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Watch sessions from the Q1 2015 regional conferences online now

If you missed the chance to attend the Q1 regional conferences, or you wish to go back over what you heard on the day, then please use the links below to watch the recordings of the sessions.

For more information on regional conferences, including upcoming events and past recordings, please go to:

Regional Conferences »

Exploring strategic bond funds - Jupiter

Learning objectives: be able to:-

  • Understand the key features of strategic bond funds
  • Explore some of the key debt instruments used by strategic bond fund managers
  • Understand in what environments certain instruments can be utilised
  • Monitor the sector and the variances of key funds within it
Play video »


IHT planning opportunities and update - Zurich

Learning objectives: be able to:-

  • Look at the background to the current IHT regime and explore the key reasons why clients should be doing IHT planning today.
  • Describe the process for effective IHT planning and explore briefly, areas that are often overlooked or misunderstood.
  • Explain the opportunities to use insurance based solutions.
  • Consider the impact and opportunities arising from the recent recommendations in HMRC's various consultation papers looking to simplify charges on trust.
  • Highlight some useful planning tools that can support advisers in the client discussions
Play video »


Freedom and choice….and advice! - Partnership

Learning objectives: be able to:-

  • Share the detail around new-style drawdown
  • Understand the implications of new ways of taking lump sums
  • Explain the changes to annual allowances proposed from 2015
  • Explain the proposed new annuity options
  • Develop ideas for underpinning income in a cost-efficient way
  • Balance the need for pensions security and flexibility
Play video »


Case Study - pre and post April pension planning opportunities - Terry Bateman

Learning objectives: - This case study will appraise delegates of:

  • The most important changes that are due to take place with regard to pension flexibility from April 2015
  • How this will affect individuals depending on the type of pension plan or scheme that they are a member of
  • How those changes will impact on those individuals who are in or move into capped drawdown before 6th April 2015 and what their options will be
  • How to look at the restrictions that will apply to people who take flexible pension benefits but who still wish to pay pension contributions
  • How to examine the changes that have occurred to the taxation of lump sum death benefits paid under pension plans and look at their current planning options
  • Some of the traps and possible drawbacks of utilising the flexible pension rules
Play video »


Social media - maximising the opportunity - Philip Calvert

Learning objectives: be able to:-

  • Understand the growing role of social media in attracting and retaining clients
  • Assess the key points made within the FCA's GC 'Social Media and Consumer Communications' paper
  • Appreciate maximisation techniques when using the likes of Linkedin/Twitter etc
  • Measure return on investment from your social media activity
Play video »


Q1 Reg Conf Sponsor Strip