IFP Annual Conference 2015 Dates and Venue

by | Aug 27, 2015

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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]
12:00 – 17:30 Registration open & exhibition/lunch available [More Info]
13:00 – 13:30 ANNUAL GENERAL MEETING
AGM – IFP members only [More Info]
13:30 – 13:45 Comfort break
13:45 – 14:30 KEYNOTE SESSION
What the future holds [More Info]
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
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
15:00 – 15:45 OPTIONAL SESSIONS 1 
How to make joint ventures with solicitors work [More Info]
Ian Muirhead, Chairman, SIFA
15:00 – 15:45 OPTIONAL SESSIONS 1 
New world of retirement [More Info]
Bob Gordon, Pensions Consultancy Manager, Standard Life
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
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
16:00 – 16:45 OPTIONAL SESSIONS 2
Philanthropy – a Financial Planner’s perspective [More Info]
Murray McEwan CFP, Director, Flowers McEwan Ltd
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
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
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
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
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
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
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
08:30 – 15:50 Registration/Information desk open
09:00 – 09:20 KEYNOTE SESSION
IFP day 2 opening address
09:20 – 09:50 KEYNOTE SESSION
Retirement: joined-up thinking [More Info]
Steve Groves, CEO, Partnership
09:50 – 10:50 KEYNOTE SESSION
Impress and influence all the important people you meet [More Info]
Andy Bounds, Andy Bounds Ltd
10:50 – 11:30 Exhibition open/Networking break [More Info]
11:00 – 11:20 LEARNING LOUNGE 2
tbc
11:30 – 13:00 OPTIONAL SESSIONS 5
Map your marketing to every step of their decision [More Info]
Bryony Thomas, Watertight Marketing
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
11:30 – 13:00 OPTIONAL SESSIONS 5
Three simple ways to win more business [More Info]
Andy Bounds, Andy Bounds Ltd
13:00 – 14:30 Lunch/Exhibition Open [More Info]
13:30 – 13:50 LEARNING LOUNGE 3
tbc
14:00 – 14:20 LEARNING LOUNGE 4
tbc
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
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
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
14:30 – 15:15 OPTIONAL SESSIONS 6
The Financial Planner as a business consultant [More Info]
Rob Stevenson, Founder, Kingmakers
15:15 – 15:50 Networking break [More Info]
15:25 – 15:45 LEARNING LOUNGE 5
tbc
15:50 – 16:50 KEYNOTE SESSION
The century plan [More Info]
Dr James Rouse, Founder, Optimum Wellness Media
16:50 – 17:00 KEYNOTE SESSION
IFP day 2 closing address
19:00 – 23:00 GALA AWARDS EVENING
Drinks reception, dinner, awards ceremony and entertainment [More Info]
 
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
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
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)
09:45 – 10:00 Room change
10:00 – 10:40 OPTIONAL SESSIONS 8
Are you sales focused? [More Info]
Terry Mullins, The Reluctant Salesman
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
10:00 – 10:40 OPTIONAL SESSIONS 8
Uncovering the value of financial advice [More Info]
Neil Cowell, Head of Retail Sales, Vanguard Asset Management
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
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
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
11:45 – 12:00 Room change
12:00 – 13:00 KEYNOTE SESSION
The adventures of Jam Boy [More Info]
Fraser Doherty MBE, Founder, SuperJam
13:00 – 13:15 KEYNOTE SESSION
IFP closing address

For further information, see here.

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