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Changing client needs in a post-Covid world Tutors:
- Tsitsi Mutiti, Investment Manager, Charles Stanley
- Danby Bloch, Head of Editorial Strategy, Platforum
- Sean Osborne, Group Head of Sales, Charles Stanley
Learning outcomes:
- How to assess and respond to client vulnerability
- How Covid and its aftermath have impacted on intergenerational wealth transfers
- How client...
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Is MPS the solution for sustainability when advising clients? Tutors:
- Tom Buffham, Portfolio Analyst, Brewin Dolphin
- Lee Coates, OBE, Co-Founder, ESG Accord
- Rob Gleeson, CIO, FE Investments
Learning outcomes:
- The challenges of adding sustainability to an MPS
- The pros and cons of outsourcing investments via an MPS
- How the MPS market is developing sustainability options
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Running your financial planning business more profitably 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:
- The importance of establishing the link between fees and value
- How to meet the service delivery challenge
- How...
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Futureproofing fixed income investments 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:
- The future role of fixed income in a client portfolio
- What the last 20 years can teach investors about fixed income’s characteristics
- The...
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Fixed Income | Masterclass In this fixed income Masterclass, a panel of experts discuss the outlook for fixed income and what the rest of 2022 and beyond holds for it. Taking part are:
- Nick Hayes, Fund Manager, AXA Global Strategic Bond Fund, AXA Investment Managers
- KJ Sinha, Fund Manager, Canada Life Asset Management
- Madelaine Jones, Portfolio Manager, Oaktree Capital Management
Learning Outcomes:...
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How to embed responsible investing within a centralised investment proposition Tutors:
- Graham Finlay, Vice President of Strategic and Technical Sales Team, BMO Global Asset Management
- Julia Dreblow, Founder, SRI Services...
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Growing your quality advice business successfully with quality CIC solution Tutors:
- Hilary Banks, Sales Director, Guardian Financial Services
- Phil Deacon, Head of Claims, Guardian Financial Services
Learning Outcomes:
- To understand how the pandemic and new regulation is influencing the critical illness protection market
- To learn the common triggers of critical illness protection as well as understand what a claims process...
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St. James’s Place – what are the most common issues faced by financial advisers in 2022? 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:
- Understand what it really means to be a...
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How can advisers best demonstrate their value? 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:
- To learn how the new FCA Consumer Duty will impact advisers, as well as understand what is...
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Smoothed multi-asset funds Tutors:
- Paul Fidell, Business Development Manager, Prudential
- Michael Watt, Investment Director, Treasury...
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Regulatory pressures on advice businesses have not been “locked down” 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:
- To understand the most common compliance problems that advisers...