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Your guide to IFP branch meetings throughout the UK

BRANCH PROGRAMME2012

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IFP Branch Programme 2012:Layout 1 26/10/2011 10:30 Page 1

IFP Branch Meetings – connecting the Financial Planning profession

As an IFP member I’m delighted to see that we’ve

got lots of excellent sessions and speakers taking place in 2012. Of course, all are relevant to our needs as Financial Planners and Paraplanners and you’ll find full details in this programme as well as on the IFP website.

The value we get from attending branch meetings is immense. With 22 regions around the UK, add your local branch meeting dates to your diary now, but check out other branches too as you’re welcome to attend any meeting in this programme.

2012 is a landmark year for our profession as we prepare to meet the RDR requirements. Being part of a strong community sharing ideas and information with peers is all part of being a professional. Branch meetings provide the ideal opportunity for networking as well as learning. IFP members are well known for our friendly and sharing attitudes. Through meeting like-minded people, we gain valuable knowledge from each other’s success stories and mistakes. We also form friendships so that when we need to talk something through, there is a strong community there ready and willing to help.

Of course, these meetings also help us gain valuable, structured CPD accreditation. They’ll also help us prepare for 2013, including help with new regulatory requirements around qualifications, gap-fill and Statements of Professional Standing (SPS) too.

Finally, my thanks go to the all the branch chairs and staff at the IFP, without whose hard work this valuable aspect of our IFP membership would simply not be possible. I hope you will take advantage of these excellent events. I certainly will be!

Rebecca Taylor FIFP, CFPCM Chairman of Membership Committee

Welcome

Meetings in your areaDon’t forget, you can also attend branch meetings in other regions which may be of interest to you.

IFP Branch Programme 2012 3

North England Page

Chester & North Wales 11 Lancashire & Cumbria 16Leeds 17Manchester 19North East 20

Midlands

Birmingham 8Cotswolds 12East Midlands 14

West

Bath 7Bristol 9South Wales 24South West 24

London & South

Central Southern England 10London 18Northern Home Counties 21Surrey 25Thames Valley 26

East

East Anglia 13Essex 15Kent & Sussex 15

Scotland & Northern Ireland

Northern Ireland 22Scotland 23

4 | IFP SCOTTISH CONFERENCE 09

Date

Visit the IFP Events Calendar at www.financialplanning.org.uk for details of all events,

training courses and branch meetings. Please note that the IFP reserves the right to amend

or cancel any event or event times and dates. This includes changes to speakers, content

and programme.

4 IFP Branch Programme 2012

IFP Events Calendar

Event

23 February Financial Planning - a better

way of doing business

A one day event for members

and non members of the IFP.

Description

22 March Leading from the front A one day event exclusively for

Accredited Financial

Planning firmsTM.

26 April So much more than being

compliant

A one day event focussing on

ethics and practice standards.

24 May Paraplanner conference

and dinner

This exclusive conference

returns and will be even bigger

and better.

19 June Fellows’ day and dinner An exclusive event for Fellows

of the IFP.

28 – 29 June Art and science workshop A high-level workshop offering

high calibre content, ideas and

debate.

1 – 3 October Annual conference

19 – 20 November Scottish conference and

dinner

Open to members and non

members from across the UK,

this conference offers quality

content and networking.

Keep up-to-date with Financial Planning news and views by following the IFP...

Follow the IFP @IFP_UK and @NickCannCFP

Join the IFP LinkedIn group. Search for ‘Institute of Financial Planning’ under groups.

