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The Collaboration Dividend: Delivering better value by working together

Personal Financial Planning Conference 2021

9 November 2021

This year’s event focuses on how accountants and regulated financial advisers can work more closely together to deliver better client outcomes and build a more profitable and sustainable business.

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Highlights

The programme will revolve around our case study example family, retiring SME owners Peter & Patricia Pickle, and how collaborative personal financial planning advice represents the essential ingredient that enables the Pickle family to achieve their aspirations and goals.
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Wealth transfer

Multi-generational wealth planning: the £3 trillion wealth transfer

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Case study

Meet the Pickles: case study example of the collaboration dividend

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DPB licence

Unlocking value from the ICAEW DPB licence

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Pensions technical

Managing the Lifetime Allowance

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Sustainability

Keynote: Demystifying ESG investing

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Portfolio construction

Insights from the professionals

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Inheritance tax

Demystifying FCA regulated inheritance tax planning solutions

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Retiring to the EU

It’s got complicated

The programme

Chair's introduction
John Gaskell, Head of Personal Financial Planning, ICAEW
09:15
The £3 trillion wealth transfer
Octopus Investments
09:30
The Collaboration Dividend
Case study example: meet the Pickle family. How accountants and financial advisers can work collaboratively to build a better business. With Richard Bertin, Founder and Ceo at Tether, Eric Clapton, Managing Director at Clapton Consultants and Sarah Thwaites, Senior Policy Adviser at The Investment Association.
10:00
Break
11:00
Pensions: Managing the Lifetime Allowance
Luke Brooks, Head of Financial Planning at Smith & Williamson and Mark Devlin, Senior Technical Manager at Prudential.
11:15
WORKSHOP A: Professional collaboration: ICAEW Code of Ethics and Designated Professional Body Licence
Dean Neave, ICAEW Professional Standards
12:15
WORKSHOP B: How to build a successful investment portfolio and protect your future
Look under the bonnet at the critical elements for successful long-term investing. Netwealth will take you through the key principles of portfolio construction and management, including asset allocation, portfolio risk levels and governance, and how combining with factors you can control builds a more robust long-term financial plan.
12:15
Lunch
13:15
Keynote: Demystifying ESG investing
14:00
Panel debate: ESG investing
14:30
WORKSHOP C: Retiring to an EU member state
Jason Porter, Business Development Director, Blevins Franks.
15:00
WORKSHOP D: Saving tax while staying secure – Inheritance Tax planning and cashflow forecasting
Inheritance Tax is arguably one of the most emotive taxes that could be paid. While many want to save Inheritance Tax, it can be difficult to understand how much you can afford to give away and the structures that could be used to save the tax. Mazars will deliver a concise session on options available to plan for Inheritance Tax while maintaining financial security, demonstrating how they go about understanding the affordability of these plans. With James Robinson and Olivia Bucher from Mazars Financial Planning.
15:00
Event close
16:00

Our partners

ICAEW’s Carefully selected content partners, and members of the ICAEW Personal Financial Planning Advisory Board, will deliver an insightful range of live and recorded sessions to provide technical information and insights to help you develop your Personal Financial Planning business and meet your own financial planning needs.

Blevins Franks Logo of Mazars Logo of Prudential Logo of Netwealth Wealth Management Logo of Smith & Williamson an ICAEW commercial partner Logo of Octopus Investments
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Prices

The Personal Financial Planning Community is free to join and is open to members and non-members. Please click here to join the community and enjoy benefits such as discounts for events like this one. You must be a member of the community before booking an event to become eligible for discounts.

Please note: you may need to wait 24 hours after subscribing before you can book to attend.

Testimonials

Feedback from the Virtual Personal Financial Planning Conference delegates 2020.

The quality of speakers was first rate and the scope and depth of the really useful content covered made this an unmissable event.

Previous attendee Virtual Personal Financial Planning Conference 2020

Excellent - I only had to be there for what I wanted to hear.

Previous attendee Virtual Personal Financial Planning Conference 2020

Highly recommended. Delivery was great with no technical issues hampering delivery.

Previous attendee Virtual Personal Financial Planning Conference 2020

Every single presentation on day one was packed with useful and thought provoking information for anyone thinking about their own financial planning. Brilliant!

