A Golden Future for financial planning

Below you will find the PowerPoint presentation from the 2010 PFS Annual Conference. These will be sent to delegates on a DVD which will also contain video and audio session recordings.

Main Platform

Roger Bootle – Economic and financial outlook
Fay Goddard – CEO Report
Derek Williams – Wow customer service

Break-out Sessions

Nest – Adrian Boulding
5 Habits of highly successful advisers
ETFs – Chris Gilchrist
Personal Tax Planning - Danby Bloch
Personal Productivity – David Batchelor
The efficient office – Graham Cross
DC Pension transfers – Hugh Bance
Business Planning – John Baxter
Psychology of money – Kim Stephenson
Structured Products – Marc Chamberlain
Business tax planning – Peter Rayney
The process of investment advice – Peter Robertson & Tony Stenning
Cash Flow modelling – Petronella West
Final salary pensions – Rob Gaines
Ethics – Simon Collins
Investment Trusts – Simon Elliott
Managing the FSA – Simon Morris
SIPP V SSAS – Stewart Dick
Extracting income and gains from trusts – Tony Wickenden

Case Studies

Trusts – John Woolley
Retirement Funding – Ian Naismith & Jon Dunkley
IHT tips & tricks – Helena Luckhurst
Valuing an IFA Business – Alan Hughes

Breakfast Sessions

Darren Ripton – Diversification
David Phillpots – Professional Standards
John Porteous – Efficient business
Mark Smith – Regulation & Ethics
Mike Kennedy – Regulation
Stan Russell – Trustees
Justin Urquhart Stewart – Chartered