Bristol 18 January

22 February

14 March

25 April

23 May

20 June

19 September

14 November

5 December

Birmingham 28 February

29 March

21 June

25 September

15 October

11 December

Cotswolds 25 January

21 February

28 March

24 April

30 May

26 June

26 September

23 October

21 November

6 December

Branch Branch Meetings Overview

Bath 26 January

16 February

26 April

24 May

20 September

18 October

Central Southern England

17 January

20 March

22 May

17 July

18 September

27 November

Chester & North Wales

12 January

9 February

8 March

10 May

14 June

11 October

8 November

East Midlands 19 January

21 March

30 May

11 July

12 September

7 November

7 December

East Anglia 18 January

29 February

28 March

9 May

20 June

12 September

24 October

5 December

Essex 18 January

14 March

16 May

19 July

26 September

21 November

Kent & Sussex 26 January

15 March

10 May

5 July

20 September

22 November


Branch Meetings at a Glance

22 November


Northern Home Counties

25 January

29 February

25 April

27 June

24 October

28 November

London 6 November

4 December

10 January

7 February

6 March

1 May

29 May

10 July

4 September

9 October

Manchester 19 January

16 February

15 March

19 April

17 May

21 June

20 September

18 October

15 November

North East 26 January

26 April

31 May

26 September

Northern Ireland 19 January

7 March

21 March

18 April

23 May

20 June

12 September

17 October

14 November

TBC December

Leeds 10 January

15 February

13 March

17 April

8 May

12 June

11 September

9 October

13 November

Scotland 2 February

15 March

3 May

14 June

6 September

1 November

12 December

13 December

South Wales 26 January

27 March

19 June

13 November

South West 18 January

11 April

4 July

17 October



Lancashire & Cumbria 19 January

16 February

15 March

19 April

17 May

21 June

20 September

18 October

15 November


Thames Valley 11 January

8 February

7 March

18 April

9 May

13 June

12 September

10 October

14 November

Surrey 25 January

28 February

27 April

29 May

29 June

17 July

30 October

14 November

Thurs 26 Jan 17.00 for 17.30 startSix steps to financial heavenMarlene Shalton FIFP, CFPCM, Bluefin Wealth Management

Thurs 16 Feb 17.00 for 17.30 startPassive investment is a tool, not a religion Dave Harris, Vanguard Asset Management Ltd

Thurs 26 Apr 17.00 for 17.30 start A new age of philanthropy. How Financial Planning can help create a charitable lifestyle UBS

Thurs 24 May 17.00 for 17.30 start An economic update Speaker: TBC

Thurs 20 Sep 17.00 for 17.30 start Effective Paraplanning – ideas to make your Paraplanner more productive Martin Vaughan CFPCM, Paragon Paraplanning

Thurs 18 Oct 17.00 for 17.30 start Ethics – A case study Phil Billingham CFPCM, threesixty services LLP

Thurs 22 Nov 17.00 for 17.30 start Where is your business now? Zurich

Bath

Chairman: Andrew Page CFPCM

Company: Ashcourt Rowan Financial PlanningTelephone: 01225 475359 Mobile: 07841 430052 Email: [email protected]: 2 Queen Square, Bath, BA1 2HD

Dates and times are correct at time of going to print but may be subject to change. Please check the IFP website to confirm venues, dates and programme nearer the time: www.financialplanning.org.uk

Attendance at branch meetings will be considered part of structured CPD. Such attendance will not only ensure your skills, knowledge and professionalism are up to date but it also shows that you are maintaining the highest standards

for the benefit of clients.



CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

Tue 28 Feb 12.30 – 16.00Six steps to financial heavenMarlene Shalton FIFP, CFPCM, Bluefin Wealth ManagementInvestment market updateJustin Urquhart-Stewart, Seven Investment Management

Thurs 29 Mar 12.30 – 16.00How to manage effective planning meetings with your clientsPaul Etheridge FIFP, CFPCM, Prestwood Group of CompaniesEmotional connections & active vs passive investment – an updateRobert Worthington, JP Morgan Asset Management Ltd

Thurs 21 Jun 12.30 – 16.00Planner focusAlan Smith, Capital Asset ManagementBudget analysisNeil MacGillivray, James Hay Partnership

Tues 25 Sep 12.30 – 16.00How a powerful value proposition will help you justify your charges and transform your businessAbbie Tanner, A Business InnovationCosts & charges – how to drive them downTom Sheridan, Seven Investment Management

Mon 15 Oct 12.30 – 16.00What does a good Financial Planning firm look like?John Baxter, Veracity ATSInvestment planning using wraps & platformsShaun Sandiford, AXA Wealth

Tue 11 Dec 15.30(to be followed by Christmas meal)

IHT planning updateGerry Brown, Prudential The economics of loyaltyNick Blake, Vanguard UK

Birmingham

Chairman: Ian Smith CFPCM

Company: Central Financial Planning LtdTelephone: 0845 0066 204 Email: [email protected]: Hogarths Hotel, Four Ashes Road, Dorridge, Solihull B93 8QE

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Weds 18 Jan 16.00Aligning your values, your ethics and your client propositionDavid Ferguson, Nucleus Financial Group

Weds 22 Feb 16.00Investment proposition for the post-RDR worldSimon Brett, Parmenion Fund Research

Weds 14 Mar 16.00A model plan - presenting the cashflow forecastMarlene Shalton FIFP, CFPCM, Bluefin Wealth Management

Weds 25 Apr 16.00Adviser charging, how to price your clientpropositionKeri Carter CFPCM, Broadway Financial Planning Ltd

Weds 23 May 16.00Making Financial Planning workBrett Davidson, FP Advance

Weds 20 Jun 16.00Are you a farmer or do you kill and eat? Abbie Tanner, A Business Innovation

