Branch Programme 2015 - Wayfinder › sites › financial...09 Scottish Conference 10 Chester & North Wales / Cotswolds 17 Kent & Sussex 18 Thames Valley July 01 Thames Valley 02 CPD

Branch Programme 2015

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Your local IFP branch network across the UK

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IFP’s Branch Chairmen have designed programmes to enhance our Financial Planning skills, improve our technical knowledge and provide great opportunities for personal and business development. There are

hundreds of meetings with something for everyone, whether you’re a Financial Planner, Paraplanner or part of the support team in a Financial Planning business.

As an IFP member, you can attend as many meetings as you want, at any location, for free. This includes a brand new branch - welcome Isle of Wight - which makes 23 branches in total. Where else can you attend such high quality events relevant to your business and mix with likeminded people free of charge (for members)? I strongly encourage you to make branch meetings part of your 2015 training programme and to put the dates for your local branch in your diary now. Don’t forget to spread the word. If you know someone who you think will benefit from attending a meeting who isn’t a member of the IFP, invite them along and introduce them to the world of the IFP and Financial Planning. I know they’ll thank you for it!

Finally, my congratulations to all the Branch Chairmen for putting together a first class programme for you. Enjoy!

Melony Holman CFPCM

Chairman, IFP Membership Committee

Welcome to the 2015 Programme of IFP Branch Meetings

03

MEETINGS IN YOUR AREAYou are welcome to attend any branch meeting at any of the branches around the UK. You will find branches which are closest to you on the following pages:

North Chester & North Wales 12 Lancashire & Cumbria 19 Leeds 20 Manchester 22 Northern Ireland 25 North East 23 Scotland 26

South Central Southern England 11 Isle of Wight 17 London 21 Northern Home Counties 24 Surrey 29 Thames Valley 30

East East Anglia 14 Essex 16 Kent & Sussex 18

West Bath 08 Bristol 10 South West 28 South Wales 27

Midlands Birmingham 09 Cotswolds 13 East Midlands 15

CPD ACCREDITEDBranch meetings qualify as structured CPD. Attendance at branch meetings and the accumulation of CPD hours will not only ensure your skills, knowledge and professionalism

are up to date, it also helps those who are registered advisers to meet the CPD regulatory requirement of 35 hours to include a minimum of 21 hours structured CPD.

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.

04

Branch meetings and IFP events at a glance

January

08 Chester & North Wales

12 Leeds

13 Isle of Wight / London

14 Northern Ireland

15 Bristol / South West

21 East Anglia / Essex

22 Lancashire & Cumbria

27 CPD workshop: Estate planning (Bristol)

27 South Wales / Central Southern England/Bath

28 Cotswolds

February

03 London / Surrey

04 East Midlands / Birmingham

05 Kent & Sussex / Scotland

09 Leeds

10 Isle of Wight

11 Northern Ireland

12 CPD workshop: Retirement planning (London)

12 Chester & North Wales / North East

18 Thames Valley

19 Manchester

24 Cotswolds

25 Northern Home Counties

26 Bath / Lancashire & Cumbria

26 Six steps Financial Planning day (London)

March

03 London

05 Six steps Financial Planning day (Edinburgh)

09 Leeds

10 Isle of Wight / Central Southern England

11 East Anglia / Essex / Northern Ireland

19 CPD workshop: Practice management (Bristol)

24 South Wales

March contd.

25 Thames Valley

26 Kent & Sussex / Scotland

April

08 London


14 Isle of Wight / Surrey

15 East Midlands / Northern Ireland

16 Bristol

20 North East

22 Thames Valley

22-23 Accredited Firms Conference (London)


29 Cotswolds / Northern Home Counties / South West

30 Birmingham / Kent & Sussex

May

05 London

07 CPD workshop: Ethics (London)

11 Leeds

12 Isle of Wight

13 East Anglia / Essex

19 Cotswolds / Central Southern England

20-21 Paraplanner conference (Warwick)

20 Northern Ireland / Northern Home Counties

21 Bath / Manchester

27 Thames Valley


June

02 CPD workshop: Investment (Bristol)

02 London

03 East Midlands

05 Birmingham

09 Isle of Wight

10 South West

Branch meeting

IFP event


05

Branch meetings and IFP events at a glance

Dates and times are correct at the time of going to print but are subject to change. Please check the IFP website to confirm venue, date and programme information nearer the time: www.financialplanning.org.uk

August

No meetings

September

02 Thames Valley

08 Isle of Wight / London

09 East Anglia / East Midlands / Northern Ireland


14 Leeds

15 Surrey

15 CPD workshop: Paraplanner (London)

17 Kent & Sussex / Manchester / Scotland

22 Central Southern England

23 Cotswolds / Essex / Northern Home Counties

24 Bath / Birmingham / Bristol / Lancashire & Cumbria

October

5-7 Annual Conference (Celtic Manor)

12 Leeds

13 Isle of Wight

14 Northern Ireland / Thames Valley


27 Cotswolds

28 South West

November

03 CPD workshop: Practice management (London)

03 London

09 Leeds / North East

10 Isle of Wight

11 East Anglia

12 CPD workshop: Retirement planning (Bristol)

17 South Wales / Surrey

18 Essex / Northern Ireland

19Birmingham / Chester & North Wales / Kent & Sussex / Manchester

25Cotswolds / Northern Home Counties / Central Southern England


27 East Midlands

December

01 CPD workshop: Investment (London)

02 London

08 Isle of Wight / Northern Ireland

09 Scottish Conference

10 Chester & North Wales / Cotswolds

17 Kent & Sussex

18 Thames Valley

July

01 Thames Valley

02 CPD workshop: Estate planning (London)

07 London

08 East Anglia / East Midlands

13 Leeds / North East

15 Central Southern England


June contd.

