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:
Protection means different things to different people, are we as an industry guilty of not making things clear and easy to understand? Why is the protection of a client’s income often overlooked and pushed down the order of priorities after life and critical Illness cover? What happens if they are self-employed? We will also highlight how Income protection for somebody who is self-employed could lead to introducing the benefits of Relevant Life Plans to provide them with some valuable family protection.
The learning outcomes for our session will be:
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.
Miriam joined LGIM in 2013 and is responsible for advisory and strategic alliances relationships in Scotland Northern Ireland and Northern England. Miriam previously worked in sales support for LGIM’s major Strategic Alliances relationships across platforms, banks, life companies, fund of funds and rating agencies. Her career began in Legal and General International (Dublin) where she worked in Client servicing for UK Based Advisory clients and also worked as a front office headhunter with Michael Page International. Miriam holds a BSc honours degree in economics and mathematical sciences from the University of Limerick Ireland. She currently holds Level 1 Investment Management Certificate and is studying towards Level 2.
Philip Robotham is Financial Institutions & Strategic Accounts at Schroders, which involves managing head office relationships with national and network advisory firms, trade bodies, professional bodies, international life companies and supporting UK ex-patriate clients. Philip joined Schroders in 2007 and is based in London.
Professional Edge Ltd
Company: Professional Edge Ltd
A freelance technical author and presenter, Neil is one of the Personal Finance Society's case study facilitators. He is a well known industry figure and highly experienced author and updater of CII learning materials, as well as being the CII's Lead Tutor for Pensions and also Business Financial Planning. As a fellow of the CII, he is currently Education Officer, as well as a former Chartered Champion and former Chairperson of the Northern Ireland Personal Finance Society regional committee.
Grant Thornton UK LLP
Company: Grant Thornton UK LLP
Debbie is proud to represent the Personal Finance Society as the Chartered Champion for Northern Ireland and the Education Outreach Ambassador on the PFS Committee. She has 14 years’ experience working in financial services having started her career in admin and working her way up through the ranks from paraplanner, senior paraplanner, financial planner and then finally to Chartered Financial Planner. She has a wealth of experience in all areas of financial planning.
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.
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.
Company: Scottish Widows
David has achieved his Diploma in Financial Services and has worked in insurance for the last 10 years in a number of roles and strongly believes that the foundation of all financial planning should be built around protection and wakes up each morning looking forward to sharing his passion for protection with the intermediaries he speaks with. In his spare time David is a father to two young sons and loves football, he is also training to complete the Edinburgh half marathon.
The Hilton Belfast Templepatrick Golf & Country Club, an award-winning family friendly hotel and country club in Templepatrick, County Antrim, set in the private grounds of Castle Upton Estate. Just 10 minutes from Belfast International Airport and 12 miles from popular Belfast attractions, this charming hotel in Templepatrick is ideal for access to local businesses, Lough Neagh, Giant’s Causeway and local beaches.
Parking and WiFi complimentary to all guests.
The dress code is business attire.
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