Weds 19 Sept 16.00Legal updateAnthony Fairweather, Gareth Schofield and Elizabeth Smithers, Private Client Team, Clarke Willmott

Weds 14 Nov 16.00Ethics & conflicts of interest in Financial PlanningProfessor Paul Palmer, Cass Business School

Weds 5 Dec 16.00Market and economic update (Side topic - issues for trustees)Justin Urquhart Stewart, Seven Investment Management

Bristol

Chairman: Julian Frere CFPCM Company: AWD Chase De Vere Wealth ManagementTelephone: 01225 368368 Email: [email protected]: Clarke Willmott, Bristol Office, 1 Georges Square, Bath Street, Bristol BS1 6BA

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Tues 17 Jan 13.00 – 16.30 (lunch included)

Paraplanning: working with Paraplanners and getting the best out of your team – planners and Paraplanners welcome.Speaker: TBC

Tues 20 Mar 13.00 – 16.30 (lunch included) Long Term Care – the compliance, product range and ethics of working in this areaSpeaker: TBC

Tues 22 May 13.00 – 16.30 (lunch included) What Financial Planners need to do to thrive post RDR - including gap-fill and fee chargingIFP

Tues 17 Jul 13.00 – 16.30 (lunch included) Ethics – case studies for discussionSpeaker: TBC

Tues 18 Sep 13.00 – 16.30 (lunch included) How are you using the six steps of Financial Planning in your business and who does what?Speaker: TBC

Tues 27 Nov 13.00 – 16.30 (lunch included) Working with professional introducers – an overviewSpeaker: TBC

Central Southern England

Chairman: Ben Rouse CFPCM

Company: Rouse LimitedTelephone: 01983 535 740 Email: [email protected]: Hotel Terravina, 174 Woodlands Road, Netley Marsh, Southampton SO40 7GL

At the time of going to print final details for the above meetings had not been finalised. For full, up to date and accurate information please refer to the IFP website www.financialplanning.org.uk



Thurs 12 Jan 14.00UCITs for Gap-fillChris Bate, AVD Wealth

Thurs 9 Feb 14.00How to differentiate your Financial Planning businessJulie Lord FIFP, CFPCM, Bluefin Wealth ManagementMarket updateJustin Urquhart Stewart, Seven Investment Management

Thurs 8 Mar 14.00How to make your business more profitablePaul Etheridge FIFP, CFPCM, Prestwood Group of Companies

Thurs 10 May 14.00Using social media and maximising its impactDavid Rowley, GHC Capital Markets and Newadviser Coach

Thurs 14 Jun 14.00Extremely transparent, efficiently tactical, exactly tracking, exceptionally tricky?... exploding the fuss about ETFsDavid Patterson, db X-Trackers ETFs and db-X ETC by Deutsche Bank

Thurs 11 Oct 14.00Life planningJeremy Deedes FIFP, CFPCM, Planning for Life

Thur 8 Nov 14.00Six steps to financial heavenMarlene Shalton FIFP, CFPCM, Bluefin Wealth Management

Chester & North Wales

Chairman: John Fachiri CFPCM

Company: John Fachiri LtdTelephone: 0151 342 8508 Email: [email protected]: Craxton Wood Hotel, Parkgate Road, Ledsham, Nr Chester, CH66 9PB



Weds 25 Jan 13.00 – 16.00 (Zurich Offices)

Market and economic updateJustin Urquhart Stewart, Seven Investment ManagementAn overview of the FSA paper on suitabilitySteve Snell, AXA Wealth

Tues 21 Feb18.00 for 18.30 (George Hotel, Cheltenham)

Pensions, property and business funding Mary Stewart, Hornbuckle Mitchell Investment: Ethics, bias and philosophy David Norman, TCF Investments

Weds 28 Mar 13.00 -16.00 (Zurich Offices)

Emotional connectionsRobert Worthington, JP Morgan Asset ManagementInvestment companies: the coming of age for the oldest collective investment Jackie Beard, Morningstar

Tues 24 Apr18.00 for 18.30 (George Hotel, Cheltenham)

Tax planning post 2012 Budget Neil MacFillivary and Carl Barron, James Hay Partnership

Weds 30 May 13.00 – 16.00 (Zurich offices)

Six steps to financial heavenMarlene Shalton FIFP, CFPCM, Bluefin Wealth ManagementThe fuss about ETFsDavid Patterson, db X-Trackers ETFs and db-X ETC by Deutsche Bank

Tues 26 Jun18.00 for 18.30 (George Hotel, Cheltenham)

