Stewardship, income & articulating the value of advice
Registration is now open for your Q1 2020 regional conference, offering a varied yet topical programme of business relevant professional development. Highlights include:
Attendance is complimentary for Personal Finance Society members and lunch and refreshments will be provided. Delegates will be eligible to claim up to 5 hours of CPD, should they consider the content relevant to their professional development needs.
We’re all familiar with the traditional economic cycle – the expansion ups and the recession lows – but with the current expansionary period one of the longest in a century, there is understandably speculation that this “is no normal cycle”. We’ll start this presentation with an overview of how the economy grows, why cycles exist and what the typical signposts are along the way. With this in mind, we’ll be looking at a top-down, macroeconomic overview of the global economy and individual countries position in the cycle. We will establish the key issues that could blow the cycle off course, and what problems investors face when managing portfolios through this continuing period of uncertainty.
Many of the prevailing negative preconceptions about the characteristics of Japanese equities are based on incomplete or outdated information. Common negative preconceptions about Japan - that it is a proxy for global trade, doomed by demographics, with shareholder-unfriendly boards and beset by competition from Asia – only present one interpretation of a much larger story. Japan is an economy where services now far outweigh manufacturers; where demographic challenges are having hidden positive effects; where there is a genuine drive to improve corporate governance standards and a growing recognition of the value of supporting shareholder returns; and finally where innovation and technological know-how remain among the best in the world. Japan has a huge capacity to change. From the rise of service industries and a profit margin boom, to radical corporate governance change and a leading role in innovation, Japan is a transforming market that has far more going for it than meets the eye. Of course, there are risks, but by understanding some of the changes there are also opportunities. Notwithstanding the size of the Japanese market exceeding that of London, Europe and runner up to the combined Chinese financial markets and US markets, it is a market that investors should not ignore.
Presented by Jupiter
With a proposed regulatory requirement to offer a responsible investment approach arriving in 2020 and with every Investment Product Provider focusing on their own versions of the same, Square Mile will examine how to research the market on a like for like basis and illustrate how to build practical ESG solutions to meet your clients’ day to day needs. The presentation will also cover how best to navigate all of the associated jargon and deliver a clearly articulated message to your clients.
Since the financial crisis, investors have sought out certainty and shunned volatility. Assets with steady incomes and predictable outcomes have been prized above all. But this has created market distortions and from an inverted yield curve to high levels of corporate debt, we now live in a new world where many old rules of thumb no longer seem to work. Against a complex backdrop of global macro uncertainty and synchronised central bank policy easing, Fidelity will tackle the key issues currently shaping the landscape across traditional and alternative areas of the income universe. In particular, they will outline how income-seekers should look to balance duration and credit risk today, while also providing some practical tips to navigating an environment where corporate fundamentals point to a mixed outlook for dividends at home and abroad. As calls for fiscal stimulus grow louder, they will also discuss if inflation will finally return in 2020 and the resultant implications for income portfolios.
Risk management is not always glamorous. To the naked eye, it doesn’t put money in the bank, yet get it wrong and the consequences can be far reaching. Following a decade long bull market, with record low unemployment and record low interest rates, risk must arguably be one of your highest priorities. Risk comes in many forms—from clients, from markets, from investment providers. We use this session to unpack “risk” in all its important forms. This is a blend of behavioural science and investment science, looking at the raw truth behind various investment strategies and the downside risks at play. You will walk away with a better appreciation for risk when it matters most—before you can see it. This is what isn’t priced in, which therefore has the greatest impact. By the end, this session will highlight risk management techniques that keep clients invested through thick and thin, plus tactics that can help future proof your practice.
Presented by Morningstar
In recent years, the term ESG has become a regular talking point in our profession. Several high-profile asset managers are now either creating or changing products to attract today’s conscious investor. Join Sarasin & Partners as we explore the evolution of this term, considering its origin and development through time. Should all asset managers incorporate ESG screening within their investment process? Sarasin & Partners believes so. We will identify the role asset managers should play as stewards of client money, highlighting the sustainable investment themes of tomorrow, the principles of active ownership, and the potential of engagement with governments and public bodies to shape the key issues impacting society.
Presented by Sarasin
Smart consumers invest in financial planning and professional investment advice. Clients love their advisers when they help them achieve their goals and when the markets perform. They rarely challenge fees when they see positive results and over the last decade, both advisers and clients have enjoyed positive stock market performance. Personal financial advice customised to the individual client’s needs is essential. However. this message can easily be forgotten by clients in times of a bear market. This session will equip you with a specific presentation to address this concern. You will leave this fast-paced, interactive talk knowing how to demonstrate the value financial advice brings, reassuring your clients and helping maintain a positive relationship even in challenging times. Bernie will help you articulate the value that advice provides for when you may need it most.
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.
Legal & General Investment Management
Company: Legal & General Investment Management
Paul is responsible for LGIM’s relationships with third party distribution channels. These include national advisory firms, networks, service providers, life offices and platforms. Paul joined LGIM in 2018 from Premier Asset Management where he held the title of Head of Strategic Partners. This was a new area for Premier’s distribution, which Paul began, and he quickly established success in the role growing support from both existing clients, establishing new partners, and building a team. Prior to this Paul has held positions at Cazenove Capital Management and Zurich Intermediary Group. He has over 20 years of Financial Services experience.
Company: Fidelity International
James has worked in financial services for four years, joining Fidelity in 2015. He is responsible for managing national relationships with major distributors including Platforms, Ratings Agencies and Nationals and Networks. Prior to joining Fidelity, James was a qualified secondary school teacher, teaching History at a school in West Bromwich to 11-18 year olds. Aside from his love of History, James is a big sports fan, following Bath Rugby and England cricket. James lives in Fulham, London.
Bernie De Souza
Executive Business Coach
Company: Executive Business Coach
Bernie De Souza’s presentations are powerful, fast-moving and teach the attendees word-for-word exactly how to get more clients. Immediately, the Attendees can improve their results with simple, actionable phrases that bond clients to their advice. Your delegates will be entertained, motivated and inspired with their new skills that last a lifetime.
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.
The Crowne Plaza is in a prime location, ideally located for business or pleasure. Take junction 7 from the M25 south onto the M23, following the signs to Brighton. Exit the M23 at junciton 10 (A2011), following the signs for Crawley. Gatwick Airport is a short drive away (3.5 miles) and Crawley town centre is within walking distance.
Complimentary parking and WiFi complimentary for 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.
Yes. If the Conference or session you want to attend is full, there are often cancellations so if you go on the waiting list it is likely you will be able to attend. Click on the ‘Book Now’ button above to go onto the Waiting List.
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It could be that you have entered your email address incorrectly or that you have switched to a new email address, or that for some technical reason your registration failed. Please contact the Personal Finance Society Conference office at firstname.lastname@example.org and we can check your records.
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.
Please also note that you MUST sign in at the Conference for all sessions you attend in order for the Conference Office to validate your attendance.
You will be able to download your CPD Certificate from the PFS website after the event, and will receive an email within 48 of the event with the link to download your CPD certificate.
If you are unable to download your CPD Certificate after 48 hours, please email email@example.com to clarify this.
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.