current account deficits. Does this lack of inflation mean QE has not met the central banks’ objectives and are we at a greater risk of longer term deflationary outcomes or stagflation. One of the key components to future direction of markets will be the currency markets. Can the US dollar sustain its status as the global reserve currency in the face of trade and currency wars. What would be the alternatives and how might they impact future investment opportunities?
Join us as we explore the following questions: 1. What advice skills can an adviser control that robo cannot? This will focus on advanced skills, the importance of persuading outcomes, training, problem solving, strategizing and thinking creatively in the advice process. 2. Can we control the client perception of the advice process? Using a defined value proposition to demonstrate the depth of resource that goes into the advice process. 3. What changes to the language of advice can help with better understanding? Moving from industry jargon such as asset allocation, AMC, TER, ETF, OCF, decumulation to things like income, school fees, holidays and language personalised to the customers goals. 4. What elements of regulatory change can an adviser control? Looking at the statements and publications from the FCA, in particular the FCA Sector View and FCA 2019 Business Plan as a guide to the future path of advice regulation. 5. Where can Aberdeen Standard Capital help with the uncontrollable? A high-level overview of where Aberdeen Standard Capital can help.
By the end of this session delegates will understand:
Speaker: Alan Meechan, Aberdeen Standard Capital
‘**** about face’ or more politely, topsy-turvy – could be a fair description of the investment industry. How so? A common approach to generating income is by encashing units – growth for income. Equally relevant is for advisers to reinvest income, enjoy the compounding effect – ultimately using income for growth. But what about income for income? BNY Mellon will explore the different styles of investing, looking at growth, value, momentum and income. The focus will very much be on income, both as a source of income and indeed growth. We will examine the different sources of income available, looking at asset classes and geography.
After the presentation, clients will have an understanding of:
Speaker: Ryan Grey, BNY Mellon
Personality traits, emotional reactions and ingrained analytical habits can all influence investment decisions, and override logic and reason. The ability to recognise, understand and avoid these biases can help investors to improve their decision-making processes, and reach more impartial and rational decisions based on evidence, data and logic. Join this session to learn how to overcome such biases and reduce their effects for a less volatile strategy that delivers better performance over the long term.
Many IFA firms have had to adapt over a period of time, some due to changes in legislation which enforces change, some due to pressures on time and some just due to retirement. Whatever the reason, change creates the need to move from the way things used to be to the way they are now. As we all know, we live in an ageing society where vulnerability and how best to support potentially vulnerable people is a major concern, so within this presentation Blackfinch will be looking at vulnerability from a financial planning point of view. As vulnerability comes in many guises and can sometimes be transient, affecting people for just a short period of time, Blackfinch will look at some potential scenarios which IFAs may come across in their everyday working lives and identify potential areas of harm. They will also highlight the FCAs definition of what they perceive a vulnerable client to be and take a look at some of the key points contained within the recently issued consultation document ‘Guidance for firms on the fair treatment of vulnerable customers’ ahead of its introduction in 2020. By the end of the session, Blackfinch will also explore how having an understanding of some of the key rules and guidance of the country’s legal regulatory body (Law Society of Scotland, Solicitors Regulation Authority, England & Wales, Law Society of Northern Ireland) together with a robust vulnerable client policy could help you drive new business with solicitors and law firms. Finally, they will also look at the future changing landscape and how advising on tax efficient portfolios could help engage with the clients of tomorrow and, for those who may be planning to retire in the next 5-10 years, help you not only protect your business but ensure a smooth transition as you exit.
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.
Company: Square Mile
John is responsible for developing the research consulting services within the financial adviser, life and asset management communities. John joined Square Mile from Investec Asset Management where he held the position of Sales Director, Strategic Partnerships. He has over 24 years experience in financial services having started his career in banking before running sales teams within various Life Investment and Asset Management firms.