How to make your business more profitable Paul Etheridge FIFP, CFPCM, Prestwood Group of Companies Weds 26 Sept 13.00 – 16.00 (Zurich Offices)

Investment best practice in a post RDR worldNick Blake, Vanguard UKStill ignoring the internet? Abbie Tanner, A Business Innovation

Tues 23 Oct18.00 for 18.30 (George Hotel, Cheltenham)

What makes Financial Planning businesses work?Brett Davidson, FP Advance

Wed 21 Nov 13.00 – 16.00 (Zurich Offices)

How to organise your back office around your front officeAndy Jervis CFPCM, Chesterton House Financial Planning Ltd

Talking to the right brainDavid Jones, Dimensional Fund Advisers

Thur 6 DecChristmas Dinner (George Hotel)

Cotswolds

Chairman: Diane Weitz CFPCM Company: Ashlea Financial Planning LtdTelephone: 01242 254149 Email: [email protected]: Afternoon Meetings: Zurich Assurance Ltd Offices at Bishop Cleeve, Cheltenham, Gloucestershire GL52 8XX Evening Meetings: The George Hotel,1 St George’s Road, Cheltenham GL50 3DZ.



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East Anglia

Co-chairman: Chris Adams CFPCM

Company: N W Brown & Company LtdTelephone: 01223 357 131 Email: [email protected]

Weds 18 Jan 18:30The challenges of SIPPs in 2012Claire Brooks, Suffolk Life

Weds 29 Feb 18:30Creating a value proposition that will boost your business Abbie Tanner, A Business Innovation

Weds 28 Mar 18:30Bringing referral relationships with solicitors and accountants into the 21st CenturyAnnette Kinsman, Succession Advisory Services

Weds 9 May 18:30 Portfolio construction for the Financial PlannerIan Shipway FIFP, CFPCM, Succession Advisory Services

Weds 20 Jun 18:30Pensions and divorce - working with the matrimonial teamJeremy Davis, 35 Finance

Weds 12 Sept 18:30Pensions, tax and charitable giving Colin Kemp, Christian Aid

Weds 24 Oct 18:30ISO22222 – what is all the fuss about? Melony Holman CFPCM, CATS

Weds 5 Dec 18:30Page Russell – The impact of winning The David Norton Award Tim Page CFPCM, Page Russell

Co-chairman: Duncan Hannay Robertson, CFPCM

Company: Taylor Vinters Ltd Telephone: 01223 225234Email: [email protected] Venue: N W Brown & Company Ltd , Richmond House, 16-20 Regent Street, Cambridge CB2 1DB



Thurs 19 Jan 15.30 to 18.30The use of platforms - after five years consultation - is everyone clear?Malcolm Murray, Transact The barriers that are limiting your success – and how to overcome them Paul Etheridge FIFP, CFPCM, Prestwood Group of Companies

Weds 21 Mar 15.30 to 18.30Top tips for today’s professional supportMartin Vaughan CFPCM, Paragon ParaplanningThe value of cash flow modelling and lending as a Financial Planning toolGraeme Price, UBS Wealth Management

Weds 30 May 15.30 to 18.30 Tax considerations for wrappersNick Edwards FIFP, CFPCM, ConsultniksThe use of ETFs to set up a well-diversified asset allocationJohn Craven, Société Générale Corporate & Investment Banking

Weds 11 July 15.30 to 18.30The latest from the FSA on platforms and the RDRIan Taylor, TransactThe benefit of being a CERTIFIED FINANCIAL PLANNERCM professional / a member of the IFPNick Cann CFPCM, IFP

Technology for Financial PlannersRoland Rawicz-Szczerbo, Time4AdviceDiscussion: Topics for next year’s planning – discuss location/content

Weds 12 Sept 15.30 to 18.30Talking about professional practice managementTracey Underwood CFPCM, PACE SolutionsTotal trust in your investment processTim Hale, Albion Strategic ConsultingTrust in your adviserShane Mullins, Fiscal Engineers LtdRoundtable discussion on working practices and adviser charging, incl VAT discussion

Weds 7 Nov 13.30 to 16.30Tailoring for your financial needsBob Freeman, VoyantTop tips for working with professional connectionsBrett Davidson, FP Advance

Fri 7 Dec 12.00 to 15.00Christmas LunchTop tips – planning for high net worth individuals John Lawson, Standard LifeRound table discussion on working practicesFollowed by Christmas lunch and entertainment

East Midlands

Chairman: Gini Bolton CFPCM

Company: Fiscal Engineers LtdTelephone: 0115 955 5600 Email: [email protected]: The Carriage Hall, Station Road, Plumtree, Nottingham NG12 5NA


