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Conference 2008: Day 1 - Monday 29th September
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9 holes of golf or pampering in the spa [this is not part of the main conference programme but is an optional extra] |
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| 12:00 |
IFP CONFERENCE DESK OPENS / REGISTRATION |
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WORKSHOPS - NEW FOR 2008 |
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A new feature for this year, these 3 hour 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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| 13:00 |
WORKSHOP 1 - Retirement Planning |
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Maximising the tax planning benefits of pensions |
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Ian Naismith Head of Pensions Market Development, Scottish Widows |
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DOWNLOAD SLIDES/NOTES: Ian Naismith.pdf
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Self Invested Pensions - the missed opportunities |
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Sally Dew IFA Business Development Manager, Greyfriars Asset Management LLP |
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DOWNLOAD SLIDES/NOTES: Sally Dew.pdf
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Using VCTs, EISs and Business Property Relief to solve common Financial Planning problems |
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Guy Myles Managing Director, Octopus Investments |
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DOWNLOAD SLIDES/NOTES: Guy Myles.pdf
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| 13:00 |
WORKSHOP 3 - The Investment Management Process |
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Exploring investment approaches and current practice among Financial Planners |
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Peter Hugh-Smith Managing Director, Partnerships & Distribution Alliances, UK and Ireland, Russell Investments |
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DOWNLOAD SLIDES/NOTES: Peter Hugh-Smith.pdf
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Asset Allocation with Exchange Traded Funds - the way of the future |
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Christopher Aldous Chief Executive, Evercore Pan-Asset Capital Management |
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DOWNLOAD SLIDES/NOTES: Chris Aldous.pdf
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| 13:00 |
WORKSHOP 4 - Large Financial Planning firms symposium |
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RDR: The long & winding road |
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John Porteous CFP Director, BDO Stoy Hayward |
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DOWNLOAD SLIDES/NOTES: John Porteous.pdf
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The sales process and scalable Financial Planning |
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Danny Cox CFP Head of Advice Hargreaves Lansdown |
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DOWNLOAD SLIDES/NOTES: Danny Cox.pdf
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Building a graduate training programme that will attract quality new entrants to the profession |
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Andrew Jacobs Head of Training & Competence, Mazars Finanial Planning Ltd |
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DOWNLOAD SLIDES/NOTES: Andrew Jacobs.pdf
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Lessons from Building a Global Wealth Management Business/ Propelling your business to the next level |
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Ruediger "Rudy" Adolf Founder & CEO, Focus Financial Partners |
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DOWNLOAD SLIDES/NOTES: Rudy Adolf.pdf
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| 16:00 |
WORKSHOPS END | FREE TIME |
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Delegates can check in etc |
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| 16:45 |
ORIENTATION SESSION |
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This optional session is an opportunity for delegates to get an update on the IFP and, if new to the conference, meet some friendly faces, a number of whom will be key people involved with the IFP.
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| 17:45 |
IFP AGM |
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Members Only |
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| 18:30 |
WELCOME EVENING |
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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
v3.01
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