11 Advanced Financial Planning day


15 Leeds

16 Surrey

17 Northern Ireland

18 Bristol / Scotland

23 South Wales

23 Fellows day

24 Cotswolds / Northern Home Counties

25 Kent & Sussex / Bath / Essex


Branch meeting

IFP event

BOOST YOUR FINANCIAL PLANNING SKILLSIFP’s Integrated Financial Planning Programme is a two day course designed for Financial Planners and Paraplanners who’d like to learn how to deliver the six stage Financial Planning process in practice. It’s also the recommended first step for those who would like to become an Accredited Paraplanner or CERTIFIED FINANCIAL PLANNERCM professional.

CPD WORKSHOPSYou can trust the IFP’s CPD workshops to provide relevant content at a level which challenges thought and provides practical and pragmatic ideas for implementation in client situations. Topics are estate planning, investment, retirement planning, practice management and ethics.

GREAT MINDS THINK ALIKEIf your firm prides itself on delivering the highest professional standards in Financial Planning, then now is the time to become an Accredited Financial Planning FirmTM. You’ll enjoy improved professional recognition, brand awareness and greater commercial success.

We’re here to help you to differentiate your services in a way that your clients will value and be happy to pay the ongoing fees for. Here’s a few ways we can help you...

Welcome to the home of the Financial Planning profession

Follow the IFP @IFP_UK

Join the IFP LinkedIn group. Search for ‘Institute of Financial Planning’ under groups.


CHOOSE IFP AS YOUR ACCREDITED BODYWant to switch to the IFP as your accredited body? It’s easy to do and we’ll issue your SPS at no additional charge as part of your membership.

SIMPLIFY YOUR CPD Discover the easy way to record, maintain and submit your annual CPD records with our online CPD platform. It’s free to members and will also help you find accredited CPD opportunities and activities – we’ve checked the content so you won’t be disappointed.

2015 EVENTSThe following events are taking place this year. More details will be available on our website.

• Accredited Financial Planning FirmsTM conference: 22-23 April• Six Steps Financial Planning day: 26 February and 5 March• Paraplanner conference: 20-21 May• Fellows’ day: 23 June• Annual conference: 5-7 October• Scottish conference: 8-9 December.

FOR MORE INFORMATION CALL 0117 9452470 OR EMAIL

[email protected]

08

Bath

Chairman: Andrew Page CFPCM

Company: Ashcourt Rowan Financial PlanningTelephone: 01225 469424Email: [email protected] Twitter: @AndrewPageCFPVenue: Novia Financial, Cambridge House, Henry Street, Bath BA1 1JS

Sponsored by

Date Topic Speaker

Tues 27 Jan15.00 – 17.00

Regulatory update Rory PercivalFCA

Thurs 26 Feb15.00 – 17.00

Why philanthropy is a good idea Jilly EdwardsQuartet Community Foundation

Thurs 21 May15.00 – 17.00

Dealing with the last taboos in society; death and money Dennis HallYellowtail Financial Planning

Thurs 25 Jun15.00 – 17.00

What does a good file look like? Melony Holman CFPCM Compliance and Training Solutions

Thurs 24 Sept15.00 – 17.00

What platforms are all about Bill VasilieffNovia Financial


09

Birmingham

Chairman: Brian Benson CFPCM

Company: Crown Wealth Management LtdTelephone: 01743 276797 Email: [email protected]: Mills & Reeve LLP Solicitors, 78-84 Colmore Row, Birmingham B3 2AB

Sponsored by

Date Topic Speaker

Weds 4 Feb16.00 – 18.00

Estate planning from a lawyer’s perspective Matthew HansellMills and Reeve LLP

The cost of long term care and planning opportunities Simon HarrymanIngenious Investments

Thurs 30 Apr16.00 – 18.00

Safe withdrawal rates and sequence of return risk in drawdown

Abraham Okusanya CFPCM APPFinalytiQ Limited

The digital age and what changes can we expect going forward

David FergusonNucleus

Fri 5 Jun09.30 – 11.30

A master class in preparing a financial plan Richard Gough FIFP CFPCM

Castle Court Consulting

Thurs 24 Sept16.00 – 18.00Meeting sponsored by:

A hangout with Dennis Hall Dennis HallYellowtail

How to develop professional connections at a business level rather than a practitioner level

Lawrence CookThesis Asset Managment

Thurs 19 Nov16.00 – 18.00

Seven marketing tactics to compete head-on with private banks

Abbie TannerA Business Innovation

Using the principle of 16x to transform your business and your life

Andy Jervis CFPCM

Chesterton House Financial Planning Ltd


10

Bristol

Chairman: Edward Green CFPCM Company: Close Brothers Asset ManagementTelephone: 0117 917 0720 Email: [email protected]: Parmenion, 2 College Square, Anchor Road, Bristol BS1 5UE