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Weds 18 Jan 10.00 – 12.00Moments of truth Jon Pittham, Clients First

Weds 14 Mar 10.00 – 12.00Assessing risk and the role of cashflowsRichard Allum CFPCM, Paraplan Plus & Moneyscope

Weds 16 May 16.00 – 18.00ETFs – exploding the fuss about ETFs & when passive gets active: the best of both worldsDavid Patterson, db X-Trackers ETFs and db-X ETC by Deutsche Bank

Thurs 19 Jul 10.00 – 12.00The courage to ask John Niland, VCO Global

Weds 26 Sept 10.00 – 12.00Integrating a Paraplanner into your businessMartin Vaughan CFPCM, Paragon Paraplanning

Weds 21 Nov 16.00 – 18.00 The five big things advisers should think about Andrew Surrey & Paul Bayliss, Pershing

Essex

Chairman: Adrian Quick CFPCM

Company: HLS Financial PlanningTelephone: 01277 350560 Email: [email protected]: Greenwoods Hotel & Spa, Stock Road, Stock, Essex CM4 9BE

Kent & Sussex

Chairman: Lance Baron CFPCM

Company: Tucana Financial PlanningTelephone: 01435 898 004 Email: [email protected]: Mercure Hotel, 8 Tonbridge Road, Pembury, Tunbridge Wells TN2 4QL

Thurs 26 Jan 15.00How to get far more done with far less stress!John Dashfield, Dashfield CoachingCollateral, counterparties & other risks in investment productsDavid Norman, TCF Investment Thurs 15 Mar 15.00Where is your business now? Duncan Sinclair, Zurich Intermediary Group Using trusts as a service differentiator Malcolm Noblett, Solidus Independent

Thurs 10 May 15.00How my business grew & questions to ask a private banking partnerAdam Young, Dragonfly Financial Planning & Graeme Price, UBS Wealth Management

Maximising the value of cashflow modelling & working effectively with ParaplannersMartin Vaughan CFPCM, Paragon Paraplanning

Thurs 5 Jul 15.00Managing liquidity in pension fundsAndrew Shepherd, Brooks MacDonald Update on SIPPs & SSASsDavid Phillips, DA Phillips & Co Ltd

Thurs 20 Sept 15.00Understanding structured investments (TBC)

Chris Taylor, The Investment Bridge LimitedTopic: TBCSpeaker: TBC


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Thurs 19 Jan 14.00 to 16.30Financial Planners and Chartered Tax Advisers – working togetherMark Simpson, Simpson, Burgess, Nash Chartered AccountancyPensions and retirement planningGareth Jones, Hornbuckle Mitchell

Thurs 16 Feb 14.00 to 16.30Focus on cashflow planningPaul Etheridge FIFP, CFPCM, Prestwood Group of Companies

Thurs 15 Mar 14.00 to 16.30The IFP: Update on developments in the Financial Planning profession and a focus on our branchNick Cann CFPCM, IFPMarket & economic updates Justin Urquhart Stewart, Seven Investment Management

Thurs 19 Apr 14.00 to 16.30Inspiration from Paul ArmsonPaul Armson, Inspired Adviser

Thurs 17 May 14.00 to 16.30Exploding the fuss about ETFsDavid Patterson, db X-Trackers ETFs and db-X ETC by Deutsche Bank

What does lifestyle Financial Planning really look like?Andrew Brook-Dobson CFPCM, Brook-Dobson Brear

Thurs 21 June 14.00 to 16.30 Creating and delivering income for your clients Paul Bowen, Pictet Utilising NLP & psychological techniques from sport to gain the edge in business Jim Petruzzi, NLP centre of excellence

Thurs 20 Sept 14.00 to 16.30Aligning your values, your ethics and your client propositionDavid Ferguson, NucleusInvestment best practice in a post-RDR worldNick Blake, Vanguard UK

Thurs 18 Oct 14.00 to 16.30The relevance of assumptions in Financial PlanningCampbell Edgar FIFP, CFPCM, John Lamb LLPLending as a Financial Planning toolUBS

Thurs 15 Nov 14.00 to 16.30What is your story? Creating a living, breathing brand.Phil Billingham CFPCM, threesixty services LLP

Lancashire and Cumbria

Chairman: Paul Jones CFPCM

Company: Mackenzie Financial PlanningTelephone: 0161 763 1950 Email: [email protected]: Tickled Trout Hotel, Preston New Road, Preston PR5 0UJ


Kent & Sussex contd.

