Be part of a growing community of specialist financial advisers and planners across the UK. Gain a thorough understanding of the opportunities and challenges of being an expert in this field.
6 June 2019 – Birmingham
Be part of a growing community of specialist financial advisers and planners across the UK. Gain a thorough understanding of the opportunities and challenges of being an expert in this field.
You’ll develop your understanding of:
- Commercial considerations and practice management for a specialist adviser
- Pensions and tax planning
- Specialist accreditation techniques
- How to build strong relationships with other professionals
- The behavioural and interpersonal skills necessary to undertake your role effectively and responsibly
Who is this event for?
- If you are already accredited – come along and share best practice with your specialist peers
- If you are a member but not accredited – come along and see why accreditation will add value to your business
- If you are not a member, but interested in this area – come along and meet a friendly community that wants you as a part of its future.
Programme
| 9.00am | Refreshments and networking | |
| 9.30am | Welcome | Steven Hennessy (Chair) |
| 9.40am | “What has Specialist Accreditation Ever Done for Me? The good, the bad and the ugly of being a divorce financial planner” | Phil O’Connor |
| 10.10am | “Understanding the Landscape of Financial Remedies. What financial advisers should absolutely know” | Rhys Taylor, James Pirrie and Paul Cobley |
| 11.10am | Refreshments | |
| 11.30am | “Safeguarding – Being Prepared for Difficult Situations” | Fiona Sharp |
| 12.00pm | “The Emotion Behind Divorce” | Caroline Strawson |
| 12.30pm | “Mortgages and Divorce” | Cathy Beaumont |
| 1.00pm | Lunch | |
| 2.00pm | “Expert Reports – New Guidance from the Pensions Advisory Group” | Kate Routledge |
| 2.30pm | “Demystifying the Roles of a Mediator, Family Consultant and Therapist, and how IFAs might expect to work with them” | Jane McCann |
| 2.50pm | “Teamwork – how and why we work together” | Jane McCann and Tom Farrell |
| 3.10pm | “Riding the Regulatory Line – the boundaries between our regulated and non-regulated world. Contracting, confidentiality & privilege” | Tom Farrell |
| 3.30pm | Refreshments | |
| 3.50pm | “State Pensions on Divorce – Known Unknowns and Unknown Unknowns” | Paul Cobley |
| 4.20pm | “Tying it all together: Financial Remedies” | Rhys Taylor, James Pirrie and Paul Cobley |
| 4.50pm | Closing remarks | Steven Hennessy (Chair) |
| 4.55pm | Ends |