Previous attendee Virtual Personal Financial Planning Conference 2020

This was an excellent event, engaging, informative and well presented. I would not have been able to attend a live event in London and much appreciate the opportunity of being able to take part.

Previous attendee Virtual Personal Financial Planning Conference 2020

It was really interesting and to the point and the majority of the presentations met my personal finance concerns.

Previous attendee Virtual Personal Financial Planning Conference 2020

Our speakers

John Gaskell, head of personal finance planning at ICAEW
John Gaskell Head of Personal Financial Planning, ICAEW

John oversees ICAEW’s PFP Community and ICAEW’s Personal Financial Planning Advisory Group. His role involves liaising with the FCA and other regulators, working across different areas of ICAEW and with external stakeholders. He began his career as a private client stockbroker and investment manager before working as an independent financial adviser.

Richard Bertin is Founder and CEO of Tether and a speaker at ICAEW's Personal Financial Planning Conference 2020
Richard Bertin Founder and CEO, Tether

A member of ICAEW’s Personal Financial Planning Advisory Group, Richard established a successful fee-based wealth planning business, selling a stake in 2016 to Stonehage Fleming. He further built the group’s private client financial planning arm before leaving in 2019 to establish Tether, which is launching personal financial planning software for accountants.

Luke Brookes, Director, Smith & Williamson Financial Services, is a speaker at ICAEW's Personal Finance Planning Conference 2020
Luke Brooks Head of Financial Planning, Tilney Smith & Williamson Financial Services

Luke joined Smith & Williamson in 2005 after attaining the AFPC qualification with Kingston Smith Chartered Accountants. As Head of Financial planning he advises private clients on their financial planning needs, specialising in pension funding and retirement planning.

Eric Clapton, Director at Clapton Consultants, is a speaker at ICAEW's Personal Financial Planning Conference 2020
Eric Clapton Director, Clapton Consultants

Eric has more than 25 years’ experience as a qualified financial adviser and investment manager, with a particular interest in pension and retirement planning. He was previously a senior partner of a regional firm and latterly as the Managing Director of a successful discretionary investment manager.

Mark Devlin, Senior Technical Manager from Prudential, is a speaker at ICAEW's Personal Financial Planning Conference 2020
Mark Devlin Senior Technical Manager, Prudential UK

Mark is a member of Prudential's Technical team, based in Edinburgh. He has worked in the industry since 1998 and has held a variety of roles in financial planning, including: mortgage packaging, sales support, paraplanner, IFA and business assurance.

Dean Neaves, Senior Manager Quality Assurance, ICAEW
Dean Neaves Senior Manager, Quality Assurace, ICAEW

Dean joined ICAEW in 2016. He qualified as a Chartered Accountant with PwC and spent more than 20 years in the audit practice working with clients from small start-up techn businesses to larger listed groups. He also worked on several transactions, including IPO’s, fundraising and acquisitions.

Jason Porter
Jason Porter Business Development Director, Blevins Franks

Jason has an Honours Degree in History and Politics, and is a Chartered Tax Adviser and qualified financial planner. Jason trained at Ernst & Young and while at Coutts he realised not all the solutions to client needs were available in the tax space, and extended his advice base to financial planning.

Iain Barnes is a speaker at ICAEW's Personal Finance Planning Conference 2020
Iain Barnes Head of Portfolio Management, Netwealth

Iain joined Netwealth in January 2016 from UBS Asset Management to launch the Netwealth investment portfolios in May of that year. He leads the Netwealth investment process and holds ultimate responsibility for portfolio performance.

Sarah Thwaites
Sarah Thwaites Senior Policy Adviser, The Investment Association

Sarah has a broad ranging knowledge and experience gained from senior executive and non-executive roles in the financial services sector. She is a compelling and authentic ambassador for organisations, with experience in promoting solutions in the UK and abroad.

Be part of the ICAEW Personal Financial Planning Community

For anyone with an interest in personal financial planning - providing professional advice on regulation, investments, pensions, probate, tax and estate planning and practice development. Membership is free and open to everyone, including non-ICAEW members.

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