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.
Evans Falco LLP
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.
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.
Cathy has predominately worked in the financial sector throughout her career, including banking and insurance, prior to working for a major IFA practice before joining Intelliflo nearly 10 years ago. Cathy manages our team of Strategic Customer Managers and believes very strongly in the adoption of technology, in particular Intelligent Office to drive efficiencies for our Customers.
Manning and Company
Company: Manning and Company
Mike is a company Director based in Plymouth and has been an adviser for over 23 years and specialises in Pensions and Investments. He has just written his first book ‘How to get a better Return on your Life and your Money’ which merges motivation with sound financial principles from lessons learnt. He is a co-founding director of the Plymouth Business Network and enjoys socialising.
Company: TIME Investments
Chris Horsford is TIME Investments local point of contact and is based from home in Honiton. Chris joined TIME from Iveagh Limited – the Family Office for the Guinness family. Outside of work Chris is a keen surfer and sailor although most of his spare time is taken up by his three young children.
Legal & General
Company: Legal & General
Richard Joined Legal and General in 1987 and in this time have done an awry of roles for the company from Administration Clerk to Key Account Director for some of the leading IFA Networks and service providers. He was worked in the Pension and investment space including a short period at Cofunds, (a platform management company) but his real passion is for protection, which he has focused on since 2008. In 2014 he took over the role of Head of Specialist Protection. His objective was to grow the business protection market as a whole by helping advisers develop their knowledge, business models and giving them the tools to highlight the risks to their corporate clients. In 2016 he was made Head of Intermediary Development were his focus is to do for the whole protection market what his team did for the Business Protection Market. To share his passion for protection and grow the protection market by getting more advisers to talk to more of their clients about their protection needs.
The acclaimed Lanhydrock Hotel and Golf Club is a luxury hotel in Cornwall, located on the outskirts of the old county town of Bodmin in the heart of the county. Easily accessible via the A30/A38.
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.
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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 email@example.com after the Conference and we will send you the presentation slides.
The dress code is business attire.