Akademia

Tutors:

• Tsitsi Mutiti, Investment Manager, Charles Stanley
• Danby Bloch, Head of Editorial Strategy, Platforum
• Sean Osborne, Group Head of Sales, Charles Stanley

Learning outcomes:

1. How to assess and respond to client vulnerability
2. How Covid and its aftermath have impacted on intergenerational wealth transfers
3. How client...

Tutors:

• Tom Buffham, Portfolio Analyst, Brewin Dolphin
• Lee Coates, OBE, Co-Founder, ESG Accord
• Rob Gleeson, CIO, FE Investments

Learning outcomes:

1. The challenges of adding sustainability to an MPS
2. The pros and cons of outsourcing investments via an MPS
3. How the MPS market is developing sustainability options

...

Tutors:

• Paul Young, Head of Business Consultancy, Quilter Financial Planning
• Sarah Elmey, Business Consultant, Quilter Financial Planning
• Mike Simpson, Business Consultant, Quilter Financial Planning

Learning outcomes:

1. The importance of establishing the link between fees and value
2. How to meet the service delivery challenge
3. How...

Tutors:

• Bryn Jones, Head of Fixed Income, Rathbones
• Noelle Cazalis, Fund Manager, Rathbones
• Kate Elliot, Head of Ethical, Sustainable and Impact Research, Rathbone Greenbank

Learning outcomes:

1. The future role of fixed income in a client portfolio
2. What the last 20 years can teach investors about fixed income’s characteristics
3. The...

Tutors:

• Douglas Turnbull, Global Smaller Companies...

Tutors:

• Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
• Julia Dreblow, Founder, SRI Services...

Tutors:

• Hilary Banks, Sales Director, Guardian Financial Services
• Phil Deacon, Head of Claims, Guardian Financial Services

Learning Outcomes:

1. To understand how the pandemic and new regulation is influencing the critical illness protection market
2. To learn the common triggers of critical illness protection as well as understand what a claims process...

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:

1. Understand what it really means to be a...

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:

1. To learn how the new FCA Consumer Duty will impact advisers, as well as understand what is...

Tutors:

• Paul Fidell, Business Development Manager, Prudential
• Michael Watt, Investment Director, Treasury...

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:

1. To understand the most common compliance problems that advisers...

Tutors:

• Matt Ward, Communications Director, AKG
• Andrew Tully, Technical Director, Canada Life
• Sean Osborne, Group Head of Sales, Charles Stanley

Learning outcomes:

1. The size and opportunity set within the later life market
2. The soft skills needed to develop a client base
3. Why intergenerational planning can help increase...

Tutors:

• Hattie Fancourt, National Account Manager, Pure Retirement
• Rachel Pease, Head of Marketing and Communications, Pure Retirement

Learning outcomes:

1. Best practices for engaging with later life lending customers
2. The challenges when building a brand in the market
3. The trends emerging in the later life lending space
...

Tutors:

• Hattie Fancourt, National Account Manager, Pure Retirement
• Rob Miles, Head of Intermediary Sales, L...

Tutors:

• Bob Campion, Senior Portfolio Manager, Charles Stanley Fiduciary Management
• Chris Halewood, Trustee Director, 2020 Trustees
• Sarah Marshall, Trustee, Pi Pension Trustees

Learning outcomes:

1. The impact of regulation on professional DB trustees investment approach
2. How to keep on top of regulator and knowledge requirements...

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:

1. To gain a better understanding of the later life lending market
2. To understand what tools are available to support me and my...

Tutors:

• Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
• Karl Dines, Head of Business Consultancy, SimplyBiz

Learning outcomes:

1. The development of the centralised investment proposition and the regulator’s intentions behind this
2. How to go about putting a CIP together and the main pitfalls to...

Tutors:

• Steve Hewitt, National Key Account Manager, Aldermore
• Elena Todorova, Associate Director, Property Finance, SPF Private Clients
• Andrew Montlake, Chairman, AMI

Learning Outcomes:

1. How lockdown an Covid are having a range of impacts on the financial prospects for the self employed
2. How mortgage lenders are responding to these...

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...

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...