Financial Planning on Separation Conference 2024

Back to events

Our flagship event for financial professionals advising or looking to advise on divorce and separation.

The Financial Planning on Separation Conference is back at Eastside Rooms Birmingham, Thursday 7 and Friday 8 March 2024

After overwhelmingly positive feedback in 2023, we’ve got more of the content you loved and developed the programme even further. Expect both technical and practical content from the experts, an interactive setting for sharing best practice, plus plenty of networking.

The main programme is on Thursday, with further content on Friday for Resolution Accredited Specialist financial advisers. This will include a roundtable discussion and workshop.

Resolution members receive 20% discount on ticket prices

Member price £240
Non-member price £300

Book now

 

Programme, Thursday 7 March 9.30-5.00pm

Welcome Address from Conference Chair

Steve Hennessy FPFS, Resolution Accredited Specialist financial adviser and Director, Beeswax Wealth Management

Pensions and Divorce – what’s new?

With Paul Cobley, Director, Oak Barn Financial Planning

Paul will take you through recent and relevant case law, pointing out key learning points for lawyers and financial planners. He will then discuss the recently launched PAG2 guidance, highlighting some of the key changes from PAG1 and particularly those areas where financial planners can make a real difference to client outcomes.

Public Sector Pensions Remedy and the McCloud Judgement

With Paul Windle, specialist Pensions Actuary and one of the two founders of Actuaries for Lawyers.

Public Sector Pensions Remedy is one of the biggest changes affecting public sector pensions in recent years.

Covering key areas to understand when dealing with public sector pensions as part of a client’s pension assets. Including getting into the numbers and addressing some practical issues when valuing or dividing up these pensions as part of a divorce settlement.

Lifetime Allowance Protections and Pension Sharing

With Cheryl Bowden, Chartered Financial Planner; Director at Bowden Financial Management Ltd and Bowden Evolve Ltd

Cheryl sets out to:

    • recap on Lifetime Allowance protections and why they are still relevant in the world of LSA and LSDBA
    • explore how Pension Sharing impacts the various protections
    • identify LTA Protection issues to consider when implementing a PSO
Down the Rabbit Hole – a financial planner’s journey into advising on separation and divorce

With Asif Sadullah FPFS, Chartered Financial Planner and Resolution Accredited Specialist adviser at Active Chartered Financial Planners

How cashflow modelling can increase the value you add to your clients

With Lottie Kent, Chartered Financial Planner and Resolution Accredited Specialist adviser, True Financial Design Ltd

We will explore, how cash flow modelling:
• can increase clients’ confidence to make informed decisions
• is used with individuals
• is used when working with a couple

and the assumptions used – the ongoing debate.

Fear and Finances – how to work well with vulnerable clients going through separation and divorce

With Annmarie Carvalho, Therapist and Trainer at The Carvalho Consultancy and Bhavesh Kotecha, Psychotherapist and Chartered Accountant at The Carvalho Consultancy 

Working with clients going through separation and divorce in any context involves working with vulnerability and high emotion. Nowhere is this more true than in discussions relating to money, which can be loaded with fear for our clients.

We’ll look at how to work with vulnerability and how to take of yourself in the process.

Business Assets and Divorce – Valuation and Tax Efficient Extraction

With Jessie King, Senior Manager, Quantuma Advisory Limited and Kayleigh Everson, Tax Manager, K3 Tax Advisory Limited 

Jessie and Kayleigh will discuss business asset valuation and tax efficient extraction methods used in divorce cases. They will give a top-level outline of the various approaches to valuation and how you can best guide your client through the process. The session will cover the Finance Act 2023, changes to the capital gains tax regime for transferring assets between spouses, and end on tax planning to assist your clients access company assets efficiently.

PODE Round Table

With: Paul Cobley, Director, Oak Barn Financial Planning; Ian Hawkins, Director, Oculus Wealth Management; Simon O’Connell, Director, Evelyn Partners 


Programme Friday 8 March for Resolution Accredited Specialist advisers

Chaired by Lottie Kent, True Financial Design Limited and Ceri Griffiths, Willow Brook Lifestyle Financial Planning

9am to 12 noon Workshop and Roundtable discussion

Issues and pitfalls in our work:
• Expert reports – to do or not to do.
• Marketing – getting the right enquiries.
• Working in Mediation and other DR settings
Best practice – what is working now?
• Fees – what to charge, when to charge, how to charge.
• Practical, time-saving tips to use in your business.