Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 

Watch sessions from the Q3 2015 regional conferences online now

If you missed the chance to attend the Q3 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 »

Automatic Enrolment: The Duties, the Myths and TPR Enforcement

Learning objectives - be able to:

  • Understand the automatic enrolment employer duties
  • Discuss the common myths and misunderstandings with advisers and employers
  • Give an update of the compliance and enforcement action taken by The Pensions Regulator
Play video »

 

Looking Beyond the Market Noise

Learning objectives - be able to:

  • Understand different Fund Manager Investment Styles and how these styles perform in different market conditions
  • Explain how the recent macro environment has impacted major asset classes
  • Demonstrate the importance of looking beyond the market noise as an active investment manager
  • Discuss asset class opportunities in 2015 and beyond
Play video »

 

Don't Bother or Definitely Beneficial

Learning objectives - be able to:

  • Understand the significance of the critical yield in the transfer decision
  • Understand why transferring from DB to DC could help meet a client's objectives
  • Identify the drivers to transfer from employee and employer perspective
  • Understand why the Regulator plans to increase their requirements for transacting this type of business
Play video »

 

Trends and common risk management issues in adviser model portfolios

Learning objectives - be able to:

  • Identify investor mindset in the UK
  • Understand trends in adviser model portfolios
  • Explore tools to help advisers build more durable portfolios for clients
  • Identify the advantages of strategies with clear and specific objectives
Play video »

 

Flexible Retirement - What is ACTUALLY happening in the market?

Learning objectives - be able to:

  • Recap the options available to clients vesting pensions post April
  • Identify the different motivations for clients in selecting different retirement options
  • Consider how the new flexibility can support the client in meeting their objectives
  • Understand what has actually happened since April in the retirement market
  • Identify lessons to be learned, pitfalls to be avoided and emerging trends
Play video »

 

Case Study - Trustee Investments

Learning objectives - be able to:

  • Give an insight into the potential market to give advice to trustees of existing trusts
  • Offer an understanding of the legal issues that apply when trustees are considering changing investments
  • Give an overview of the current income tax, capital gains tax and inheritance tax provisions that apply to existing trusts
  • Consider the duties that apply to trustee investments including the obligation for the trustees to regularly take investment advice
  • Determine the needs of the beneficiaries according to the type of trust under consideration:
    • interest in possession trust
    • discretionary trust
    • accumulation trust
    • bare trust
  • Select the appropriate investments to meet the needs of the beneficiaries in the most tax efficient manner possible.  Investments that will be considered will be:
    • direct equity and cash investments
    • collective investments
    • single premium investment bonds
Play video »

 

Q3 Partners in Professionalism

PIPs Web