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Personal Finance Society
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Watch sessions from the Q1 2016 regional conferences online now

If you missed the chance to attend the Q1 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 »

2016 ‐ A better year for financial markets? - Invesco Perpetual

Learning objectives - be able to:

  • Understand the main factors that will influence the global economy in 2016.
  • Outline the key fundamental drivers impacting asset class performance in 2016.
  • Understand where Invesco Perpetual's fund managers believe the best opportunities lie at the asset class, regional and sector level.
Play video »


Efficient Consumption ‐ Driving the hybrid model - Partnership

Learning objectives - be able to:

  • Consider the latest developments and consultations relating to the implementation of pension freedoms
  • Recognise how to balance both guarantees and flexibility in retirement
  • Understand what is meant by the term 'hybrid' product
  • Recognise the place for new product design and how innovation can create better client outcomes
Play video »


The New Dividend Tax Changes - Zurich

Learning objectives - be able to:

  • explain the key changes to the taxation of UK dividends from 6th April 2016 and who they'll affect
  • understand how the current taxation (calculations) of UK dividends compare to the new, highlighting who are the winners and losers
  • describe how the new dividend and personal savings allowances work in practice and the interaction with tax thresholds/traps
  • understand the impact of the changes and (dis)advantages on various funds, tax wrappers and trusts
  • consider the planning points and opportunities available for managing client investment portfolios (in retirement or using platforms) tax efficiently
  • understand how platforms can support advisers and clients
Play video »


Yield at what cost - Jupiter

Learning objectives - be able to:

  • Understand the requirement for both income and growth amongst an ageing demographic
  • Challenge fund managers on their ability to generate yield without sacrificing capital
  • Assess the risks associated with derivative use as a tool to boost income
  • Understand the opportunity to utilise Distribution funds to generate steady income levels and manage capital in a simple and lower cost structure
Play video »


Business and Personal Protection - meeting the needs of both company and key directors

Learning objectives - be able to:

  • An understanding of the business and personal protection needs of a director/shareholder of a private limited company and the company itself.
  • An understanding of how arrangements can be set up on a flexible basis to meet the protection needs of the director(s)/shareholder(s) and the company.
  • An appreciation of the tax implications of such an arrangement and how tax efficiency can be enhanced.
  • An awareness of how double option agreements work and how such option agreements and Wills are a necessary ingredient to an effective business protection arrangement.
  • An understanding of key person needs and the various ways in which cover for this can be put in place.
Play video »


The 'ins and outs' of running an investment committee effectively - Square Mile

Learning objectives - be able to:

  • Gain an understanding as to how you can ensure that an investment committee is running effectively?
  • How to review the actions of an investment committee to ensure that they are following the clients instructions and risk profile
  • Discover what lessons can be learnt from previous experiences in the industry, what is best practice and how can you be confident your chosen version of an investment committee can serve the best interests of the consumer?
Play video »


Q1 Partners in Professionalism