Thurs 22 Nov 15.00How to attract, engage & retain your ideal clientsAbbie Tanner, A Business Innovation Talking to the right brainDavid Jones, Dimensional Fund Advisors


Tues 10 Jan 17.00Your biggest challenge for 2012Group Discussion

Weds 15 Feb (Note: moves to Wednesday) 17.00Mastering the key to referralsMatt Anderson, The Referral Authority

Tues 13 Mar (Note: return to Tuesday) 17.00Big isn’t beautiful but is small ugly? Group Discussion

Tues 17 Apr 17.00Workshop: Paraplanners – what do they do? How do they work? How do you get better (if you are one) – a session for everyone.Richard Allum CFPCM, Paraplan Plus Ltd & Gary Tunstall CFPCM, Paraplanner of the Year 2011

Tues 8 May 17.00Financial Planning and selling – do they mix?Steve Martin CFPCM, Smart Financial Planning

Tues 12 June 17.00Are you a farmer or do you kill and eat? How a powerful value proposition will help you justify your charges and transform your business.Abbie Tanner, A Business Innovation

Tues 11 Sept 17.00Going beyond law and regulation? Perception, ethics & conflicts of interest in Financial PlanningProfessor Paul Palmer, Cass Business School

Tues 9 Oct 17.00VAT and a Financial Planning practice - an experts’ viewKate Naylor, Sagars LLP

Tues 13 Nov 17.00 Building a Financial Planning business full of delighted (in all market conditions) Financial Planning clients Paul Armson, Inspiring Adviser

Leeds

Chairman: Andrew Brook-Dobson CFPCM

Company: Brook-Dobson Brear LimitedTelephone: 01423 877 280 Email: [email protected]: UBS, 3rd Floor, 1 City Square, Leeds, LS1 2AN


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London

Chairman: Dennis Hall Company: Yellowtail Financial Planning LimitedTelephone: 0207 933 8671 Email: [email protected]: UBS, 1 Finsbury Avenue, London EC2M 2PP

Tues 10 Jan 18.00 for 18.30Nurturing relationships - turning prospects into clientsJon Pittham, Clients First

Tues 7 Feb 18.00 for 18.30Defining your client, defining your propositionAbbie Tanner, A Business Innovation

Tues 6 MarchSession 1: 16.00 for 16.30 Session 2: 18.00 for 18.30A question of ethicsPhil Billingham CFPCM, threesixty services LLP and Professor Paul Palmer, Cass Business School

Tues 1 May 18.00 for 18.30Financial Planning – the heart of the matterRichard Allum CFPCM, Paraplan Plus Ltd

Tues 29 May Session 1: 16.00 for 16.30 Session 2: 18.00 for 18.30Behavioural financeSpeaker: TBC

Tues 10 Jul 18.00 for 18.30Portfolio construction from A - ZSpeaker: TBC

Tues 4 SeptSession 1: 16.00 for 16.30Session 2: 18.00 for 18.30Advanced Financial Planning – pensions accumulation/decumulationNathan Bridgeman, Talbot & Muir (TBC)

Tues 9 Oct 18.00 for 18.30 Advanced Financial PlanningUBS

Tues 6 Nov 18.00 for 18.30Financial Planning for the older clientSpeaker: TBC

Tues 4 Dec 18.00 for 18.30 Dealing with the death of a clientSpeaker: various TBC

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Thurs 19 Jan 14.00How I made the move from looking after high net worth to ultra high net worth clients Adam Young, Dragonfly

Thurs 16 Feb 14.00Mastering the key to referralsMatt Anderson, The Referral Authority

Thurs 15 Mar 14.00Does marketing work – is social and traditional media a waste of time, effort and money?Pete Mathew CFPCM, Jacksons Wealth Management

Thurs 19 Apr 14.00Charitable giving – how to build this into your financial plans both in life and in death Colin Kemp, Christian Aid

Thurs 17 May 14.00Are you a farmer or do you kill and eat? How a powerful value proposition will help you justify your charges and transform your business.Abbie Tanner, A Business Innovation

Thurs 21 Jun 14.00How to build an investment process (active or passive) which is robust, reliable and will satisfy the FSA requirement of being independent post 2013Tim Hale, Albion Strategic Consulting

Thurs 20 Sept 14.00How to turn your website and social media interactions into real clients and incomeNick Bamford, Informed Choice Ltd

Thurs 18 Oct 14.00How to link attitude to risk to a client’s financial plan and how to test loss capacity within that planRichard Allum CFPCM, Paraplan Plus Ltd

Thurs 15 Nov 14.00Planning for profitMarlene Shalton FIFP, CFPCM, Bluefin Wealth Management

