Presentations

Presentations of the Personal Finance Society Conference at the ICC in Birmingham.

DAY 1

Plenary Session Video Presentations

Flash Video	Speaker	Presentation
Conference welcome	Robert Reid, PFS President	N/A
Making sense of statistics	Andrew Dilnot, Principal, St. Hugh’s College, Oxford	PPT file 2.1MB
The challenge of living too long	David Dunn, Fidelity International Retirement Institute	PPT file 12.3MB
The Personal Finance Society, leading the way	Fay Goddard, PFS Chief Executive	N/A
The value of advice	Justin Urquhart Stewart, Marketing Director 7IM	N/A
Video & System Requirements FlashPlayer: To view the Flash video files, you will need the latest version of Adobe Flash Player. Minimum System Requirements: Intel® Pentium® II 450MHz or faster processor (or equivalent), 128MB of RAM

Breakout Session PowerPoint Presentations

Title	Speaker	Presentation
LTC, insights and opportunities	Nicky Cave, Founder and managing Director, Eldercare Group	PPT file 2.6MB
Overseas aspects, the new planning for non-doms	Colin Jelley, Head of Tax and Financial Planning, Skandia	PPT file 1.9MB
Wealth management and asset allocation tools	Bruce Moss, Tillinghast Towers Perrin / Shawn Brayman, Planplus Inc	PPT file 2MB
Pension income, annuities, third way annuities and pension fund withdrawal	Billy Burrows, William Burrows Annuities	PPT file 2.3MB
Overseas aspects, planning for retiring abroad	Brendan Harper, Technical Services Manager, Friends Provident International	PPT file 2MB
Practical & accountable marketing for Adviser Practices	David Shelton, Head of Intermediary Strategic Planning, Clerical medical	PPT file 2.9MB
Managing investment portfolios for clients	Nigel Whittingham, Development Director, Old Broad Street Research	PPT file 2.9MB
Investing for income, a case study	John Woolley, Joint Managing Director, Technical Connection	PPT file 1.5MB
Gaining the right qualifications	Robert Reid, PFS President / Fay Goddard, PFS Chief Executive	PPT file 3.4MB

DAY 2

Plenary Session Video Presentations

Flash Video	Speaker	Presentation
Better service, why does it matter?	Jo Moran, Head of Servcie Communications & Activity, Marks & Spencer	N/A
Unscathed	Major Phil Ashby QGM	N/A
Change of office	Paul Lothian, new PFS President	N/A
Video & System Requirements FlashPlayer: To view the Flash video files, you will need the latest version of Adobe Flash Player. Minimum System Requirements: Intel® Pentium® II 450MHz or faster processor (or equivalent), 128MB of RAM

Breakout Session PowerPoint Presentations

Title	Speaker	Presentation
Long-only funds v UCITS 3 funds	Tim Hale, Managing Director, Albion Strategic Consulting / Tony Stenning, Managing Director, Unit Trust Business, Blackrock UK Retail Group	PPT file 5.6MB
QROPS, Opportunity or talking point!	Mike Morrison, Pension Strategy Manager, Winterthur Life	PPT file 2.6MB
Key tax planning for owner managed businesses in 2008	Tony Wickenden, Managing Director, Technical Connection	PPT file 4.2MB
Financial Lifestyle Planning and Delivering the WOW factor	Adam Young, Founder and Director, Dragonfly	PPT file 4.5MB
Protection, the hot topics	Peter Le Beau, Managing Director, Le Beau Visage	PPT file 3.8MB
Integrating LTC into the older client advice process	Tish Hanifan, Legal Support Services	PPT file 205KB
Choosing investment wrappers	Brian Murphy, Senior Financial Planning manager, AXA Sun Life	PPT file 2.1MB
Re-engineering the structure of your business	Brett Davidson, Chief Executive, FP Advance	PPT file 2.4MB
SIPPs, the suitability issues	Adrian Waddingham, Senior Partner, Barnett Waddingham	PPT file 2.2MB
Equity Release	Andrea Rozario, Director General, SHIP	PPT file 2.9MB
Choosing lump sum IHT schemes	Julie Hutchison, Head of Estate Planning, Standard Life	PPT file 2.7MB
Philanthropy and the role of the adviser	Theressa Lloyd, Theresa Lloyd Associates	PPT file 2MB

Conference 2008

Basket

Your basket is empty

View