Tutors:

• Gillian Boston, AutoRek
• Anastasia Georgiou, Morningstar
• Jonathan Wright, Wedlake Bell LLP

Learning outcomes:

1. Why good CASS governance and oversight matter
2. GDPR: what it is and who it affects
3. MiFID II and how prepared firms are to address it

Tutors:

• Karl Hewstone, VitalityHealth
• Ari Zadikov, VitalityHealth
• Sally Burrowes, VitalityHealth

Learning outcomes:

1. The importance of employee wellness for a business
2. The business protection needs of SMEs
3. The benefits of a group healthcare plan

Tutors:

• Sir Steve Webb, Royal London
• Vince Smith-Hughes, Prudential
• Justin Corliss, Royal London

Learning outcomes:

1. The FCA's attitude to and guidance on pension transfers
2. The pros and cons of a pension transfer
3. How to deal with clients who insist on a DB transfer

Tutor:

• Lionel Pernias, AXA Investment Managers

Learning outcomes:

1. The benefits of a buy and maintain strategy
2. How the buy and maintain strategy works
3. Why use a buy and maintain strategy today

Tutor:

• Steven Sapra, PIMCO

Learning outcomes:

1. Why active managers in the fixed income and equity space have different performance relative to benchmarks and passive funds
2. The impact of transaction costs on bond portfolio returns

Tutors:

• Pierre Chartres, M&G Investments
• Mario Eisenegger, M&G Investments
• Laura Frost, M&G Investments
• Carlo Putti, M&G Investments

Learning outcomes:

1. Performance drivers that impact returns
2. How to manage counter party risk
3. The options in and advantages of fixed income derivatives

Tutors:

• Matthew Lovatt, AXA Framlington

Learning outcomes:

1. How demographic change is impacting the global economy
2. Why revenue growth is an important component of long-term stock returns
3. The growing influence of robotics in manufacturing

Tutors:

• Paul Fidell, Head of Business Development (Investment), Prudential

Learning outcomes:

1. The different tax wrappers available
2. What to be aware of when it comes to capital gains tax
3. How bonds fit into the tax wrapper definition

Tutors:

• Mike Hammond,Premier Asset Management
• Simon Evan-Cook, Premier Asset Management

Learning outcomes:

1. How a natural income approach compares to a fixed rate of income withdrawal
2. The difference between yield and income
3. The main asset classes for generating long-term income growth

Tutors:

• James Carthew, Marten & Co
• Killian Connolly, Price Value Partners, Ltd

Learning outcomes:

1. How investor demand and market forces are shaping investment trust offerings
2. Why the closed end structures allow for high conviction investing

Tutors:

• Richard Kateley, Legal & General
• Stuart Halliwell, Legal & General

Learning outcomes:

1. The different types of business structure available in the UK
2. How to set up different types of share protection arrangements
3. The supporting agreements for share protection and how these differ
More

Tutor:

• Richard Kateley, Legal & General

Learning outcomes:

1. The changing dynamics of the SME market
2. The reasons for the lack of take up in business protection
3. The potential growth opportunities available to advisers