Manchester

Chairman: Steve Martin CFPCM

Company: Smart Financial Planning LimitedTelephone: 0844 8246990 Email: [email protected]: Hilton Manchester Airport Hotel, Manchester Airport, Outwood Lane, Ringway, Manchester M90 4WP


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Thurs 26 Jan 13.00 for 13.30Answering clients’ questionsDavid Jones, Dimensional Fund AdvisersWhat impact will “Tesco Law” have on our clients?Helen Tavroges, Dickinson Dees

Thurs 26 Apr 13.00 for 13.30What will your investment proposition be post RDR & will you have the correct corporate governance in place?David Ingram, Aim Two Three Consulting Tim Hale, Albion Strategic Consulting

Thurs 31 May 13.00 for 13.30An introduction to life style planning – how using it can increase your income Paul Armson, Inspired Adviser

Weds 26 Sep 13.00 for 13.30 Inside the last 100 days – a panel discussion and debate to help assist and formulate our plans for 31 December 2012Nick Cann CFPCM, IFP, Michelle McGagh, Editor of New Model Adviser and others panellists

North East

Chairman: James ClancyCompany: Access Wealth ManagementTelephone: 01661 853838 Email: [email protected]: Close House Hotel, Heddon on the Wall, Newcastle upon Tyne, NE15 0HT (Directions to the hotel via sat nav postcode – NE41 8BL)

At the time of going to print the full programme for 2012 had not been finalised. Suggested meetings, dates and times to be arranged for February, March, May, July & November. Details will be arranged with membership in the New Year. For full, up to date and accurate information please refer to the IFP website www.financialplanning.org.uk



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Weds 25 Jan 2.15 for 2.30If John Lewis were to create a Financial Planning firm, what would it look like?Nick Cann CFPCM, IFPExploding the fuss about ETFs.David Patterson, db X-Trackers ETFs and db-X ETC by Deutsche Bank

Weds 29 Feb 2.15 for 2.30Issues and solutions for dealing with older clients Alison Hesketh, TimefindersIHT planning solutions for older clientsMartin Hill, Tollers Solicitors & Steve Godfrey, Octopus Investments

Wed 25 Apr 2.15 for 2.30Markets and economic updateJustin Urquhart Stewart, Seven Investment ManagementEthics and Financial PlanningPhil Billingham CFPCM, threesixty services LLP

Weds 27 Jun 2.15 for 2.30Securing your income in a fee based worldMatthew Abouzaid, Vanguard UKMarketing and your client value propositionAbbie Tanner, A Business Innovation

Weds 24 Oct 2.15 for 2.30Maximising commodity returns with ETFsDavid Patterson, db X-Trackers ETFs and db-X ETC by Deutsche Bank

Weds 28 Nov 2.15 for 2.30Charitable giving as a lifestyle decisionProfessor Paul Palmer, Cass Business School

Northern Home Counties

Chairman: Chris Bowmer CFPCM

Company: Fortitude Financial PlanningTelephone: 01327 354321 Email: [email protected]: Hilton Hotel, Timbold Drive, Kents Hill Park, Milton Keynes, MK7 6HL


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Thurs 19 Jan 12.00 to 14.00Securing your fee incomeNick Blake, Vanguard UK

Weds 7 Mar 12.00 to 14.00Marketing your businessAbbie Tanner, A Business Innovation Ltd

Weds 21 Mar 12.00 to 14.00Long Term Care PlanningBrian Fisher, Lifetime Care

Weds 18 Apr 12.00 to 14.00Tax updateNeil Macgillivray, James Hay

Weds 23 May 12.00 to 14.00It’s your proposition now – managing your supply chainDavid Ferguson, Nucleus

Weds 20 Jun 12.00 to 14.00Valuing and articulating your propositionDuncan Sinclair, Zurich

Weds 12 Sept 12.00 to 14.00The Model Plan – presenting the cash flow Act 1Marlene Shalton FIFP, CFPCM, Bluefin Wealth Management

Weds 17 Oct 12.00 to 14.00Tax update/IHTGerry Brown, Prudential

Weds 14 Nov 12.00 to 14.00EthicsPhil Billingham CFPCM, threesixty services LLP

Dec 2012 19.00Christmas dinnerSpeaker: TBC

Northern Ireland

Chairman: Robert Stevenson CFPCM

Company: SRG Financial ManagementTelephone: 02825 640 919 Email: [email protected]: FGS McClure Waters, Number One, Lanyon Quay, Belfast BT1 3LG



Thurs 2 FebGlasgow (12.00 – 14.00) Edinburgh (16.00 – 18.00)Beyond the moneyBrian Sweeney CFPCM, Babecs

