The IFP Annual Conference 2015 will take place from Monday 5 October to Wednesday 7 October at the Celtic Manor Resort, Newport, South Wales.
The current programme is as follows:
| Monday, 5 October 2015 | |||
| 10:00 – 11:45 | PRE-CONFERENCE SESSION Accredited Financial Planning Firms session [More Info] |
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| 12:00 – 17:30 | Registration open & exhibition/lunch available [More Info] | ||
| 13:00 – 13:30 | ANNUAL GENERAL MEETING AGM – IFP members only [More Info] |
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| 13:30 – 13:45 | Comfort break | ||
| 13:45 – 14:30 | KEYNOTE SESSION What the future holds [More Info] |
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| 14:30 – 15:00 | Networking break/Exhibition open | ||
| 15:00 – 15:45 | OPTIONAL SESSIONS 1 Does size matter? Insight on how to deliver a great client experience[More Info] John Porteous CFP, Head of Client Proposition , Towry Ruth Sturkey CFP, Founder & Managing Director, The Red House Consulting Ltd Gordon Wilson CFP, Managing Director, Carbon Financial Partners Ltd |
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| 15:00 – 15:45 | OPTIONAL SESSIONS 1 Holistic Financial Planning: where does tax-efficient investing fit in? [More Info] Dominique Butters, Business Development Manager, Octopus Investments |
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| 15:00 – 15:45 | OPTIONAL SESSIONS 1 How to make joint ventures with solicitors work [More Info] Ian Muirhead, Chairman, SIFA |
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| 15:00 – 15:45 | OPTIONAL SESSIONS 1 New world of retirement [More Info] Bob Gordon, Pensions Consultancy Manager, Standard Life |
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| 15:45 – 16:00 | Room change | ||
| 16:00 – 16:45 | OPTIONAL SESSIONS 2 Essential estate planning for business owners [More Info] Alison Broadberry, Partner, Charles Russell Speechlys LLP |
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| 16:00 – 16:45 | OPTIONAL SESSIONS 2 How to protect your clients’ assets from being wrongly taken to pay for care [More Info] Angela Sherman, Director, Care To Be Different |
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| 16:00 – 16:45 | OPTIONAL SESSIONS 2 Philanthropy – a Financial Planner’s perspective [More Info] Murray McEwan CFP, Director, Flowers McEwan Ltd |
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| 16:00 – 16:45 | OPTIONAL SESSIONS 2 Talking technical – lifting the lid on pension freedoms [More Info] Michael Hague FIFP CFP, Financial Planner & Fellow, Investment for Life |
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| 16:45 – 17:00 | Room change | ||
| 17:00 – 17:30 | OPTIONAL SESSIONS 3 So what’s so smart about Smart Beta? [More Info] Michael Langerup, Director – Product Strategist, ETF Securities |
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| 17:00 – 17:30 | OPTIONAL SESSIONS 3 The life of a client in the day of a Financial Planner [More Info] Richard Sheppard, Intermediary Development Manager, Metlife |
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| 17:00 – 17:30 | OPTIONAL SESSIONS 3 What’s the investment problem no-one’s talking about? [More Info] Marcus Brookes, Head of Multi-Manager Diversity Team, Schroders |
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| 17:40 – 18:20 | Meet the IFP Board | ||
| 18:30 – 21:30 | WELCOME EVENING [More Info] | ||
| Tuesday, 6 October 2015 | |||
| 08:15 – 08:35 | LEARNING LOUNGE 1 tbc |
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| 08:15 – 08:45 | OPTIONAL SESSIONS 4 Growth of Index and ETF investment strategies: An active approach to beta [More Info] Andrew Keegan, Vice President, BlackRock |
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| 08:15 – 08:45 | OPTIONAL SESSIONS 4 Why online advice is the next evolution for professionals [More Info] Richard Goodall, Partner, Parmenion Chris Williams CFP, CEO, Wealth Horizon |
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| 08:30 – 15:50 | Registration/Information desk open | ||
| 09:00 – 09:20 | KEYNOTE SESSION IFP day 2 opening address |
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| 09:20 – 09:50 | KEYNOTE SESSION Retirement: joined-up thinking [More Info] Steve Groves, CEO, Partnership |
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| 09:50 – 10:50 | KEYNOTE SESSION Impress and influence all the important people you meet [More Info] Andy Bounds, Andy Bounds Ltd |
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| 10:50 – 11:30 | Exhibition open/Networking break [More Info] | ||
| 11:00 – 11:20 | LEARNING LOUNGE 2 tbc |
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| 11:30 – 13:00 | OPTIONAL SESSIONS 5 Map your marketing to every step of their decision [More Info] Bryony Thomas, Watertight Marketing |
