We've taken member feedback on board and are making some exciting changes to our specialist roadshows during 2023. You can expect:
Throughout the event the focus will be firmly on topical and insightful business updates around investment strategies to accumulate wealth. These can enhance the quality of advice you provide to your clients. As well as counting towards your CPD requirements, the conference offers a great opportunity for networking and exchanging ideas with your peers during the coffee and lunch breaks.
Join us as we explore the latest thinking around accumulation and investment advice, while providing practical planning points and actions to support advisers in continuing to deliver better consumer outcomes.
Discuss a number of key priorities and processes advisers are implementing for consumer duty.
Creating a balanced portfolio is at the heart of any Investment. A fundamental component of this strategy is creating an asset allocation based on exposure across global geographic marketplaces, from US to Emerging Markets to Europe to Asia. Keith Balmer, Director and portfolio manager within Columbia Threadneedle Investments Multi-Asset team will investigate different themes within global geographical exposure and discuss how he sees these influencing portfolios in the future. The aim of the presentation is to give advisors a better understanding of what are the key drivers of returns within their client portfolios and how this may affect returns over different potential future scenarios. Keith will discuss what the overriding characteristics of each of the global geographical regions are. Highlighting key themes, identifying the different exposures and risks that these characteristics might create but also the opportunities that these might bring to a portfolio. Answering some questions such as:
A portfolio masterclass with Square Mile’s Chief Investment Officer, Mark Harries, aimed at both advisory portfolio management and for those engaged in due diligence on prospective MPS providers. The session will focus upon the practical aspects of portfolio construction, from Strategic and Tactical Asset Allocation, to working with risk profiling tools and fund selection techniques. The presentation will also cover the systems and governance required to meet today’s regulatory environment as well as the implications of The New Consumer Duty on advisory portfolio management.Speaker: Mark Harries, Square Mile Investment Consulting & Research
Taking an innovative approach, Vanguard welcomes you, the audience, to decide on the day which topics they cover. Prepared to talk to a wide range of subjects, the speakers are specialists who will talk to whatever is of most interest to the advisers in the room. Topics include: The Value/Growth switch; Does active work?; Can ESG be indexed?; What returns do Vanguard think you can expect?; Does understanding physical climate risk improve investor returns?; Did 2021 performance kill ESG?; How to pick an active manager.
Describe the importance of balance in helping clients to achieve their investment goals.
Understand how an assessment of the physical risks of climate change impact on a portfolio.
Explain why deep research into ESG can create balanced outcomes for investors.
Describe Vanguard’s framework for selecting an active manager and how it splits into drivers and outcomes of outperformance.
Gain an understanding of the key risks facing the global economy and financial markets in 2023, as well as Vanguard’s expectations for asset returns over the next decade.
This session will focus on the investment outlook for Fixed Income, after a challenging period for the asset class, and equip advisers with tools to help assess Fixed Income funds. The session will cover effective portfolio management, looking at both credit sectors and issuers, as well as interest rate markets, with examples to bring these concepts to life.Speaker: Amelie Chowna, Legal & General Investment Management
Learn about developments in technology to aid the financial planning process.
After a 40 year period of globalization, falling interest rates and benign inflation we are at an inflection point in the world economy and financial markets. With inflation high, growth weakening and structural imbalances in labour markets, Central Banks have a difficult task in combatting inflation whilst maintaining economic growth – raise rates to fast / high will damage the real economy, cause unemployment to rise and damage corporate earnings, leave rates to low and they risk inflation becoming embedded in the system and risking higher rates in the future. In an increasingly challenging global market environment, real assets can offer what many investors are looking for: relatively stable and predictable earnings from fixed physical assets, diversification from bonds and equities, the potential for income growth and inflation protection. In this session, Foresight will highlight the case for real assets and how investors now have access to a wide variety of investment vehicles and an unprecedented supply of opportunities.
Demonstrate how Real Assets can provide shelter for investors in an uncertain economic environment
Understand how the monopolistic nature of some types of real assets can provide steady earnings growth for asset owners.
Highlight how investors can access illiquid real assets through securitised investment vehicles.
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: Columbia Threadneedle
Keith Balmer is a Director and Portfolio Manager within the Multi-Asset Investment team. He joined the company in 2016. Previously he was a Director at BlackRock within their multi-asset division and Man Group working with AHL the systematic managed futures manager. Keith graduated from Exeter University with a BSc (Hons.) in Mathematics with European Studies.
Square Mile Investment Consulting & Research
Company: Square Mile Investment Consulting & Research
At Square Mile Investment Consulting and Research Limited (Square Mile), we are committed to helping investors build a better financial future. Focusing first and foremost on in-depth, qualitative fund research, we provide tailored support and investment services for financial advisers and institutions to help deliver better outcomes. We are an independent investment research business that works in partnership with regulated professional services firms to help advisers develop informed investment recommendations so that, with their support, their clients can make the decision that are right for them. Our services, underpinned by Square Mile’s extensive fund research, are designed to meet the specific needs of firms and their clients, and include Managed Portfolio Service, Advisory Portfolio Service, Sub-Advisory and bespoke Consultancy.
Vanguard Asset Management
Legal & General Investment Management
Company: Legal & General Investment Management
Amelie is a Fixed Income Investment Specialist within the Global Fixed Income Team and is covering Global Credit and Absolute Return Portfolios. Prior to this, she was a Portfolio Manager for the Global Bond Strategies team, which she joined in 2014 as a Quantitative Analyst. She joined LGIM in 2011 from AXA IM and held a variety of roles within LGIM before joining the Global Fixed Income team. Amelie graduated from ESSEC Business School and holds an MBA. She has been a CFA Charterholder since 2015.
Built around a former 17th century residence, Tankersley Manor Hotel and Spa is set in an elevated position backing onto woodland, just one minute from Junction 36 off the M1 with complimentary parking. Boasting 98 bedrooms, with the majority of these being newly refurbished, which feature rich layers of craftmanship and charming pops of colour, making guests feel instantly at ease. Leisure facilities include a gym, swimming pool, jacuzzi, sauna and steam room, plus five spa treatment rooms to unwind in after a day of business or leisure.
Nearby attractions include Elsecar Heritage Centre, Cannon Hall and Chatsworth House. Back at the hotel the Bar and Brasserie provides a warm, welcoming place for guests to relax and enjoy hearty Yorkshire-favourite food by the open fire. The versatile hotel is perfectly suited to both business and leisure guests, with 11 event rooms able to accommodate up to 400 delegates – perfect for business meetings, conferences and special events including traditional manor house weddings.
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.
You can amend your registration details by logging into your Events profile. Click on the ‘My Events’ button to do so now.
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 events team at email@example.com 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 soon.
Please note that you MUST sign in at the conference for all sessions you attend for the events team 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 firstname.lastname@example.org to clarify this.
Please click here to view the schedule of forthcoming events and what CPD sessions will be covered.
For general information and links about the CPD process, please click here.
To log-in and view your CPD records, please click here.
If you have any further queries about CPD, please contact the Personal Finance Society /CII on 020 8989 8464.
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 event team at email@example.com after the conference and we will send you the presentation slides.
The dress code is business attire.
Whilst restrictions have now been lifted we would ask you to not attend events if you have any COVID symptoms.
Please click here for up to date NHS information
Whilst social distancing is not a government recommendation, we will be limiting capacity at events, to allow additional space around the venue. Please book now to secure your place, these will be available on a first come, first served basis.
We look forward to seeing you soon and if you have any queries, please do not hesitate to contact the events team at firstname.lastname@example.org.