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How to embed responsible investing within a centralised investment proposition Tutors:
- Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
- Julia Dreblow, Founder, SRI Services...
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Growing your quality advice business successfully with quality CIC solution Tutors:
- Hilary Banks, Sales Director, Guardian Financial Services
- Phil Deacon, Head of Claims, Guardian Financial Services
Learning Outcomes:
- To understand how the pandemic and new regulation is influencing the critical illness protection market
- To learn the common triggers of critical illness protection as well as understand what a claims process...
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St. James’s Place – what are the most common issues faced by financial advisers in 2022? Tutors:
- Warren Page, Recruitment Director, St. James's Place
- Eddie Grant, Director, Technical Connection, St. James's Place
- Andrew Cullen-Jones, Director of Business Development and Advice, St. James's Place
- Adrian Speed, Head of Partner Finance Consultancy, St. James's Place
Learning outcomes:
- Understand what it really means to be a...
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How can advisers best demonstrate their value? Tutors:
- Gemma Harle, Network Managing Director, Quilter Financial Planning
- Stuart Cross, Managing Director, Strategic Partners, Quilter Financial Planning
- Paul Young, Head of Business Consultancy, Quilter Financial Planning
Learning outcomes:
- To learn how the new FCA Consumer Duty will impact advisers, as well as understand what is...
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Smoothed multi-asset funds Tutors:
- Paul Fidell, Business Development Manager, Prudential
- Michael Watt, Investment Director, Treasury...
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Regulatory pressures on advice businesses have not been “locked down” Tutors:
- Mark Greenwood, Director of Compliance Services, SimplyBiz
- Jennifer Peaty, Field Compliance Development Manager, Compliance First
- Karl Dines, Head of Business Consultancy, SimplyBiz
- Davinia Rogers, Investment Services Director, SimplyBiz
Learning outcomes:
- To understand the most common compliance problems that advisers...
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Intergenerational wealth planning Tutors:
- Matt Ward, Communications Director, AKG
- Andrew Tully, Technical Director, Canada Life
- Sean Osborne, Group Head of Sales, Charles Stanley
Learning outcomes:
- The size and opportunity set within the later life market
- The soft skills needed to develop a client base
- Why intergenerational planning can help increase...
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Building a brand in the equity release market Tutors:
- Hattie Fancourt, National Account Manager, Pure Retirement
- Rachel Pease, Head of Marketing and Communications, Pure Retirement
Learning outcomes:
- Best practices for engaging with later life lending customers
- The challenges when building a brand in the market
- The trends emerging in the later life lending space ...
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Growing the equity release market Tutors:
- Hattie Fancourt, National Account Manager, Pure Retirement
- Rob Miles, Head of Intermediary Sales, L...
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The challenges facing DB trustees Tutors:
- Bob Campion, Senior Portfolio Manager, Charles Stanley Fiduciary Management
- Chris Halewood, Trustee Director, 2020 Trustees
- Sarah Marshall, Trustee, Pi Pension Trustees
Learning outcomes:
- The impact of regulation on professional DB trustees investment approach
- How to keep on top of regulator and knowledge requirements...
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Equity Release Tutors:
- Paul Shirlaw, Equity Release Adviser, Crabtree Consulting
- Jason Ruse, Business Development Director, Key Group
- Richard Merrett, Head of Strategic Development, SimplyBiz Mortgages
Learning outcomes:
- To gain a better understanding of the later life lending market
- To understand what tools are available to support me and my...