Tutors:

• John Porteous, Head of Distribution, Charles Stanley
• Charlotte Lambeth, Senior Investment Manager, Charles Stanley
• Danby Bloch, Head of Editorial Strategy, Platforum

Learning outcomes:

1. Why the Covid pandemic has transformed the conversation around intergenerational wealth transfer
2. Why each family and its set of circumstances is...

Tutor:

• Sean Osborne, Head of National Accounts, Charles Stanley

Questions asked:

1. What’s the key difference between last year’s Book of Stories and 2.0?
2. How does the Book of Stories 2.0 help advisers to engage with the next generation?
3. Has the pandemic created any challenges for advisers when engaging with the next generation within a...

Tutors

• John Porteous, Group Head of Distribution, Charles Stanley
• Nick Eatock, Chief Executive Officer, Intelliflo
• Rob Tedder, Knowledge...

Tutors:

• Richard Gould, Business Development, Cazenove Capital
• Martin Heale, Director, Schroders US Wealth Management

Learning outcomes:

1. How to establish if your client counts as an American when it comes to tax
2. The responsibilities of a financial adviser to establish if a client counts as an American
3. How US tax authorities treat...

Tutors:

• Clive Worlock, Director of Private Clients, Charles Stanley
• Katie Tasker, Investment Manager, Charles Stanley
• Danby Bloch, Head of Editorial Strategy, Platforum

Learning outcomes:

1. Five things that make the next generation of clients different.
2. Best practice advice on how to connect with your next generation of clients....

Tutors:

• Stuart Halliwell, Legal & General
• Robert Betts, Legal & General

Learning outcomes:

1. The need for key person cover
2. How to set up key person cover for different types of business
3. The treatment of premiums and policy proceeds for taxation purposes
More

Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The different types of business structure available in the UK
2. How to set up different types of share protection arrangements
3. The supporting agreements for share protection and how these differ
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Tutors:

• Pablo Balan, Head of Multi-Asset Investment Risk, M&G Prudential

Learning outcomes:

1. Understanding the different types of risk within a multi-asset portfolio
2. How you can monitor and manage risk in a multi-asset portfolio
3. The importance of having a clear and independent risk framework

Tutors:

• Sir Steve Webb, Royal London
• Vince Smith-Hughes, Prudential
• Justin Corliss, Royal London

Learning outcomes:

1. The FCA's attitude to and guidance on pension transfers
2. The pros and cons of a pension transfer
3. How to deal with clients who insist on a DB transfer

Tutor:

• Lionel Pernias, AXA Investment Managers

Learning outcomes:

1. The benefits of a buy and maintain strategy
2. How the buy and maintain strategy works
3. Why use a buy and maintain strategy today

Tutor:

• Steven Sapra, PIMCO

Learning outcomes:

1. Why active managers in the fixed income and equity space have different performance relative to benchmarks and passive funds
2. The impact of transaction costs on bond portfolio returns

Tutors:

• Pierre Chartres, M&G Investments
• Mario Eisenegger, M&G Investments
• Laura Frost, M&G Investments
• Carlo Putti, M&G Investments

Learning outcomes:

1. Performance drivers that impact returns
2. How to manage counter party risk
3. The options in and advantages of fixed income derivatives

Tutors:

• Matthew Lovatt, AXA Framlington

Learning outcomes:

1. How demographic change is impacting the global economy
2. Why revenue growth is an important component of long-term stock returns
3. The growing influence of robotics in manufacturing

Tutors:

• Mike Hammond,Premier Asset Management
• Simon Evan-Cook, Premier Asset Management

Learning outcomes:

1. How a natural income approach compares to a fixed rate of income withdrawal
2. The difference between yield and income
3. The main asset classes for generating long-term income growth

Tutors:

• James Carthew, Marten & Co
• Killian Connolly, Price Value Partners, Ltd

Learning outcomes:

1. How investor demand and market forces are shaping investment trust offerings
2. Why the closed end structures allow for high conviction investing

Tutor:

• Richard Kateley, Legal & General

Learning outcomes:

1. The changing dynamics of the SME market
2. The reasons for the lack of take up in business protection
3. The potential growth opportunities available to advisers

Tutor:

• Ian Rees, Premier Asset Management

Learning outcomes:

1. How asset prices have been affected by monetary policy
2. The range of absolute return style funds available to investors
3. How absolute return fund managers look for assets that are not correlated to mainstream markets
More

Tutor:

• Nicolas Trindade, AXA Investment Managers

Learning outcomes:

1. How changes in inflation and economic growth rates impact on bonds
2. How the bond market is becoming increasingly international

Tutor:

• Andy Brown, Prudential Portfolio Management Group

Learning outcomes:

1. How due diligence and fund manager selection operate in a multi-asset portfolio
2. How fund groups look to provide ongoing monitoring and assessment of mandates
3. The importance of meeting client objectives

Tutors:

• Simon Evan-Cook, Premier Multi-Asset Team
• Mike Hammond, Premier Asset Management

Learning outcomes:

1. How to invest for the long-term, despite short-term volatility and uncertainty
2. The factors that can give active managers a long-term advantage

Tutors:

• Simon Moore, Seven Investment Management
• Neil Mumford, Milestone Wealth Management

Learning outcomes

1. How investment trusts can fit in with a client's capacity for loss and attitude to risk
2. The role of closed end funds as providers of long-term income

Tutor:

• Jan Holt, Just

Learning outcomes:

1. FCA research and publications about vulnerable consumers
2. The issues that arise when consumers find themselves in vulnerable circumstances

Tutor:

• Jan Holt, Just

Learning outcomes:

1. The role of guaranteed income for life provided by an annuity
2. How to identify when equity release can support a client's financial plans
3. How to review proposition and process to ensure both clients and firms are properly protected

Tutor:

• Graham Duffy, Just

Learning outcomes:

1. The changes to health and longevity for the elderly
2. Key client needs when a care requirement arises
3. The background to provision and funding of social care