Glossary

  • 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:

    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 the value...
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  • Building a brand in the equity release market

    Participants:

    • 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
    ... More
  • 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:

    1. The impact of regulation on professional DB trustees' investment approach
    2. How to keep on top of regulatory and knowledge requirements
    3. ...
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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:

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

    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 avoid...
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  • The future of mortgages for the self employed

    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
    3. ...
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  • Intergenerational Wealth Planning

    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...
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  • Book of Stories 2.0

    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...
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  • Answering your questions. Aldermore and e.surv lift the lid on valuations

    Tutors:

    • Ben Culley, Property Risk Manager, Aldermore
    • Tim Bishop, Surveying Quality Manager, e.surv

    Learning outcomes:

    1. The difference between a mortgage and a full Red Book valuation
    2. How surveyors and lenders arrive at valuations
    3. Emerging risks in the property market
    More
  • The Use of Technology During Lockdown

    Tutors

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

    Tutor:

    • John Harrison, Head of Information & Cyber Security, Charles Stanley

    Questions asked:

    1. How has COVID-19 affected cyber crime?
    2. Which types of cyber attack are being used?
    3. How can individuals protect themselves?
    4. What measures might IFA firms consider?
    5. How else can we protect ourselves?
    More
  • Equity release industry: working through lockdown

    Tutors:

    • Hattie Tales, National Account Manager, Pure Retirement
    • Matthew Taylor, Senior Business Relationship Manager, Equilaw
    • David Burrowes, Chairman, Equity Release Council

    Learning outcomes:

    1. How the equity release industry is working to protect vulnerable clients as a result of lockdown and social distancing
    2. How to factor in...
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  • Creating a successful digital advice model

    Tutor:

    • Mark Loosmore, Executive General Manager - Wealth, Iress

    Questions asked:

    1. Why should data be at the heart of an adviser firm's business?
    2. What are the benefits of automating your business processes?
    3. Which tools should adviser firms consider when offering digital client engagement?
    4. How can digital tools help with...
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  • The complexity of the buy-to-let mortgage market

    Tutor:

    • Matt McCullough, National Sales Manager, Residential Mortgages, Aldermore

    Learning outcomes:

    1. How Coronavirus is impacting on the BTL market
    2. Why the BTL market is becoming more complex but offering greater choice to clients
    3. The importance of basing business on value for money principles rather than initial cost
    More
  • The value of advice and how it's changing

    Tutors:

    • John Porteous, Group Head of Distribution, Charles Stanley
    • Lee Robertson, Co-Founder and Managing Director, Octo Members
    • Tsitsi Mutiti, Investment Manager, Charles Stanley

    Learning Objectives:

    1. Understanding how client behaviours and advice is changing
    2. How these changes are affecting intergenerational wealth planning...
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  • A perspective on equity release & social care

    Tutors:

    • Jim Boyd, Chief Executive Officer, Equity Release Council
    • Lord David Willetts, Chairman, Resolution Foundation
    • Steve Webb, Partner, Lane Clark...
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  • The value of cashflow modelling

    Tutor:

    • Rob Tedder, Client Cashflow Solutions Manager, i4C

    Questions asked:

    1. How important is cash flow modelling as a part of the financial planning process?
    2. In the current climate, planners are adapting to remote meetings, can cashflow planning be easily added to this process?
    3. There are some advisers who are yet to fully embrace...
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  • Technology's growing influence on the advice industry

    Tutor:

    • Nick Eatock, CEO, Intelliflo

    Questions asked:

    1. Why is the use of technology so important to the advice industry?
    2. Is the current crisis accelerating the adoption of technology
    3. Will advice technology evolve to keep up with advisers’ needs in the future?
    4. Have you seen changes in advisory firms and/or clients’...
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  • How to manage clients in drawdown after the market turmoil

    Tutor:

    • Vince Smith-Hughes, Head of Business Development, Prudential plc

    Questions asked:

    1. What has the FCA reaction been to the crisis?
    2. Are there concerns that people have been taking too much out of their pension pots?
    3. What should advisers do regarding contact for those clients already in drawdown?
    4. What strategies can an...
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  • Advising clients from lockdown

    Tutor:

    • Richard Kateley, Head of Specialist Protection, Legal...
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  • Protecting vulnerable clients during the current crisis

    Tutor:

    • Martin Lines, Business Development Group, JUST

    Questions asked:

    1. What is a vulnerable client?
    2. Who is vulnerable?
    3. What should firms be doing in the current crisis when it comes to vulnerable clients?
    4. What are the key areas of vulnerability to focus on?
    5. Any practical tips?

    ...

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  • Life after lockdown

    Tutor:

    • Tessa Lee, Managing Director, moneyinfo

    Questions asked:

    1. What’s changed in your world since February?
    2. Are there any positives to take from what’s happening?
    3. How is moneyinfo helping advisers adapt to the new way of working?
    4. Do you think life will return to normal after the lockdown is lifted?
    5. How can advisers...
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  • Financial adviser: how to deal with US clients

    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...
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