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Day 1 - Monday 20 September
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OPTIONAL PRE CONFERENCE SESSIONS |
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The following sessions are running in addition to the main conference programme.
The main conference programme starts at 13:15 after lunch.
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| 10:00 |
PRE CONFERENCE SESSION - FELLOWS |
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Fellows' workshop [ends 12:00] |
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In this session Jackie Lockie FIFP will lead a session based on an ethics case study.
Tim Hale of Albion Strategic Consulting will also be presenting a session on 'How to go about doing due diligence on an investment be it FSA regulated or non regulated'.
The session will include a refreshment break.
To register your place please email: conference@financialplanning.org.uk
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Various - 4.0 points |
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| 10:30 |
PRE CONFERENCE SESSION - BUSINESS TRANSITION |
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The Business Transition Process [ends 12:00] |
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Brett Davidson Chief Executive, FP Advance |
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Outline
If you are transitioning your business to a recurring income, client centric model there are some key steps you have to take. But the order in which you do these steps will have a significant impact on your success. Come and find out how to break your transition work into smaller steps that are easier to work on to improve your progress.
The session will focus on the fundamental issues you must get right but will be as much about how to attack the task rather than the tasks themselves.
Who is this session for?
The workshop has been designed for business owners who are part way through the transition process but are looking for ways to get to the end more quickly. This will not be an advanced session for those already successfully transitioned, although everyone is welcome as usual.
To register your place please email: conference@financialplanning.org.uk
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Practice management - 1.5 points |
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| 11:00 |
PRE-CONFERENCE SESSION - SURGERY |
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Gap Filling Surgery [ends 12:00] |
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Lucy Courtenay Education Director, IFP |
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Have you got some queries about how your qualifications square up to the FSA's proposed regulations post 2012? If so, come to Lucy Courtenay's qualifications and gap filling surgery - it's your opportunity to get clarification on where you stand and how the IFP can help you.
To register your place please email: conference@financialplanning.org.uk
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| 10:30 |
IFP CONFERENCE 2010 OPENS |
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IFP Conference Desk Opens / Registration |
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MAIN WORKSHOP PROGRAMME |
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These sessions will give you the opportunity to work through some of the key areas of Financial Planning, or more specialist areas, which are not covered as part of the main programme. |
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| 13:15 |
WORKSHOP 1: FINANCIAL PLANNING IN PRACTICE |
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A workshop for Financial Planners and Paraplanners to investigate some key areas of change around taxation, trusts and income drawdown.
Confirmed sessions are as follows:
- Trustee Investment - Marcia Banner, Trusts Senior Manager, Scottish Widows
- IHT planning for sophisticated clients - Alison Broadberry, Speechly Bircham
- Annuitise or stay forever? - Vince Smith-Hughes, Prudential
- New Government - new rules - Andy Zanelli, AXA Winterthur
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Practice management - 4.0 points |
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| 13:15 |
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With RDR requiring consideration of the full range of investment structures and products when constructing portfolios, this workshop looks “under the bonnet” at key asset classes and investment vehicles.
Confirmed sessions are as follows:
- The UK is a global island where domestic GDP has decoupled from stockmarket preformance with global drivers increasingly responsible for equity performance -
Rohini Rathour, Sarasin & Partners LLP
- Exchange traded products – satisfying your clients’ growing appetite for diversification and straightforward transparent investments - John Craven, Société Générale / Lyxor
- Bad Behaviour, human tendencies and investing - Peter Hugh-Smith, Russell Investments
- Traded Life Policies - An alternative asset class to consider - Jeremy Leach, Managing Director, Managing Partners Ltd
- Investment Trusts: Too useful to ignore - Stuart Podmore, Head of UK Academy Sales, JP Morgan Asset Management
- Managed futures: the hedge fund world's best kept secret - Mike de Groot, AHL
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Technical knowledge - 4.0 points |
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| 13:15 |
WORKSHOP 3: USING TECHNOLOGY WITHIN FINANCIAL PLANNING |
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Are you using technology effectively in your business? Experts take a look at platforms, cash flow tools and other IT packages to help you make the most of technology when delivering solutions for clients.
Confirmed sessions are as follows:
Part 1:
- Wraps & platforms - where are we & where are they going? - Holly Mackay, The Platforum; John Porteous, Macquarie Bank International & Steve Sands, Standard Life
Part 2:
- Overview of cashflow tools & a look at simple solutions - Richard Allum, Paraplan Plus
- How to use cashflow modelling tools in front of a client - Pete Matthews, Jacksons Financial Planning
- Selecting the right software for your business
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Technical knowledge - 4.0 points |
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| 13:15 |
WORKSHOP 4: LARGE FINANCIAL PLANNING FIRMS SYMPOSIUM |
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How scalable is Financial Planning? Larger firms debate key issues when developing a Financial Planning service on a large scale for clients. A practical and interactive session.
Confirmed sessions are as follows:
- Doing more with less - Alan Hyams, MRW Corporate Solutions
- Post RDR ...How does the world look like: A look across the pond - Rajini Kodialam, Senior Vice President and Co-Founder, Focus Financial Partners
- What is it that big firms have done to become not only big but successful and sustainable? - Mark C Tibergien, Pershing Advisory Solutions
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Various - 4.0 points |
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| 16:00 |
WORKSHOPS END - FREE TIME |
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Delegates can check in etc |
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| 16:10 |
NETWORKING FORUM [20 minutes] |
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The IFP: Getting the most from Conference - a networking forum |
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An optional session to get an update on the IFP. New to the conference? Come and meet some friendly faces, a number of whom will be key people involved with the IFP.
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| 16:10 |
PARAPLANNER WELCOME SESSION [20 minutes] |
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An optional session specifically for Paraplanners to network wtih other Paraplanners.
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| 16:50 |
IFP AGM |
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Members Only |
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| 17:50 |
SPEED NETWORKING |
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A bit like speed dating! Six 5-minute slots to exchange business cards and see whether there is potential for further discussions.
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| 18:30 |
WELCOME EVENING / EXHIBITION OPENS |
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SPONSORED BY: MACQUARIE BANK |
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Buffet, drinks & entertainment in the Exhibition Hall |
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| 21:00 |
FREE TIME |
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Hotel bars open |
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CFPCM, CERTIFIED FINANCIAL PLANNERCM and  are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.
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Institute of Financial Planning Limited
Registered in England: Whitefriars Centre, Lewins Mead, Bristol BS1 2NT
Registered number: 2109630, VAT Number: 489201333
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