Glossary

Tutors:

• John R Porteous, Charles Stanley
• Mike Barrett, Langcat Financial

Learning outcomes:

1. How a centralised retirement proposition can improve customer outcomes
2. Understand the risks and consideration for advisers who run centralised propositions
3. Satisfying income requirements and intergenerational wealth conflicts

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:

• Andy Philo, Vitality
• Michelle Brook, Mortgage Advice Bureau

Learning outcomes:

1. The need for mortgage protection and the main barriers to getting it
2. How to keep a client engaged in discussing mortgage protection having gone through a lengthy mortgage conversation
3. If the rewards and benefits are a worthwhile incentive for taking out a protection policy

Tutors:

• Simon Cooper, Cazenove Capital
• Nick Georgiadis, Cazenove Capital

Learning outcomes:

1. The main different types of outsourced solutions available to advisers
2. The core components of an outsourced solution, from investment philosophy through to back office compatibility
3. How to identify and manage potential conflicts of interest

Tutors:

• Michael Nicholls, The London Institute of Banking & Finance
• Andy Philo, Vitality
• Andrew Montlake, Coreco

Learning outcomes:

1. How the mortgage market has developed in 2019
2. How the mortgage protection market stands today
3. When mortgage advisers should hand over the role of adviser

Tutors:

• Michael Nicholls, The London Institute of Banking & Finance
• Simon Broadley, TenetLime

Learning outcomes:

1. How today’s mortgage market stands and what is expected of mortgage advisers
2. Why CeMAP Professional is needed in today’s mortgage market

Tutors:

• Hamish Purdey, Intelliflo
• Hannah Doherty, HD Legal & Compliance

Learning outcomes:

1. With Brexit looming will it impact regulation in the UK
2. Advantages of technology for advisers
3. What to expect and how to be best prepared for new regulation in 2019

Tutors:

• Iain Barnes, Netwealth
• Phillip Butler, PPMG
• Parit Jakhria, PPMG

Learning outcomes:

1. What a good strategic asset allocation and tactical asset allocation process look like
2. How they work in tandem to generate performance and manage risk

Tutors:

• Sally Boyle, Octopus Investments
• Will Gibbs, Titan VCT
• Samantha Ling, Titan VCT
• George Whitehead, Venture Capital Trust Association

Learning outcomes:

1. What is needed for a successful VCT
2. What kind of companies fit the VCT model?
3. How to know when to exit investments

Tutor:

• Nick Eatock, Intelliflo

Learning outcomes:

1. Main benefits of implementing technology for advisers
2. How technology is helping advice firms meet regulatory challenges
3. Why technology implementation might fail and how to avoid this

Tutors:

• Mark Loosmore, IRESS
• Mike Barrett, The Lang Cat
• Matt Noble, Origo
• Tessa Lee, moneyinfo

Learning outcomes:

1. What the tech providers are doing to facilitate data flows between platforms

Tutors:

• Marc McCarthy, AutoRek
• Andrew Henderson, Eversheds Sutherland

Learning outcomes:

1. An overview of regulatory changes in 2018
2. The role of technology in regulation and compliance
3. What to expect and how to be best prepared for new regulation in 2019

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

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

It's been a turbulent few years for pensions and retirement with the secular fall in interest rates which did enormous damage to the DB pension sector. We've also had a massive regulatory change affecting how much we can take out of pensions in terms of lump sums. This Masterclass discusses these topics and also takes a look at auto-enrolment and reliability on new technology helping us to save for retirement. On the panel to discuss are:...

10 years on from the big crash, the global economy has been getting back to the growth rates that we didn't see before. There are signs of a slow down and crisis in emerging markets such as Turkey and Argentina, and with Brexit still looming, how do we leave the EU without doing damage to the economy? Joining the panel to discuss are:

• Salman Ahmed, Chief Investment Strategist, Lombard Odier Investment Managers
• ...

Considering the current investment environment we find ourselves in, what sort of role does fixed income play in the portfolio, and where are the opportunities? Discussing on the panel are:

• David Newman, Head of Global High Yield, Allianz Global Investors
• Mohammed Kazmi, Portfolio Manager / Macro-Strategist Global and Absolute Return Fixed Income, UBP
• Mike Kushma, Chief Investment Officer, Global Fixed Income...

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