Date Topic Speaker

Thurs 15 Jan 14.45 – 17.00

Protecting against inflation, the “cancer” to one’s wealth – Oasis real return focus for wealth management

Nigel HawkinsOasis Crescent

The rise of social impact investment Gavin FrancisWorthstone

Thurs 16 Apr14.45 – 17.00Meeting sponsored by:

Tax planning ideas for 2015/16 Barry FosterAXA Wealth

Cashflow forecasting at its best! Some of the practical issues surrounding using cashflow tools

Andrew HartThe Voyantist

Thurs 18 Jun 14.45 – 17.00

The practical issues of setting up and running a centralised investment proposition

Patrick IngramParmenion

Taking your clients to the next level of trust Andy Jervis CFPCM


Thurs 24 Sept14.45 – 17.00

How to build the value of your business Rob StevensonKingmakers

Delivering the ‘wow’ factor Michelle HoskinStandards International

Sponsored by

11

Central Southern England

Chairman: Ben Rouse CFPCM

Company: Rouse LimitedTelephone: 01983 535 740 Email: [email protected]: Hotel Terravina, 174 Woodlands Road, Netley Marsh, Southampton SO40 7GL


Date Topic Speaker

Tues 27 Jan16.30-18.30

Legal update Claudia RobertsGlanvilles Solicitors

Tues 10 Mar13.00-16.30(lunch included)

Platform due diligence David FergusonNucleus

Tues 19 May16.30 – 18.30

Tax update Sue LucasMoore Stephens Accountants

Weds 15 Jul13.00 – 16.30(lunch included)

Competing with private banks Abbie TannerA Business Innovation

Tues 22 Sept16.30 – 18.30

Corporate protection training Catherine TrimbleAegon

Weds 25 Nov13.00 – 16.30(lunch included)

Ethics – back to basics Phil Billingham CFPCM

The Phil Billingham Partnership

Sponsored by

12

Chester & North Wales

Chairman: Quentin McCormick CFPCM

Company: Pavis Financial ManagementTelephone: 0151 706 0701 Email: [email protected]: Craxton Wood Hotel, Parkgate Road, Ledsham, Nr Chester CH66 9PB

Sponsored by


Date Topic Speaker

Thurs 8 Jan14.00 – 16.00

Pension trustee issues Paul CarneyShoosmiths Solicitors

The EIS / VCT market Mike HookInvestment Connections/Triplepoint/Unicorn

Thurs 12 Feb14.00 – 16.00

What a successful firm looks like Phil Billingham CFPCM


Protection Transact

Thurs 9 Apr14.00 – 16.00

Business development Andrew Brook-Dobson CFPCM

Brook-Dobson Brear

Cash flow modelling Bob Freeman Voyant

Thurs 11 Jun14.00 – 16.00

IFP update Steve Gazzard CFPCM

IFP

Investment markets Andrew Naylor Seven Investment Management

Fri 31 Jul Summer social

Thurs 10 Sept14.00 – 16.00

Business management Alan Dick CFPCM

Forty Two Wealth Management

Trusts and IHT Transact

Thurs 19 Nov14.00 – 16.00Meeting sponsored by:

Business management Steve Martin CFPCM

Smart Financial

Platform based discretionary models Brown Shipley

Thurs 10 Dec Christmas social

13

Cotswolds

Chairman: Diane Weitz CFPCM Company: Ashlea Financial Planning LtdTelephone: 01242 254149 Email: [email protected] (PM): The George Hotel, St George’s Road, Cheltenham GL50 3DZVenue (Eve): The Greenway Hotel & Spa, Shurdington, Cheltenham GL51 4UG


Date Topic Speaker

Weds 28 Jan 15.00 – 17.30

Auto enrolment David Rodderick Johnson Fleming

Cash management system Emma BlackTier-One Capital

Tues 24 Feb 18.30 – 20.00

How to promote Financial Planning Paul ArmsonInspiring advisers

Weds 29 Apr15.00 – 17.30Meeting sponsored by:

Developing value added services Anna Sofat CFPCM

Addidi Wealth Ltd

New pension rules Brian RadboneTransact

Tues 19 May18.00 – 20.00

Asset allocation and fund selection using investment trusts

AIC

The value of Financial Planning Steve Bowden AXA Wealth

Weds 24 Jun15.00 – 17.30Meeting sponsored by:

Personal and business development David Wingar CFPCM

Future Asset Management LLP

The challenges for income investors today Andrew Keegan Blackrock

Weds 23 Sept15.00 – 17.30 Meeting sponsored by:

What does independent advice look like? Melony Holman CFPCM

Compliance & Training Solutions Ltd

Enterprise investment scheme – balancing risk and reward when investing in UK business

Daniel Kiernan Intelligent Partnership

Tues 27 Oct 18.30 – 20.00

Achieving your potential James F GeardHFM Columbus

Weds 25 Nov15.00 – 17.30Meeting sponsored by:

Making your website work Jon PitthamClientsFirst Ltd

LaterLife – why care ? Graham Duffy Partnership

Thurs 10 Dec Christmas dinner - details to be confirmed

Co-chairman: Duncan Hannay Robertson CFPCM

Company: Hannay Robertson Ltd Telephone: 01223 269405Email: [email protected]

14

East Anglia

Co-chairman: Laura Ingram Company: Ashton KCJ Financial Planning LLPTelephone: 01223 323370 Email: [email protected]

Sponsored by

Date Topic Speaker

Weds 21 Jan 16.00 – 18.00

The story so far from IFP HQ - and how to achieve compliant file nirvana!

