Multi-generational wealth planning: the £3 trillion wealth transfer
Meet the Pickles: case study example of the collaboration dividend
Unlocking value from the ICAEW DPB licence
Managing the Lifetime Allowance
Keynote: Demystifying ESG investing
Insights from the professionals
Demystifying FCA regulated inheritance tax planning solutions
Retiring to the EU
It’s got complicated
- Chair's introduction
- How collaborating with professional connections can unlock the Great Wealth Transfer
- The Collaboration Dividend
- Pensions: Managing the Lifetime Allowance
- WORKSHOP A: Professional collaboration: ICAEW Code of Ethics and Designated Professional Body Licence
- WORKSHOP B: How to build a successful investment portfolio and protect your future
- Keynote: Demystifying the ESG investment management process
- Panel discussion - ESG investing
- WORKSHOP C: Retiring to an EU member state
- WORKSHOP D: Saving tax while staying secure – Inheritance Tax planning and cashflow forecasting
- Event close
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.
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.
Excellent - I only had to be there for what I wanted to hear.
Highly recommended. Delivery was great with no technical issues hampering delivery.
Every single presentation on day one was packed with useful and thought provoking information for anyone thinking about their own financial planning. Brilliant!
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.
It was really interesting and to the point and the majority of the presentations met my personal finance concerns.
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.
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.
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 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.
Olivia joined Mazars’ Financial Planning Team in 2019. She holds the Investment Advice Diploma and Chartered MCSI status with the Chartered Institute for Securities and Investments. She looks after private clients and owner-managed businesses in pension and retirement planning, investment planning, protection and tax planning strategies.
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 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.
Ajay worked at Barclays Wealth before joining Ruffer in 2014. In 2019, he worked as an equity analyst in Ruffer’s Hong Kong office, before returning to the charities team in London as an Investment Manager. He is a member of the Chartered Institute of Securities & Investment and is co-manager of the Charity Assets Trust.
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 tech businesses to larger listed groups. He also worked on several transactions, including IPO’s, fundraising and acquisitions.
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.
James is a Chartered Financial Planner and Fellow of the PFS, responsible for leading the Financial Planning team in London. James’s focus is building lasting relationships with clients, helping them to maximise family wealth and meet clients’ objectives. His achievements have been recognised by Citywire Magazine four years in a row, being named one of the ‘Top 35 Next Generation Advisers’ 2017-2020.
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.
India graduated with an MA honours in English from St Andrews University and joined Ruffer in 2017 as part of the graduate trainee programme. She is a member of the Chartered Institute for Securities & Investment following completion of the CISI Masters in Wealth Management.
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.