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| 11:30 – 13:00 | OPTIONAL SESSIONS 5 Mind-Body-Mastery: How to grow your life from just above average to truly amazing [More Info] Dr James Rouse, Founder, Optimum Wellness Media |
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| 11:30 – 13:00 | OPTIONAL SESSIONS 5 Three simple ways to win more business [More Info] Andy Bounds, Andy Bounds Ltd |
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| 13:00 – 14:30 | Lunch/Exhibition Open [More Info] | ||
| 13:30 – 13:50 | LEARNING LOUNGE 3 tbc |
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| 14:00 – 14:20 | LEARNING LOUNGE 4 tbc |
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| 14:30 – 15:15 | OPTIONAL SESSIONS 6 A behavioural framework for social impact investing and philanthropy[More Info] Greg Davies, Head of Behavioural-Quantitative Finance, Barclays |
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| 14:30 – 15:15 | OPTIONAL SESSIONS 6 How to do the R.I.G.H.T thing [More Info] Andrew Brook-Dobson CFP, Chair of the IFP Ethics Committee, IFP/Brook‐Dobson Brear |
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| 14:30 – 15:15 | OPTIONAL SESSIONS 6 Real and emerging regulatory risks and how to protect yourself [More Info] Rory Percival, Technical Specialist, FCA Melony Holman CFP, Director/Consultant, Compliance & Training Solutions Ltd |
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| 14:30 – 15:15 | OPTIONAL SESSIONS 6 The Financial Planner as a business consultant [More Info] Rob Stevenson, Founder, Kingmakers |
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| 15:15 – 15:50 | Networking break [More Info] | ||
| 15:25 – 15:45 | LEARNING LOUNGE 5 tbc |
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| 15:50 – 16:50 | KEYNOTE SESSION The century plan [More Info] Dr James Rouse, Founder, Optimum Wellness Media |
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| 16:50 – 17:00 | KEYNOTE SESSION IFP day 2 closing address |
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| 19:00 – 23:00 | GALA AWARDS EVENING Drinks reception, dinner, awards ceremony and entertainment [More Info] |
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| Wednesday, 7 October 2015 | |||
| 08:30 – 14:00 | IFP registration/information desk open | ||
| 09:15 – 09:45 | OPTIONAL SESSIONS 7 Islamic investments – superior returns in an ethical manner [More Info] Hassan Motala, Senior Investment Analyst, Oasis Crescent (UK) Ltd |
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| 09:15 – 09:45 | OPTIONAL SESSIONS 7 It’s all in the numbers: the ultimate wrapper strategy to reduce clients’ taxable income [More Info] Andy Zanelli, Head of Retirement Planning, AXA Wealth |
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| 09:15 – 09:45 | OPTIONAL SESSIONS 7 The pensions reforms and investment trusts [More Info] Nick Britton, Head of Training, Association of Investment Companies (AIC) |
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| 09:45 – 10:00 | Room change | ||
| 10:00 – 10:40 | OPTIONAL SESSIONS 8 Are you sales focused? [More Info] Terry Mullins, The Reluctant Salesman |
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| 10:00 – 10:40 | OPTIONAL SESSIONS 8 Storytalks – (Part 1) ***This is a two part session, select part 2 also***[More Info] Kat Quatermass, Story Consultant, KQ Stories |
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| 10:00 – 10:40 | OPTIONAL SESSIONS 8 Uncovering the value of financial advice [More Info] Neil Cowell, Head of Retail Sales, Vanguard Asset Management |
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| 10:40 – 11:05 | Networking break [More Info] | ||
| 11:05 – 11:45 | OPTIONAL SESSIONS 9 Helping clients understand themselves better [More Info] Chris Budd, Managing Director, Ovation Finance |
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| 11:05 – 11:45 | OPTIONAL SESSIONS 9 Storytalks – (Part 2) ***Only select this if you have selected part 1***[More Info] Kat Quatermass, Story Consultant, KQ Stories |
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| 11:05 – 11:45 | OPTIONAL SESSIONS 9 The struggle between innovation and regulation – the regulation of fintech in the UK [More Info] Philippa Hann, Partner, Clarke Willmott LLP |
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| 11:45 – 12:00 | Room change | ||
| 12:00 – 13:00 | KEYNOTE SESSION The adventures of Jam Boy [More Info] Fraser Doherty MBE, Founder, SuperJam |
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| 13:00 – 13:15 | KEYNOTE SESSION IFP closing address |
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For further information, see here.