Melony Holman CFPCM

Compliance & Training Solutions Ltd

Pensions in an unconstrained world Brian RadboneTransact

Weds 11 Mar 16.00 – 18.00

What is a TAMP and optimal portfolio rebalancing Craig BurgessBlackstone Wealth

The power of fluid, collaborative Financial Planning Andrew HartThe Voyantist

Weds 13 May16.00 – 18.00

Ethics - a case study Phil Billingham CFPCM


Insource, outsource, what’s the point? Lawrence CookThesis Asset Management

Weds 8 Jul16.00 – 18.00

50 shades of green Patrick FogartyDimensional Fund Advisors

The power of fluid collaborative Financial Planning Damian DaviesThe Timebank

Weds 9 Sept16.00 – 18.00

What separates the best from the rest? Brett DavidsonFP Advance

Trust update – it’s all a matter of trust Neil MacGillivrayJames Hay Partnership

Weds 11 Nov16.00 – 18.00

The difference that makes the difference – seven strategies that will differentiate your practice from the competition and generate unwavering loyalty from your clients

David BatchelorWills and Trusts

Eight marketing tactics to grow your business Abbie TannerA Business Innovation


To book: [email protected] Venue: Holiday Inn Cambridge, Lakeview, Bridge Road, Impington, Cambridge CB24 9PH

15

East Midlands

Chairman: Gini Bolton CFPCM

Company: Fiscal Engineers LtdTelephone: 0115 955 5600 Email: [email protected]: The Carriage Hall, Station Road, Plumtree, Nottingham NG12 5NA

Date Topic Speaker

Weds 4 Feb16.00 – 18.00

How to run a fabulous Financial Planning practice!Including panel Q&A session

Steve Martin CFPCM

Smart FinancialMichelle Hoskin Standards InternationalJoanna Hague CFPCM APPInvestment for LifeClaire Goodwin APPThe Paraplanners


Discretionary fund managers and their uses Simon Cooper & Richard GouldCazenove

What’s the worst that can happen? Ruth Sturkey CFPCM

The Red House


Personal injury trusts and working with professional connections

David Crozier CFPCM

Navigator Financial Planning

Pensions – retirement planning changes Mike MorrisonAJ Bell

Weds 8 Jul16.00 – 18.00

How to keep a financial plan alive Kevin Deamer CFPCM

KMD Wealth Management

An update from the FCA regulator Rory PercivalFCA

Weds 9 Sept14.00 – 17.00

Advancing technology around the world Katrina FilerMoneyHub

Keeping trusts simple (the expert’s view!) Julie Curtis & Ronnie BinnieStandard Life

Fri 27 Nov12.00 – 14.30

The platform world – a personal opinion Ian TaylorTransact

A technical update… pensions and stuff! Brian RadboneTransact

Why doing Financial Planning PROPERLY will result in happy clients, a profitable business, and a lot of fun!

Julie Lord FIFP CFPCM

Towry


Sponsored by

16

Essex

Chairman: Sean Condon CFPCM

Company: Yew Tree Financial Planning LtdTelephone: 01206 274 095 Email: [email protected]: Cofunds House, Mayland Road, Witham, Essex CM8 2UX

Date Topic Speaker

Weds 21 Jan 09.30 – 11.30

The adviser as alpha – the value of advice Nick BlakeVanguard

Strategies for managing sequence of return risks in drawdown portfolios

Abraham Okusanya CFPCM

Finlytiq Ltd

Weds 11 Mar 09.30 – 11.30

Five steps to uncovering your business potential Brett DavidsonFP Advance

How to get anybody to do just about anything! Lee WarrenInvisible Advantage

Weds 13 May09.30 – 11.30

Pulling it all apart – what’s wrong with conventional wisdom?

Harry Katz CFPCM

Norwest Consultants

Getting paid what you are really really worth David ScarlettThe Soul Millionaire

Thurs 25 Jun09.30 - 11.30

The importance of cash flow modelling in Financial Planning

Andrew Hart The Voyantist

Inheritance tax planning update Peter LeggThe Tax Advice Network

Weds 23 Sept09.30 – 11.30

The art of active listening Richard MullenderThe Listening Expert

Investment presentation Tim HaleAlbion Strategic Consulting

Weds 18 Nov09.30 – 11.30

How to deliver the perfect first meeting that sells true Financial Planning easily

Steve Martin CFPCM

Smart Financial

Clients of the future – how do you manage clients in a digitised world?

Rose St LouisCofunds


Sponsored by

17

Isle of Wight

Chairman: Ben Rouse CFPCM

Company: Rouse LimitedTelephone: 01983 535 740 Email: [email protected]: Mill Court Cottage, Furrlongs, Newport, Isle of Wight PO30 2AA


Date Topic Speaker

Tues 13 Jan15.00 – 17.00

How pension flexibility changes the advice landscape – looking forward to April?

