Financial Planning Conference

• • Monday 24 May 2010 08:30 - 17:00
    ICAEW, Chartered Accountants' Hall, London, EC2R 6EA (map)
  • 
    Add to calendar

The conference will deliver a programme of keynote speakers, interactive debates and workshops to help industry professionals meet new challenges.

Why you should attend

• High quality speakers drawn from across the industry and elsewhere
• Insight into key issues within an interactive, professional forum
• Interactive practice management and technical workshops
• The opportunity to share experience and network at Chartered Accountants' Hall
• Exhibition

Programme

• • 08:30 – 09:00
  • Breakfast and registration
• • 09:00 – 09:15
  • Chairman’s introduction
    Richard Bertin, Managing Partner, Asquith & Partners LLP
• • 9:15 – 09:35
  • Opening Address: Retail Distribution Review – Transitioning to the new world
    Justin Urquhart Stewart, Marketing Director, Seven Investment Management
• • 09:35 – 10:40
  • The New Landscape – 4 perspectives and panel debate
    Regulatory Perspective - Katharine Leaman, Manager Professionalism Policy, Conduct Policy Division, Financial Services Authority
    Industry Perspective - Dr Peter Williams, Head of Industry Development, AEGON UK
    Professional Practice Perspective - Paul Garwood, Director of Personal Financial Planning, Smith & Williamson
    Consumer Perspective - Jeff Prestridge, Personal Finance Editor, The Mail on Sunday
• • 10:40 – 10:55
  • Exhibition and Refreshments
• • 10:55 – 11:50
  • Keynote Session: Financial Planning and Emergent Profession – The Elements for Success
    Paul Etheridge, Chairman, The Prestwood Group of Companies
• • 11:50 – 12:35
  • Keynote Session – Is the cult of equity dead? Implications for financial planners
    Emma Howard Boyd - Head of Socially Responsible Investment and Governance, Director, Jupiter Asset Management
    Paula Forecast, Private Client Fund Manager, Jupiter Asset Management
• • 12:35 – 13:35
  • Lunch and Exhibition
• • 13:35 – 14:20
  • Keynote Session – The UK economy and implications for Investors
    John Redwood, Evercore Pan-Asset Capital Management Limited
• • 14:20 – 15:20
  • Workshop sessions*
    
    Track A - Transitioning your business to a new world
    Kevin Moss, Managing Director, 2020 Financial Services
    Gill Cardy, Strategic Planning & RDR Consultant, 2020 Financial Services
    
    Track B - Exchange Traded or Index Funds: which one is right for you?
    Sarah Briscoe, Business Development Executive, Vanguard
• • 15:20 – 15:40
  • Exhibition and Refreshments
• • 15:40 – 16:40
  • Workshop sessions*
    
    Track C - WRAPS
    Mark Davidson, Regional Business Development Manager (South), Ascentric
    
    Track D - Pensions and tax efficient Investments
    Simon Rogerson, CEO, Octopus Investments
    Leon Clarance, Structured Finance, Octopus Investments
• • 16:40 – 17:00
  • Chairman’s Summary
    Richard Bertin, Managing Partner, Asquith & Partners LLP

Please note this programme maybe subject to change

*Please indicate on your booking which two workshop sessions you would like to attend

Costs

• FSF Member - £175 + VAT
• FSF Member - Early Bird - £150 + VAT
• ICAEW Member* - £205 + VAT
• ICAEW Member* - Early Bird Price - £180 + VAT
• Non ICAEW Member* - £250 + VAT
• Non ICAEW Member* - Early Bird Price - £225 + VAT
• Event Only price** - £220 + VAT
• Event Only - Early bird price** - £195 + VAT

Members from the following professional bodies qualify for the ICAEW Rate: ICAI, ICAS, GAA, CIPFA, PFS, IFP. Members of those professional bodies need to contact our events services booking line to obtain this price.

*Prices includes complimentary membership to the Financial Services Faculty until the end of 2010.

** Please note the events only price is not available online. Please contact our events services booking line to obtain this price.

Please note that the early bird prices are valid until 31.03.10