Tutors:

• Gillian Boston, AutoRek
• Kevin Silvester, Brewin Dolphin

Learning outcomes:

1. Since implementation how MiFID II has been received
2. How agents as clients can work in a post MiFID II world
3. How technology can be used to achieve smarter regulatory reporting

Tutor:

• Stuart Rae, AllianceBernstein

Learning outcomes:

1. How emotions can influence investment decisions
2. The major behavioural biases that affect decision-making
3. How rules-based investing can help to overcome biases

Tutor:

• Vince Smith-Hughes, Prudential

Learning outcomes:

1. How do DB pension transfers stand today
2. Main changes set out by the FCA policy statement and consultation document
3. Risks advisers need to be aware of from when people move into SIPPs and person pensions

Tutors:

• Gillian Boston, AutoRek
• Hugh Burden, AutoRek
• Gordon McHarg, AutoRek

Learning outcomes:

1. How is technology being used for financial reporting
2. How best to implement technology projects
3. The challenges of regulatory reporting

Tutors:

• Peter Carter, Retirement Advantage
• Andrew Tully, Retirement Advantage

Learning outcomes:

1. How to approach retirement pots as an adviser
2. What are different strategies for drawdown
3. How to select the best strategy for different clients

Tutor:

• Jamie Clark, Royal London

Learning outcomes:

1. The scale of the auto-enrolment market and opportunities it represents
2. What happens when an employer fails to pay auto-enrolment fines
3. How to approach moving a scheme

Tutor

• Rob Walton, Intelliflo

Learning outcomes:

1. Why GDPR has come about
2. What is the GDPR breach
3. The main challenges facing firms and how to overcome them

Tutors:

• Gary Potter, BMO Global Asset Management Multi-Manager Team
• Kelly Prior, BMO Global Asset Management
• Scott Spencer, BMO Global Asset Management

Learning outcomes:

1. Asset allocation and manager selection
2. Merits of active and passive fund managers
More

Tutor:

• Gillian Boston, AutoRek

Learning outcomes:

1. The senior managers and certification regime - why relevant now?
2. What will change for transaction reporting under MiFID II
3. Potential regulatory challenges in 2018 and how to be prepared

Tutors:

• Jennifer Gilchrist, Royal London
• Graham Duffy, Just

Learning outcomes:

1. The government's attitude to social care and what the law says
2. Examine the barriers/gaps in the market for potential care products and how advisors should approach this as part of a proposition

Tutors:

• Aston Goodey, Retirement Advantage
• Andrew Tully, Retirement Advantage
• Richard Nuttall, SimplyBiz

Learning outcomes:

1. Define drawdown post pension freedoms and its opportunities and challenges
2. Explain longevity risk, sequence of returns and mortality drag

Tutors:

• Claire Bennison, Brooks Macdonald
• Russell Catley, Catley Lakeman Securities

Learning outcomes:

1. The main changes MiFID II will bring in
2. How best to implement these changes
3. The relevance of MiFID II for structured products