Bob BullivantFidelity’s Retirement Service

Tues 10 Feb15.00 – 17.00

Relevant life plans, business and protection planning issues

David JenkinsBright Grey

Tues 10 Mar15.00 – 17.00

Ethics: a case study Phil Billingham CFPCM

Phil Billingham Partnership

Tues 14 Apr15.00 – 17.00

Wills – from the basics to when it all goes wrong Hugh CallowayRJR Solicitors

Tues 12 May15.00 – 17.00

FE analytics – what are graphs trying to tell you? Georgia HenshawFinancial Express

Tues 9 Jun15.00 – 17.00

Long term care planning Melissa Reed Glanvilles SolicitorsBrian Fisher Friends Life

Tues 8 Sept15.00 – 17.00

Underpinning income in retirement Martin LinesPartnership

Tues 13 Oct15.00 – 17.00

Seven marketing tactics to compete head-on with the private banks


Tues 10 Nov15.00 – 17.00

Pensions freedom – the role of investment companies AIC

Tues 8 Dec15.00 – 17.00

An update on trusts and their uses in Financial Planning Claudia RobertsGlanvilles Solicitors

18CFPCM, 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.

Kent & Sussex

Chairman: Ian Painter CFPCM

Company: Affinity Integrated Wealth ManagementTelephone: 01622 235 222 Email: [email protected]: Mercure Hotel, 8 Tonbridge Road, Pembury, Tunbridge Wells TN2 4QL

Date Topic Speaker

Thurs 5 Feb16.00 – 18.30Meeting sponsored by:

Probably the best financial advice in the world. But is it brewed in the UK by the IFP?

Julian EllisFinancial Services Regulation Ltd

Searching for unicorns Alan WallaceOctopus Investments

Thurs 26 Mar16.00 – 18.30Meeting sponsored by:

SIPP & SSAS the new dawn…. Charles Dewey Curtis Banks

Seven marketing tactics to compete head-on with the private banks



Later life – why care? Graham Duffy Partnership

Best practice of adviser firms utilising platform services - what really works and what efficiencies are adviser firms deploying to best effect.

Glen Sweet Transact

Thurs 25 Jun16.00 – 18.30Meeting sponsored by:

The edge of chaos: The future of the UK investment landscape

Symon Stickney Independent Strategic Research Ltd


Andy Jervis CFPCM


Thurs 17 Sept16.00 – 18.30

The wider platform market Jonathan Gumby Transact

Financial Planning in divorce Joanna Pratt Thomson Snell & Passmore

Thurs 19 Nov 16.00 – 18.30Meeting sponsored by:

Advancing technology around the world Katrina Filer MoneyHub

Past events which shape future decisions - A path to your client’s

Nicholas Taylor Lonsdale Financial Consulting Limited

Thurs 17 Dec Christmas event

Sponsored by

INDEPENDENT RESEARCH

19CFPCM, 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.

Lancashire and Cumbria

Chairman: Paul Jones CFPCM

Company: Mackenzie Financial PlanningTelephone: 0161 763 1950 Email: [email protected] Twitter: @mackenziefpVenue: Tickled Trout Hotel, Preston New Road, Preston PR5 0UJ

Sponsored by

Date Topic Speaker

Thurs 22 Jan12.30 – 16.30

Layering trusts Gerard Dobson

Cascading wealth Marlene Outrim FIFP CFPCM

UNIQ Family Wealth

Funds due diligence Alex WhelanVanguard

Thurs 26 Feb13.30 – 16.30

Retirement, freedom & choice Brain Radbone Transact

Sharia investing / Sovereign wealth Nigel HawkinsOasis Crescent (UK) Ltd


Wowing by design Michelle HoskinStandards International

Advanced negotiating skills Simon Page & David OwenHSBC

Thurs 28 May 12.30 – 16.30

Undergraduate and postgraduate studies Trevor WilliamsonManchester Metropolitan University

Strategies for managing sequence of return risk in drawdown portfolios

Abraham Okusanya CFPCM APPFinalytiQ

Retirement income strategies Martin LinesPartnership

Thurs 24 Sept13.30 – 16.30

Digital world David FergusonNucleus

NS&I in Financial Planning Andrew Pike NS&I

Thurs 22 Oct13.30 – 16.30

New world, your world Ian Taylor Transact

Assessing risk tolerance in the real world Alan Dick CFPCM

Forty Two Wealth Management

Thurs 26 Nov13.30 – 16.30

The value of advice Nick Blake Vanguard


Andy Jervis CFPCM Chesterton House Financial Planning Ltd



Leeds

Chairman: Murray McEwan CFPCM

Company: Flowers McEwan LimitedTelephone: 0113 237 1979 Email: [email protected]: Lupton Fawcett Lee and Priestly LLP, East Parade, Leeds LS1 5BD

Date Topic Speaker

Mon 12 Jan 17.00 – 19.00

Death by Powerpoint Lee JacksonPresentation coach & motivational speaker

Mon 9 Feb17.00 – 19.00

Pensions freedom Brian Radbone Transact

Mon 9 Mar17.00 – 19.00

Life planning soft skills (part ii) Nigel Barker SmithNBS Financial Planning

Mon 11 May 17.00 – 19.00

A decade of war stories Barry Horner CFPCM

Paradigm Norton

Mon 15 Jun17.00 – 19.00


Mon 13 Jul17.00 – 19.00

Cash flow off Caroline Keegan CFPCM

Serenity Financial PlanningMatt Kiddle CFPCM

Brook-Dobson Brear

Mon 14 Sept 17.00 – 19.00

Ethics discussion: The convex mirror Professor Paul PalmerCity University

Mon 12 Oct17.00 – 19.00

Emerging risks in Financial Planning Rory PercivalFCA

Mon 9 Nov 17.00 – 19.00

Excellence in platform provider selection Mark PolsonThe lang cat

Sponsored by Venue

Co-chairman: Abraham Okusanya CFPCM, APP Company: FinalytiQ Telephone: 01268 502454Email: [email protected]