Company: Columbia Threadneedle
Krishan Selva is a Client Portfolio Manager within the Global Emerging Markets Equities and Asia-Pacific ex-Japan Equities teams. In this role he is responsible for providing detailed information on the company’s capabilities and investment views to existing and prospective clients as well as to consultants and other intermediaries. Krishan has been with the firm since 2011, originally joining the Performance department before spending the majority of his time within the Investment Analytics team. During this time he developed analytics reporting within the firm and rolled-out a new model portfolio system across the business. Prior to this, he has worked for State Street supporting investment teams at AXA Investment Management as well a period in private equity working at Pantheon Ventures. Krishan has a degree in Economics from SOAS, University of London. He also holds the Chartered Financial Analyst designation as well as the Investment Management Certificate. Company start date: 2011 Industry start date: 2007
Tatton Investment Management
Company: Tatton Investment Management
Drawing on 30 years of Financial services experience Claire’s role is to extend our portfolio service to find the right solutions for more complex and high net worth clients. Claire joined us from Brooks Macdonald where she was Director of Services and Products.
Aberdeen Standard Capital
Company: Aberdeen Standard Capital
Alan Meechan joined Standard Life in October 2006 from Scottish Life where he worked as a consultant directly with financial intermediaries for over seven years. Having spent over seven years as an account manager at Standard Life, Alan moved to the Standard Life Wealth business development team in April 2014. With 15 years' experience dealing exclusively through the financial intermediary channel, Alan has a real understanding and appreciation of the financial planning sector. Alan holds a diploma in financial planning, is a director of a local charity and sits on their management committee.
Company: BNY Mellon
Ryan has six years industry experience, having begun his career in RFP’s. Prior to joining BNY Mellon in 2015, Ryan spent a year at Pictet, working in the RFP Team. Subsequent stints in client services and now sales at BNY Mellon have given Ryan a solid view of the end to end client experience. Ryan is a Partnerships Development Manager, IMC holder and is currently studying for Level II of the CAIA Qualification. Ryan is getting married in 2021 so any tips or warnings will be greatly received.
Investec Wealth & Investment
Company: Investec Wealth & Investment
John is Head of Investment Strategy and Chairman of the Asset Allocation Committee whilst also a member of the Global Investment Strategy Group. John is responsible for developing and marketing the firm’s investment strategy to IW&I’s network of Investment Managers and also to the professional adviser community. After graduating, John joined stockbrokers Fielding, Newson-Smith as an equity salesman in London. Following the Big Bang reforms in 1987, he moved to New York with Greenwell Montagu before joining Smith New Court (SNC). Following his return to London in 1990, SNC was taken over by Merrill Lynch and in 1999 he then moved to Lehman Brothers in. Following Lehman’s bankruptcy in 2008 he joined Nomura when they took control of Lehman’s European assets. In 2012 John made his first move towards the buy side by acting as a consultant to Troy Asset Management before joining IW&I in September 2013. John has a BA in Modern Languages (French and German) from Exeter University.
Company: Blackfinch Investments
Steve Edgington joined Blackfinch in 2017 as Head of Strategic Partnerships, becoming Sales Director in 2018 and then Director of Strategic Accounts in 2019. With a focus on strategy and training as part of business development, he brings nearly 30 years’ experience.
Hamish Chamberlayne joined Henderson in 2011. Prior to this he worked as an investment analyst on Gartmore's Global Equities team from 2007. Hamish is a qualified chartered accountant and has also worked for PricewaterhouseCoopers, as an audit senior, and Burlington Consultants, where he performed commercial due diligence on businesses identified as acquisition targets by private equity houses. Hamish graduated from New College, Oxford University, in 2002 with a Masters degree in Chemistry. He is a CFA charterholder.
This formerly De Vere Elizabethan-style mansion built in 1859 has been lovingly restored to all its former glory. Built against 150 acres of stunning wooded Norfolk parkland, the setting is just as unique as its history. Dunston Hall is located 5 miles from Norwich Station. If you are travelling by car, Dunston Hall is on the A140, Ipswich Road. From the M11 take the A11 towards Norwich.
Parking and WiFi complimentary to all guests.
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