Monday, 5 October 2015 | |||
10:00 - 11:45 | PRE-CONFERENCE SESSION Accredited Financial Planning Firms session [More Info] | ||
12:00 - 17:30 | Registration open & exhibition/lunch available [More Info] | ||
13:00 - 13:30 | ANNUAL GENERAL MEETING AGM - IFP members only [More Info] | ||
13:30 - 13:45 | Comfort break | ||
13:45 - 14:30 | KEYNOTE SESSION What the future holds [More Info] | ||
14:30 - 15:00 | Networking break/Exhibition open | ||
15:00 - 15:45 | OPTIONAL SESSIONS 1 Does size matter? Insight on how to deliver a great client experience [More Info] John Porteous CFP, Head of Client Proposition , Towry Ruth Sturkey CFP, Founder & Managing Director, The Red House Consulting Ltd Gordon Wilson CFP, Managing Director, Carbon Financial Partners Ltd | ||
15:00 - 15:45 | OPTIONAL SESSIONS 1 Holistic Financial Planning: where does tax-efficient investing fit in? [More Info] Dominique Butters, Business Development Manager, Octopus Investments | ||
15:00 - 15:45 | OPTIONAL SESSIONS 1 How to make joint ventures with solicitors work [More Info] Ian Muirhead, Chairman, SIFA | ||
15:00 - 15:45 | OPTIONAL SESSIONS 1 New world of retirement [More Info] Bob Gordon, Pensions Consultancy Manager, Standard Life | ||
15:45 - 16:00 | Room change | ||
16:00 - 16:45 | OPTIONAL SESSIONS 2 Essential estate planning for business owners [More Info] Alison Broadberry, Partner, Charles Russell Speechlys LLP | ||
16:00 - 16:45 | OPTIONAL SESSIONS 2 How to protect your clients' assets from being wrongly taken to pay for care [More Info] Angela Sherman, Director, Care To Be Different | ||
16:00 - 16:45 | OPTIONAL SESSIONS 2 Philanthropy - a Financial Planner's perspective [More Info] Murray McEwan CFP, Director, Flowers McEwan Ltd | ||
16:00 - 16:45 | OPTIONAL SESSIONS 2 Talking technical - lifting the lid on pension freedoms [More Info] Michael Hague FIFP CFP, Financial Planner & Fellow, Investment for Life | ||
16:45 - 17:00 | Room change | ||
17:00 - 17:30 | OPTIONAL SESSIONS 3 So what's so smart about Smart Beta? [More Info] Michael Langerup, Director - Product Strategist, ETF Securities | ||
17:00 - 17:30 | OPTIONAL SESSIONS 3 The life of a client in the day of a Financial Planner [More Info] Richard Sheppard, Intermediary Development Manager, Metlife | ||
17:00 - 17:30 | OPTIONAL SESSIONS 3 What’s the investment problem no-one’s talking about? [More Info] Marcus Brookes, Head of Multi-Manager Diversity Team, Schroders | ||
17:40 - 18:20 | Meet the IFP Board | ||
18:30 - 21:30 | WELCOME EVENING Welcome Evening [More Info] | ||
Tuesday, 6 October 2015 | |||
08:15 - 08:45 | OPTIONAL SESSIONS 4 Growth of Index and ETF investment strategies: An active approach to beta [More Info] Andrew Keegan, Vice President, BlackRock | ||
08:15 - 08:45 | OPTIONAL SESSIONS 4 Why online advice is the next evolution for professionals [More Info] Richard Goodall, Partner, Parmenion Chris Williams CFP, CEO, Wealth Horizon | ||
08:30 - 15:50 | Registration/Information desk open | ||
09:00 - 09:20 | KEYNOTE SESSION IFP day 2 opening address | ||
09:20 - 09:50 | KEYNOTE SESSION Retirement: joined-up thinking [More Info] Steve Groves, CEO, Partnership | ||
09:50 - 10:50 | KEYNOTE SESSION Impress and influence all the important people you meet [More Info] Andy Bounds, Andy Bounds Ltd | ||
10:50 - 11:30 | Exhibition open/Networking break [More Info] | ||