London

Co-chairman: Farida Hassanali CFPCM, APPCompany: EQ InvestorsTelephone: 0207 488 7110 Email: [email protected]

Sponsored by

Venue: UBS, 1 Finsbury Avenue, London EC2M 2PP

Date Topic Speaker

Tues 13 Jan18.00 – 19.45

Seven habits of highly effective advisers - Part 1 FranklinCovey Organization

Tues 3 Feb18.30 – 19.45

How HNW clients choose their Financial Planners Sebastian DoveyScorpio Partnership

Pensions - a brave new world? Brian RadboneTransact

Tues 3 Mar18.30 – 19.45

Building your planning business/career (Panel discussion) Jason Butler CFPCM

BloomsburyTina WeeksSerenity Financial PlanningDamien RylettBrunel Capital Partners Ltd

Weds 8 Apr18.30 – 19.45

Collaborating with legal & accounting professionals Graeme PriceUBS (with representatives from Law Society/ICAS)

Tues 5 May18.00 – 19.45


Tues 2 Jun18.30 – 19.45

FinTechDemo night:The technology-augmented Financial Planner

Andrew HartThe VoyantistDemos by Financial Planningtechnology providers

Tues 7 Jul18.30 – 19.45

FCA due diligence paper: Implications for planners Rory PercivalFCA David FergusonNucleus

Tues 8 Sept18.00 – 19.45


Tues 3 Nov18.30 – 19.45

Philanthropy & Financial Planning Clare BrooksNPT-UK /UBS

Weds 2 Dec18.30 – 19.45

Quiz night Farida Hassanali CFPCM APP & Dennis Hall



Manchester

Chairman: Chris Weetman CFPCM

Company: Otus Financial PlanningTelephone: 0161 928 7590Email: [email protected] Twitter: @otusfpVenue: Cottons Hotel & Spa, Manchester Road, Knutsford, WA16 0SU

Sponsored by

Date Topic Speaker

Planner day – Insight, challenges & solutions

Thurs 19 Feb09.30 – 16.00 (10am start)

Planner insights from global benchmarkingPaul Catt-Camfield Dimensional Fund Advisors

Getting recruitment right Nucleus/Redmill

Transform your business and life! Andy Jervis CFPCM


Developing your client proposition Lawrence Cook Thesis

Marketing and business development

Thurs 21 May09.30 – 16.00 (10am start)

Moments of truth – how you make your client feel Jon Pittham Clients First

Devloping strategic alliances Stuart Bushell SIFA

The myths, facts and detail of professional indemnity insurance for advisory firms

Graeme Price UBSJamie Newell

Creating sustainable growth and realisable enterprise value in Financial Planning businesses

Rob Stevenson Kingmakers

Paraplanner & technical day

Thurs 17 Sept09.30 – 16.00 (10am start)

Ethics updateAndrew Brook-Dobson CFPCM

Brook-Dobson Brear

SIPP/SSAS post April Mike Morrison AJ Bell

Using pensions in IHT planning Gerry Brown Prudential

Later life - why care? Graham Duffy Partnership

Platform due diligence Nucleus

Utilising BPR in tax planning Colin Bramhall Octopus

Planner day – Soft skill development

Thurs 19 Nov09.30 – 16.00 (10am start)

How to deliver the perfect first meeting Steve Martin CFPCM Smart Financial

Behavioural finance and the psychology of investing Graham Bentley gbi2

Communication skills gleaned from the closely guarded world of hostage negotiation!

Richard MullenderThe Listening Expert

Are you listening? Really? Nigel Barker SmithNBS Financial Planning Ltd


North East

Chairman: Jim ClancyCompany: Access Wealth ManagementTelephone: 01661 853 838 Email: [email protected] Venue: Number 19 Close House Hotel, Heddon on the Wall, Newcastle upon Tyne, NE15 0HT (Directions to the hotel via sat nav postcode – NE41 8BL)

Date Topic Speaker

Thurs 12 Feb10.00 – 16.30

Compliance matters an update including comments on the FCA

David Ingram Aim Two Three LLP

Ethics – what is the ethical standard expected by the IFP Andrew Brook-Dobson CFPCM

Brook-Dobson Brear

The new pension rules using a case study and cashflow. How should planners explain the options to their clients?

Mike Morrison AJ BellMartin Lines Partnership

Mon 20 Apr10.00 – 16.00

Behavioural finance – how it fits in with Financial Planning

The interlink between cash flow planning and asset allocation

How to construct a portfolio for income using a cashflow and case study

Mon 13 Jul10.00 – 13.00

How advisers and Paraplanners should work together to maximise the client relationship

Planners and advisers working together on the six stages of Financial Planning

Mon 9 Nov10.00 – 16.30

The need to consider risk management strategies within the plan for high net worth clients.

What are the implications for planners when discussing long term care provision with clients?

