17th October 2017

The Mere Golf Resort & Spa
Chester Road
Mere
Knutsford
WA16 6LJ

http://themereresort.co.uk/
Parking available

 

Programme

 

09:00 - 09:30 Registration, breakfast and networking

 

09:30 - 09:40 Opening remarks by Professional Adviser Editor, Incisive Media

 

09:40 - 10:05 Prudential

Andrew Nash, Pensions Business Development Manager

Fund: Prudential's Multi Asset Fund Range (PruFund, Dynamic Portfolios, Dynamic Focussed Portfolios) 

Pension Freedoms- two years on

During this session Andrew will provide an overview of customer's behaviours since the introduction of pension freedoms, and what the implications of this is for customers. He'll also look at some of the dangers around pension planning to include significant changes post the June election. This will also include planning methods which can be used by many clients to avoid these dangers. Finally, Andrew will look at strategies for income drawdown planning, from both an income and death benefit perspective.

 

10:05 - 10:30 the lang cat

Mark Polson, Founder and Principal

A platform mid-life crisis
The lang cat takes a long hard look at the advised platform sector, which seems to be staring down the barrel of a mid-life crisis of sorts. Many of the platforms you use are reassessing their propositions and starting to address the question of "What now?".
As the old Chinese curse has it: "May you live in interesting times". And despite the previous few years being really quite interesting for the industry, we now appear to have reached peak interesting. Between Trump, Brexit and more regulatory activity (UK and European) than you could shake an FCA-approved stick at, platforms are stepping back, re-evaluating pretty much everything and deciding where to go from here.
The lang cat has been beavering away reviewing and reassessing the state of the platform nation, and it wants to share some of its #Insight and #ThoughtLeadership with YOU. You lucky people. And if that's not exciting enough, they're paying special attention to MiFID II. You're welcome.

 

10:30 - 10:55 Intelliflo

Nick Eatock, Executive Chairman

Back to the future of financial advice

Nick will discuss how digital servicing and advice are driving up customer engagement and driving down costs for financial advisers across the UK - meaning more job satisfaction and more satisfied clients! He will share new data on the effectiveness of a co-ordinated digital strategy and provide a preview of Intelliflo's new PFP functionality.

 

10:55 - 11:10 Q&A with Prudential, Speaker 2 and Intelliflo

 

11:10 - 11:25 Coffee & Networking

 

11:25 - 11:50 Brooks MacDonald

Andrew Denham-Davis, Director, Business Development 

Business efficiencies for sustained longevity 

The purpose of this presentation is to examine the nature of the division of labour between financial planner and specialist investment manager when working in partnership, and how clients benefit from a superior wealth management proposition if each side of the partnership works to their respective specialism.

 

11:50 - 12:15 Keynote Speaker - Prudential

Paul Harrison, Head of Business Consultancy 

Financial Adviser preoccupations and developing your business

The rapid pace of change within the Financial Services Profession shows no sign of letting up and the marketplace continues to be a complex and dynamic world. Against this rapidly evolving backdrop there are a number of important challenges and potential opportunities which are occupying the minds of the modern Financial Adviser. This session will provide an overview of the key financial adviser preoccupations along with sharing a number of simple practical ideas and resources which you can make use of as you address these and continue to develop your own business.

 

12:15 - 12:30 Q&A with Brooks Macdonald and Prudential 

 

12:30 - 13:30 Lunch & Close