Glossary

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:

• 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

Tutors

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

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?

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...

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...

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

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...

Tutors:

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

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...

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’...

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...

Tutor:

• Richard Kateley, Head of Specialist Protection, Legal...

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?

...

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...

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...

Tutor:

• Colin Fitzgerald, Distribution Director, Legal & General Group Protection

Learning outcomes:

1. How to provide an effective absence management service should absence occur
2. How group income protection compares to state benefits
3. What group income protection consists of

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:

• Guy Glover, Manager, BMO UK Property Fund, BMO Global Asset Management
• Matthew Howard, Director, Property Funds, BMO Global Asset Management

Learning outcomes:

1. The characteristics of UK property as a portfolio diversifier
2. The pros and cons of open ended and closed ended real estate funds
3. How fund managers look to ensure...

Tutors:

• Robert Harvey, Head of Insurance, Drewberry
• Jennifer Gilchrist, Protection Specialist, Royal London

Learning outcomes:

1. Advisers and consumers’ views on the protection market and income protection
2. The role advisers play in income protection
3. How to dispel the myth that protection and income protection are complex and a...

Tutors:

• John Somerville, Relationship Director, The London Institute of Banking...

Tutor:

• James Rae, Investment Manager, Charles Stanley AIM IHT portfolio service

• Lynne Rowland, Head of Personal Tax at Moore Kingston Smith

Learning outcomes:

1. The key points to consider when it comes to considering a client’s IHT bill
2. The AIM market and the options it provides to mitigate IHT
3. How professionals can better...

Tutor:

• Davydd Wynne, Cazenove

Learning outcomes:

1. The main risks in structured products: credit, investment and liquidity
2. How a structured product is typically constructed
3. The importance of understanding the small print in a structured product