Tutor:

• Davydd Wyne, Cazenove Capital

Learning outcomes:

1. How can a DFM help you explain value versus price in light of MIFID II disclosure changes
2. Can using a DFM help increase the value of your business
3. How does a DFM improve diversification & access to a broader range of investments
4. If outsourcing reduces regulatory risk

Tutors:

• Kevin Silvester, Brewin Dolphin
• Pamela Murphy, Taylor Made Financial Planning
• Liz Campbell-Warner, Gabriel Research & Management Ltd

Learning outcomes:

1. Why IFAs turn to investment managers
2. The pros and cons of outsourcing
3. The cost of regulation

Tutors:

• Richard Kateley, Legal & General
• David Turvey, Avon House Wealth Management
• Lee Thomas, Portmore Life

Learning outcomes:

1. Understanding the core protection needs of business in the UK
2. How to work with 3rd parties such as lawyers and accountants
3. How to engage with business owners on business protection

Tutors:

• Colin Fitzgerald, Legal & General Group Protection
• Andrew Shiner, The Health Insurance Group

Learning outcomes:

1. The size and opportunity of the group protection market
2. Why IFAs should delve into the group protection market
3. How to approach the group protection market

Tutor:

• Laurence Forrester, Cazenove Capital

Learning outcomes:

1. How an adviser can partner effectively with a DFM
2. The investment implications of pension freedoms

Tutors:

• Alice Evans, BMO Global Asset Management
• Claudia Wearmouth, BMO Global Asset Management

Learning outcomes:

1. Whether ESG is a fad or here to stay
2. How investors can make a difference as 'active owners' of the companies they invest in through engagement on ESG issues by their fund managers

Tutors:

• Gillian Boston, AutoRek
• Michael Ruck, Pinsent Masons

Learning outcomes:

1. The continued speed of change of regulation and how to be prepared
2. How much need is there for automation and how are regulators themselves embracing technology
3. What new regulation is coming in 2019

Tutor:

• Mark Rimmer, Premier Multi-Asset Income Funds

Learning outcomes:

1. How to achieve long-term sustainable income
2. Potential issues of investing in equities for income
3. Using fixed income as a source of income

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