Pension and tax planning after the election Brain Radbone Transact

Sponsored by



Northern Home Counties

Chairman: Dr Lien Luu CFPCM

Company: Northampton Business School, University of NorthamptonTelephone: 01604 892036 Email: [email protected]: Sunley Conference Centre, Boughton Green Road, Northampton NN2 7AL

Date Topic Speaker

Weds 25 Feb14.00 – 17.00

Writing the book - the ultimate marketing tool Jason Butler CFPCM

Bloomsbury

Social impact investment Gavin FrancisWorthstone

Weds 29 Apr14.00 – 17.00

A paradigm shift – building a client centric Financial Planning business

William Pratt CFPCM

Paradigm Norton

A different way of investing Martyn ChappellDimensional Fund Advisors

Weds 20 May14.00 – 17.00

Winning brilliant referrals – three hour special workshop David ScarlettThe Soul Millionaire


‘Financial Planning done properly!’ – the six stage process Gini Bolton CFPCM

Fiscal Engineers

Adviser’s alpha - Putting a value on your value Andrew WalkerVanguard

Weds 23 Sept14.00 – 17.00

The Fortitude way Neil Bailey FIFP CFPCM

& Chris Bowmer CFPCM

Fortitude Financial Planning

Online marketing – how, why and when? Jon PitthamClients First

Weds 25 Nov14.00 – 17.00

The Chamberlyns way Michael Smith CFPCM

Geoff Husaundee CFPCM

Chamberlyns

Suits you – investment risk and suitability Giles Marriage & Lawrence CookThesis

Real world best practice David SwanwickDimensional Fund Advisors

Sponsored by


Northern Ireland

Chairman: Robert Stevenson CFPCM

Company: SRG Financial ManagementTelephone: 02825 640919 Email: [email protected]: Lanyon Astor Buller, Number One, Lanyon Quay, Belfast BT1 3LG

Date Topic Speaker

Weds 14 Jan12.00 – 14.00

Two sides of advice and planning asset migration Damian Davies The Timebank

Weds 11 Feb12.00 – 14.00

Long term care planning Graham Duffy Partnership

Weds 11 Mar12.00 – 14.00

Cash flow modelling Richard Allum CFPCM APPThe Paraplanners

Weds 15 Apr12.00 – 14.00

Annual tax update Neil MacGillivrayJames Hay Partnership

Weds 20 May12.00 – 14.00

What a good client file looks like Melony Holman CFPCM

Compliance & Training Solutions

Weds 17 Jun12.00 – 14.00

Pensions update 2015 Mike Morrision AJ Bell

Weds 9 Sept12.00 – 15.00

Taxation of trusts calculations Gerry Brown Prudential

IFP update Steve Gazzard CFPCM

IFP

Weds 14 Oct12.00 – 14.00

Use of trusts and IHT planning Gerard Dodgson Aviva

Weds 18 Nov12.00 – 14.00

Developing professional connection and risk mapping Lawrence Cook Thesis

Tues 8 Dec19.00

Christmas dinner



Scotland

Chairman: Nicola Coates CFPCM Company: Carbon Financial Partners LimitedTelephone: 01738 443111 Email: [email protected]: Scone Palace, Perth PH2 6BD

Date Topic Speaker

Thurs 5 Feb09.45 - 16.00

EIS & HNW planning Guy TomkinIngenious

Make next year your best yet! Michelle HoskinStandards International

Advancing technology around the world Katrina FilerMoneyHub

Technical session

Thurs 26 Mar09.45 - 16.00Meeting sponsored by:

Professional connections Lawrence CookThesis Asset Management Ltd

The sunset clause Mark PolsonThe lang cat

Pensions technical

Client communication – back to basics Phil Billingham CFPCM


Thurs 18 Jun09.45 - 16.00Meeting sponsored by:

Details to be confirmed Gordon Wilson CFPCM Carbon Financial Partners

Digital everything David FergusonNucleus

Pitching skills David McDermottEdomidas

XPLAN – client case study Mark Loosmore / Johann KochIRESS

Thurs 17 Sept09.45 - 16.00Meeting sponsored by:

Raising the bar Royston GuestPti Worldwide

Communication skills of a hostage negotiator Richard MullenderThe Listening Expert

TBC Crawford ArmstrongQuilter Cheviot

Long term care Brian FisherFriends Life

Sponsored by

Dates to be confirmed

Paraplanner meetings In association with


South Wales

Chairman: Craig Palfrey CFPCM Company: PenguinTelephone: 029 2045 0 143 Email: [email protected]: Brewin Dolphin, 5 Callaghan Square, Cardiff CF10 5BT

Date Topic Speaker

Tues 27 Jan 09.00 – 12.00

New alliances with your professional connections - how the face of legal services is changing

Stuart BushellSIFA

Solutions for individuals, businesses and trusts Daniela JaumeIngenious

Strictly equity release Ian DunhamBower Equity Release

Tues 24 Mar 09.00 – 12.00

Fail to (financial) plan – plan to fail Andrew HartThe Voyantist

Five hottest compliance topics Jo SmithCompliance Consult

Market overview James GaddBrewin Dolphin

Tues 23 Jun09.00 – 12.00


The next generation of Financial Planners? Helen HollemanUniversity of South Wales

