Conference 2008: Day 1 - Monday 29th September

	OPTIONAL PRE-CONFERENCE SESSIONS


	The following sessions from 10:30 to 12:15 are being provided in addition to the main conference programme by Frontier Capital and Tina Weeks with a group of life planners. TO REGISTER YOUR PLACE ON THESE SESSIONS PLEASE CONTACT THE PROVIDER DIRECTLY (PLEASE SEE SESSION OUTLINES FOR DETAILS).

10:30	FRONTIER CAPITAL SESSION 1 [ends 11:30]
	Asset Allocation Post 2008
	Mike Azlen CFP CEO and Founder, Frontier Capital Management
	Mike will cover: Diversification did not work in 2008: why? What happened to correlations across and between asset classes? Which asset classes provided a safe haven in 2008? What implication will 2008 have on the behaviour and asset allocation of Harvard/Yale and Oxford/Cambridge? For more information visit: www.frontiercm.com/IFPWorkshop.aspx To register your place please email Frontier Capital directly at: Vallance@frontiercm.com

10:30	LIFE PLANNING SESSION [ends 12:15]
	Enhanced Financial Planning
	[Chair] Phil Calvert, Dennis Hall, Tina Weeks, Adam Young, Jeremy Deedes, Bruce Wilson, James Harvey & Andy Jervis
	Financial Planners know that simply being an adviser isn’t enough, but Financial Planning only goes so far to develop and maintain lasting relationships with clients. This meeting brings together some of the UK’s top advisers who have introduced Life Planning to their clients – with terrific results! Listen to their experiences. Further Information To register your place please email Tina Weeks directly at: tina@financialweeks.com

11:30	FRONTIER CAPITAL SESSION 2 [ends 12:15]
	Hedge Fund Masterclass
	Mike Azlen CFP CEO and Founder, Frontier Capital Management
	Mike will cover: Hedge Funds: Do they belong in client portfolios after the events of 2008 Hedge funds did not protect capital in 2008, where was the hedge? Madoff, Peloton, Amaranth and other hedge fund blow-ups: can they be prevented? Synthetic hedge fund replication: Hot new product or another fad? For more information visit: www.frontiercm.com/IFPWorkshop.aspx To register your place please email Frontier Capital directly at: Vallance@frontiercm.com

11:00	IFP CONFERENCE 2009 OPENS
	IFP Conference Desk Opens / Registration

12:30	LUNCH

	MAIN WORKSHOP PROGRAMME


	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.

13:15	WORKSHOP 1: RETIREMENT PLANNING


	Experts will take a detailed look at some of key options Financial Planners need to consider when working with clients in planning their retirement. Pensions Legislation changes regularly and this session will ensure that you keep up to date with the latest thinking as well as the rules and regulations on this critical subject. There will be a great balance between technical and practical, with delegates getting involved in the detail throughout the afternoon. Confirmed speakers include: SIPPs: from cradle to grave - John Moret, Suffolk Life Retirement planning for high earners after Finance Act 2009 - Ian Naismith, Scottish Widows Planning for retirement: what the future looks like - John Bendall, Prudential
	DOWNLOAD SLIDES/NOTES: 1315 --Workshop-1---Retirement-Planning-[Compatibility-Mode].pdf

13:15	WORKSHOP 2: TALKING TAX


	Confirmed speakers include: Danby Bloch, Taxbriefs Financial Publishing & Helm Godfrey Creating tax alpha - Mike Warburton, Grant Thornton Powers of attorney: practical tips - David Ainslie, Stone King Sewell LLP Trustee tactics before April 2010 - Julie Hutchison, Standard Life
	DOWNLOAD SLIDES/NOTES: 1315 --Workshop-2---Talking-tax-[Compatibility-Mode].pdf

13:15	WORKSHOP 3: INVESTING - A NEW PARADIGM


	Building an appropriate investment strategy for clients has got a whole lot harder over the past 12 months as orthodox theory around diversification has not prevented large falls in the value of many clients’ portfolios. This workshop will take a look at the technical aspects of risk, asset allocation and then consider in some detail the range of investments that planners can choose from when putting together balanced portfolios to meet client needs. Confirmed speakers include: Setting the scene - Justin Urquhart Stewart, Seven Investment Management A unique approach to outsourced investment management - Guy Myles, Octopus Investments Structured products - Sisouphan Tran, BNP Paribas life settlements: the holy grail of absolute returns - Chris Daly, EEA Life Settlements Fund Thematic investing through global megatrends - Gertjan van der Geer, Pictet Global thematic investing - John Stainsbury, JPMorgan Asset Management ETFs: why now? - Julian Hince, iShares
	DOWNLOAD SLIDES/NOTES: 1315 --Workshop-3---Investing-[Compatibility-Mode].pdf

13:15	WORKSHOP 4: LARGE FINANCIAL PLANNING FIRMS SYMPOSIUM


	This is a rare and valuable opportunity for larger firms to consider some of the key areas they need to work on to develop their Financial Planning service on a large scale to clients. Experts will be on hand to offer advice and guidance, while delegates will also be discussing alternative approaches that have worked well within their own firms – as well as those that haven’t! A practical session specifically designed to cater for the needs of the larger firm within the Financial Planning model. Confirmed speakers include: How Towry Law developed their advisers to all follow the same processes: the challenges faced along the way - Andrew Fisher, Towry Law How to bring small successful businesses together to achieve a better whole - Patrick Murphy FIFP, CFP, Bluefin Group Personal development: being fit for the future is in your hands! - Ian & Dennis Laverty, Inspired Learning Fee based Financial Planning: time is money - Paul Willans, Mazars Financial Planning LLP
	DOWNLOAD SLIDES/NOTES: 1315 --Workshop-4---Large-firms-symposium-[Compatibility-Mode].pdf

16:00	WORKSHOPS END - FREE TIME
	Delegates can check in etc

16:10	ORIENTATION SESSION
	The IFP: Getting the most from Conference - a networking forum

	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. This new initiative was introduced in 2008 and was very well received.

17:50	IFP AGM
	Members Only

18:30	WELCOME EVENING / EXHIBITION OPENS
	Buffet, drinks & entertainment in the Exhibition Hall

	SPONSORED BY: MACQUARIE BANK

21:00	EXHIBITION CLOSES

21:00	FREE TIME
	Hotel bars open

IFP Conference Sponsors

Information for
sponsors and exhibitors

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