A serious conference for the serious financial planner and adviser

With roller coaster global stockmarkets, a raft of new pension developments, uncertainty in insurance protection markets and a Government that seems to be making major tax changes without much strategy, your clients need you more than ever to guide them through the financial landscape to sound strategic decisions that will meet both their short and long term objectives.

And as the crème de la crème of the financial planning community, you understand your professional responsibility to keep up to date with market developments.

This conference will help you do just that.

Why attend this conference?

By attending this event you will:

• satisfy your thirst for practical technical knowledge
• hear top class speakers deliver advanced level sessions
• discuss in depth case studies with your market peers
• gen up on the latest thinking on a variety of subjects

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Programme

Please note: this programme is provisional only and subject to final amends by the PFS.

• Download the full programme for both days

Day One - Thursday 26 June 2008

Timing	Stream One – Tax and Financial Planning	Stream Two – Investment and Financial Planning	Stream Three – Think Tanks – Discussion Sessions
09.00 – 10.00	Registration and Coffee
10.00 – 10.10	Opening of the Conference Robert Reid, President, Personal Finance Society
10.10 – 10.55	Keynote Address "Through a glass darkly": some thoughts on markets Edward Bonham Carter, CEO, Jupiter
10.55 – 11.05	Breather/Transfer
11.05 – 11.50	Tax in investment planning post Budget 2008 Colin Jelley Head of Tax and Financial Planning Skandia	Behavioural finance and the psychology of advising Nichole Pichler Head of JP Morgan Asset Management Academy JP Morgan	Insurance - disclosure, claims and treating customers fairly Mike Taylor Head of Underwriting & Chief Underwriter AXA Sunlife
11.50 – 12.00	Breather/Transfer
12.00 – 12.45	Inheritance tax planning update Peter Legg Head of Inheritance Tax Planning Matters Vantis	Effective portfolio construction Graham Bentley Head of Investment Marketing Skandia Business Unit	Is it time to be critical about critical illness insurance? Roger Edwards Products Director Bright Grey
12.45 – 14.30	A structured group discussion: Treating customers fairly - what it means for businesses Simon Collins, Managing Director, Resources Compliance (This session will include a working lunch)
14.30 – 14.40	Breather/Transfer
14.40 – 15.40	CASE STUDY - Estate planning Alison Broadberry Partner Speechly Bircham	CASE STUDY - Asset allocation Author and facilitator - Michael Azlen Chief Executive Officer Frontier Capital Management
15.40 – 16.00	Tea
16.00 – 16.45	SIPPing into retirement John Moret Director of Sales and Marketing Suffolk Life	Structured products and their use within asset allocation Marc Chamberlain Vice President, UK Structured Investment Solutions Team and Shahzad Sadique Head of Structuring Team FundLogic and LiquidFunds Morgan Stanley Investment Management	Advising on equity release - opportunities and pitfalls Andrea Rosario Director General SHIP
16.45 – 17.00	Breather/Transfer
17.00 – 18.00	CASE STUDY - Pensions for a retiring business owner Rachel Vahey Head of Pensions Development AEGON Scottish Equitable	CASE STUDY - Fund selection and portfolio design Author and facilitator Peter Fenney, Investment Director Rathbones	Lasting powers of attorney and mental incapacity - threats and opportunities Helena Luckhurst Solicitor Speechley Bircham
18.00 – 19.30	Relax!
19.30	Conference Dinner Are hedge funds risky? Larry Jones, Chief Investment Officer, Nedgroup Investments

Day Two - Friday 27 June 2008

Timing	Stream One – Tax and Financial Planning	Stream Two – Investment and Financial Planning	Stream Three – Think Tanks – Discussion Session
08:45 – 09:40	Keynote Address Demographic change – the context for financial planning Professor David Coleman, Professor of Demography Department of Social Policy and Social Work, University of Oxford
09:40 – 09:50	Breather/Transfer
09:50 – 10:35	Extracting value from a company Brian Murphy Senior Financial Planning Manager AXA Life	Retiring abroad – the problems and opportunities Colin Vickers Business Development Director Blevins Franks International	The practicalities of long term care provision Graham Duffy Long Term Care Manager Partnership Assurance
10:35 – 10:55	Coffee
10:55 – 11:40	Planning for non-doms after the 2008 tax changes Gerry Brown Tax and Trust Manager Prudential	The future of property as an investment asset class Angela Sheahan Senior Researcher Investment Property Data (IPD)	Longevity and new annuity solutions - is there a viable third way? David Brand Managing Director Hannover Life Re UK
11:40 – 11:50	Breather/Transfer
11:50 – 12:35	Care fees planning – a market update Jeremy and Janet Davies Joint Managing Directors Symponia	Divorce – The financial impact Grant Howell Partner Charles Russell LLP	Whither income protection? - How can the product develop momentum and become a major protection product? Peter Le Beau Chief Executive Le Beau Visage
12:35 – 13:15	Lunch
13:15 – 15:15	CASE STUDY Holistic Financial Planning Authors and facilitators John Porteous, Director and Head of Private Clients, BDO Stoy Hayward Investment Management and Tony Wickenden, Joint Managing Director, Technical Connection
15:15 – 15:55	Keynote address Global boom and US recession - incompatible twins? Gavyn Davies Chairman of Fulcrum Asset Management and a founding partner of Prisma Capital Partners and Active Private Equity Formerly: Economic Policy Adviser to the Prime Minister at 10 Downing Street Head of Global Economics Research and Partner at Goldman Sachs Chairman of the BBC
15:55 – 16:00	Conference close Robert Reid, President, Personal Finance Society

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Who should attend this event?

• Chartered Financial Planners
• Associates and Fellow of the PFS
• Holders of the Diploma in Financial Planning (APFC in “old” language)

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CPD Accreditation

This conference provides 30 credits should you wish to count it towards your annual CPD commitment.

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Conference Fees

There are two packages available to attend this event:

1. All inclusive - £398.70 plus VAT. This package includes the two conference days, all refreshments and meals, conference documentation and accommodation for one night at the conference centre (great rooms!)
2. Conference only - £328.70 plus VAT. This package includes everything – except the accommodation and is designed for people who live locally and wish to spend the night at home.

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How to book

Click on this link to go to our online booking form.
Please complete all details fully and make your payment with your booking as bookings cannot be accepted without full payment.

Cancellation Policy

Cancellations received by Friday 30 May 2008 are subject to a £50 administration charge. We regret that no refunds may be given after Friday 30 May. Name substitutions involving no refunds may be made at any time for no charge.

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In association with:

Skandia is proud to be sponsoring the PFS inaugural Technical Retreat. As pioneers of multi-manager investing in the UK we are the acknowledged leader in the field. Our wealth of experience has earned us a reputation for excellence for our approach to design, administration and service.

Skandia Group is part of Old Mutual plc, a FTSE 100 listed company with over 50,000 employees and funds under management of £279 billion*. Our partnership with Old Mutual is built on a shared strategy of continued product innovation and excellence in service standards.

Financial decisions are among life’s most crucial and we believe customers should rely on your expertise as a financial adviser to guide them. We don’t sell directly to customers, but rely on you to recommend us. That way there are no split loyalties and we can stay totally focused on providing leading investment solutions, innovative products and award-winning service standards.

*As at 31 December 2007 (Old Mutual)

Faculties partners

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