| Day One |
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Keynote Address – Anthony Morris - Does your present have a future?
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| PFS AGM Update – Fay Goddard, Chief Executive of the Personal Finance Society |
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| Day Two |
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| Main Platform |
Opening Keynote Address – George Kinder -
Life Planning and the future of Financial Planning
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| Closing Keynote Address – Ned Cazalet - The future evolution of advice |
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| Breakouts |
Nick Bamford , Chief Executive, Informed Choice - Changing to the new advice model
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Andrew Smithers , Chairman, Smithers & Co Ltd - The outlook for equity markets
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Brian Lawless - Surviving in the 50% income tax world. High net worth case study, part I
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Philip Calvert , Founder of IFA Life - 20 powerful new marketing tools for winning new clients
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Philip Mowbray , Head of Product Risk, Barrie & Hibbert - Stochastic modelling & asset allocation
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Alison Broadberry , Partner, Speechly Bircham - Estate planning challenges. Case study, part II
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George Kinder - Financial Life Planning: The new methodologies of client service delivery
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Fiona Tait , Business Development Manager, Scottish Life - The greatest opportunity for pensions advice this century
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Anthony Morris - Are you selling funds and policies or a building a business?
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Richard Romer-Lee , Research Director, Old Broad Street Research - Can absolute return funds live up to their promise?
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Tony Wickenden , Joint Managing Director, Technical Connection - Tax planning priorities for high earners & business owners |
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| Diploma Exam Surgeries |
J01 Personal Tax
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JO2 Trusts JO4 Pension funding
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JO4 Pension funding |
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JO5 Pension benefits
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JO6 Investment
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| JO8 Planning |
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