Retirement planning in the new pension world Malcolm TyrellJust Retirement

Tues 17 Nov09.00 – 12.00

Poor imitations; the threats to proper Financial Planning, powerful forces in the advice market & the need to create compelling value

Richard Watkins CFPCM

Close Brothers Asset Management

Managing risk and risk mapping Mark ArthursLegal & General Investment Management

The complexities of passive investing Paul HastingsThesis



South West

Chairman: Martin Ruskin CFPCM

Company: Paradigm Norton Financial Planning LtdTelephone: 01803 618318 Email: [email protected]: The Devon Hotel, Matford, Exeter EX2 8XU

Date Topic Speaker

Thurs 15 Jan 15.00 – 17.00

Make 2015 your best ever! Find your passion Michelle HoskinStandards International


Building post retirement income portfolios Dan KempMorningstar

Underpinning income in retirement Martin LinesPartnership

Weds 10 Jun15.00 – 17.00


Weds 28 Oct 15.00 – 17.00Meeting sponsored by:

Five stages of social media acceptance Pete Matthew CFPCM

Jacksons Wealth Management

Creating value when working with other professionals – intelligent investment solutions

Robert HardySeven Investment Management


Surrey

Co-Chairman: Keith Churchouse CFPCM Company: Chapters Financial LimitedTelephone: 01483 578 800Email: [email protected]: The Mandolay Hotel, Guildford GU1 2AE

Date Topic Speaker

Tues 3 Feb17.00 – 18.30

Using technology to improve customer service and driving efficiency through technology

Mark LoosmoreIRESS

What’s working for me! IFP Member

Tues 14 Apr17.00 – 18.30

Pension rule changes, the effects so far Tom Ibbotson & Brian Radbone Transact

What’s working for me! Martin Bamford CFPCM

Informed Choice

Tues 16 Jun8.00 – 9.30

Five steps to uncovering your business potential Brett Davidson FP Advance


Tues 15 Sept17.00 – 18.30

Five things I discovered filming a documentary about retirement

Martin Bamford CFPCM

Informed Choice


Tues 17 Nov17.00 – 18.30


What’s working for me! Martin Bamford CFPCM

Informed Choice

Sponsored by

30

Thames Valley

Chairman: Milton GordonCompany: Milton Gordon & CoTelephone: 01491 578999 Email: [email protected]: Conference Suite, Prudential IBIS Club, Scours Lane, Reading RG30 6AY


Date Topic Speaker

Weds 18 Feb18.15 – 20.30

Factor based investing Gregg GuerrinFTG Portfolios

Famous for 15 minutes Branch member

Weds 25 Mar18.15 – 20.30

Financial Planning technology Katrina FilerMoneyHub

Famous for 15 Minutes Branch member


Tax efficient investing Neville FloodOctopus


Weds 27 May18.15 – 20.30

Trust solutions for pensions and estate planning Malcolm NoblettSolidus Trusts


Weds 1 Jul18.15 – 20.30

TBC


Weds 2 Sept18.15 – 20.30

TBC Linda Hulls FIFP CFPCM

Cameron Trinity


Weds 14 Oct18.15 – 20.30

The new pension landscape following the implementation of the new rules and the general election

Brian RadboneTransact


Fri 18 Dec18.15 – 20.30

TBC

Sponsored by

Since our inception in 2000, the Transact service has grown from strength-to-strength, thanks to you.

Our business is based on sound principles,

such as professionalism, ethics and

innovation, and we observe these same

qualities in IFP and its members. That’s why

we are proud to be associated with the

IFP and proud sponsors of the IFP branch

programme 2015.

We’ve always associated ourselves with

advisers at the top of their profession, and

our relationship with the IFP programme

just cements that. With even more valuable

face-to-face time with advisers, it’s another

way of finding out what you think and the

challenges you face.

Brain Radbone, the Head of Technical

Services at Transact says:”The additional

support and training that we provide

through this programme helps us to

share our unique combination of proven

technology and personal service.

We constantly hear about the significant

challenges advisers face therefore we’re

well placed to provide support and help

with solutions – providing technical insight

where needed. That way we can help

advisers build their business and help them

save a significant amount of time.”

Whatever we can do to release you from

some of the time-consuming activities

involved in managing your clients’ financial

plans is a positive step that allows you to

concentrate on helping your clients with

their financial needs.

Ian Taylor, Chief Executive Officer message

to IFP members: “Our relationship with

IFP forms the cornerstone of our adviser

support activity for another year. We will

do our very best to help you build your

business on ours.”

020 7608 5350

[email protected]

www.transact-online.co.uk

Visit the IFP events calendar at www.financialplanning.org.uk for details of all events, training courses and branch meetings.

Registered Office: Institute of Financial Planning, One Redcliff Street, Bristol BS1 6NPT: 0117 945 2470 F: 0117 929 2214 www.financialplanning.org.uk

Please note that the IFP reserves the right to amend or cancel any event or event times and dates. This includes changes to speakers, content and programme. For the latest information check the IFP website. IFP – ME105 11/14

Follow us: @IFP_UK Search for ‘Institute of Financial Planning’ under groups

Documents

Branch Programme 2015 - Wayfinder › sites › financial...09 Scottish Conference 10 Chester & North Wales / Cotswolds 17 Kent & Sussex 18 Thames Valley July 01 Thames Valley 02 CPD