11:30 - 13:00 | OPTIONAL SESSIONS 5 Map your marketing to every step of their decision [More Info] Bryony Thomas, Watertight Marketing | ||
11:30 - 13:00 | OPTIONAL SESSIONS 5 Mind-Body-Mastery: How to grow your life from just above average to truly amazing [More Info] Dr James Rouse, Founder, Optimum Wellness Media | ||
11:30 - 13:00 | OPTIONAL SESSIONS 5 Three simple ways to win more business [More Info] Andy Bounds, Andy Bounds Ltd | ||
13:00 - 14:30 | Lunch/Exhibition Open [More Info] | ||
14:30 - 15:15 | OPTIONAL SESSIONS 6 A behavioural framework for social impact investing and philanthropy [More Info] Greg Davies, Head of Behavioural-Quantitative Finance, Barclays | ||
14:30 - 15:15 | OPTIONAL SESSIONS 6 How to do the R.I.G.H.T thing [More Info] Andrew Brook-Dobson CFP, Chair of the IFP Ethics Committee, IFP/Brook‐Dobson Brear | ||
14:30 - 15:15 | OPTIONAL SESSIONS 6 Real and emerging regulatory risks and how to protect yourself [More Info] Rory Percival, Technical Specialist, FCA Melony Holman CFP, Director/Consultant, Compliance & Training Solutions Ltd | ||
14:30 - 15:15 | OPTIONAL SESSIONS 6 The Financial Planner as a business consultant [More Info] Rob Stevenson, Founder, Kingmakers | ||
15:15 - 15:50 | Networking break [More Info] | ||
15:50 - 16:50 | KEYNOTE SESSION The century plan [More Info] Dr James Rouse, Founder, Optimum Wellness Media | ||
16:50 - 17:00 | KEYNOTE SESSION IFP day 2 closing address | ||
19:00 - 23:00 | GALA AWARDS EVENING Gala Awards Evening [More Info] | ||
Wednesday, 7 October 2015 | |||
08:30 - 14:00 | IFP registration/information desk open | ||
09:15 - 09:45 | OPTIONAL SESSIONS 7 Islamic investments – superior returns in an ethical manner [More Info] Hassan Motala, Senior Investment Analyst, Oasis Crescent (UK) Ltd | ||
09:15 - 09:45 | OPTIONAL SESSIONS 7 It's all in the numbers: the ultimate wrapper strategy to reduce clients’ taxable income [More Info] Andy Zanelli, Head of Retirement Planning, AXA Wealth | ||
09:15 - 09:45 | OPTIONAL SESSIONS 7 The pensions reforms and investment trusts [More Info] Nick Britton, Head of Training, Association of Investment Companies (AIC) | ||
09:45 - 10:00 | Room change | ||
10:00 - 10:40 | OPTIONAL SESSIONS 8 Are you sales focused? [More Info] Terry Mullins, The Reluctant Salesman | ||
10:00 - 10:40 | OPTIONAL SESSIONS 8 Storytalks - (Part 1) ***This is a two part session, select part 2 also*** [More Info] Kat Quatermass, Story Consultant, KQ Stories | ||
10:00 - 10:40 | OPTIONAL SESSIONS 8 Uncovering the value of financial advice [More Info] Neil Cowell, Head of Retail Sales, Vanguard Asset Management | ||
10:40 - 11:05 | Networking break [More Info] | ||
11:05 - 11:45 | OPTIONAL SESSIONS 9 Helping clients understand themselves better [More Info] Chris Budd, Managing Director, Ovation Finance | ||
11:05 - 11:45 | OPTIONAL SESSIONS 9 Storytalks - (Part 2) ***Only select this if you have selected part 1*** [More Info] Kat Quatermass, Story Consultant, KQ Stories | ||
11:05 - 11:45 | OPTIONAL SESSIONS 9 The struggle between innovation and regulation - the regulation of fintech in the UK [More Info] Philippa Hann, Partner, Clarke Willmott LLP | ||
11:45 - 12:00 | Room change | ||
12:00 - 13:00 | KEYNOTE SESSION The adventures of Jam Boy [More Info] Fraser Doherty MBE, Founder, SuperJam | ||
13:00 - 13:15 | KEYNOTE SESSION IFP closing address |