Thurs 15 Mar Glasgow (12.00 – 14.00) Edinburgh (16.00 – 18.00)Ethics TBC, Professor at Cass Business School Topic: TBCFergus Muirhead CFPCM, VWM Consulting Ltd

Thurs 3 May Glasgow (12.00 – 14.00) Edinburgh (16.00 – 18.00)Six steps to financial heavenMarlene Shalton FIFP, CFPCM, Bluefin Wealth Management

Thurs 14 JunGlasgow (12.00 – 14.00) Edinburgh (16.00 – 18.00)Investment best practice in a post RDR worldNick Blake, Vanguard UKPlatforms and your investment process: a recipe for successGillian Hepburn, Quality Platform Solutions

Thurs 6 SeptGlasgow (12.00 – 14.00) Edinburgh (16.00 – 18.00)Building a robust review process for clientsJeremy Brett CFPCM, Brett InvestmentStill ignoring the internet? How to develop an effective marketing strategy, leveraging all communications channels: online and offlineAbbie Tanner, A Business Innovation

Thurs 1 NovGlasgow (12.00 – 14.00) Edinburgh (16.00 – 18.00)What the professional connection actually thinks!Speaker: TBCPulling it all together - the power of inter-disciplinary adviceRobert C Hair CFPCM, Turcan Connell

FESTIVE SEASON!Weds 12 Dec Glasgow (16.30 to 18.30)Christmas Drinks & BuffetSpeaker: TBC

Thurs 13 Dec Edinburgh (16.30 to 18.30)Christmas Drinks & BuffetSpeaker: TBC

Scotland

Chairman: Nicola Jackson CFPCM Company: Turcan ConnellTelephone: 0131 228 8111 Email: [email protected]: TBC


Thurs 26 Jan (Bacon rolls provided) 8.30 – 12.00Gap-filling – the myths, lies and solutions. SPS – how to select your provider and get your statement Nick Cann CFPCM, IFPHow to use Trusts profitably, and as a differentiator, as part of the Financial Planning process David Batchelor CFPCM, Wills & Trusts LtdFollowed by: a round table discussion on the above topics, with both speakers forming part of the panel.

Tues 27 Mar (Lunch provided) 12.30 – 16.00 Active v passive investingBen Cherrington, M&GHow to get more of the RIGHT clients through genuine Financial PlanningPaul Armson, Inspired AdviserFollowed by: a round table discussion on the art of Financial PlanningOptional 16.00 session: How to become a CFPCM professional

Tues 19 Jun (Bacon rolls provided) 8.30am – 12.00How to deliver exceptional client experiences consistentlyMichelle Hoskin, The Adviser Partnership and ISO22222 Standards CreatorFollowed by: a round table discussion on operational best practice within a Financial Planning businessAll inc. Michelle Hoskin and other ISO22222 accredited planners

Tues 13 Nov (Lunch provided) 12.30 – 16.00How to make your business more profitablePaul Etheridge FIFP, CFPCM, Prestwood Group of CompaniesHow to use Paraplanners effectively and profitably in a Financial Planning businessMartin Vaughan CFPCM, Paragon ParaplanningFollowed by: a round table discussion on the benefits of having Paraplanners in your business.

South Wales

Chairman: Craig Palfrey CFPCM Company: PenguinTelephone: 02920 450 143 Email: [email protected]: Brewin Dolphin, 5 Callaghan Square, Cardiff


Weds 18 Jan 16.00 – 18.00Securing your fee income with compelling client engagementDave Harris, Vanguard UK

Weds 11 Apr 16.00 – 18.00Alternative assets, using hedge funds and other assets for diversificationElizabeth Savage, Rathbones

Weds 4 Jul 16.00 – 18.00The Apple Effect, and how it can transform your business resultsDavid Scarlett, The Adviser Gym

Weds 17 Oct 16.00 – 18.00Markets and economic updateJustin Urquhart Stewart, Seven Investment Management

South West

Chairman: Pete Matthew CFPCM

Company: Jacksons Financial Wealth ManagementTelephone: 01736 360717 Email: [email protected]: Rathbones, The Senate, Southernhay Gardens, Exeter EX1 1UG


Surrey

Chairman: Claire MenniCompany: John Lamb LLPTelephone: 0207 633 2222Email: [email protected]: Charles Stanley, 70 - 72 Chertsey Street, Guildford, Surrey GU1 4HL (except lunch time meetings – venues TBC)

Wed 25 Jan 16.00 for 16.30Inheritance Tax planning updatePeter Legg, IHT Planning Matters LtdRetirement downsizing – living life to the fullAlison Hesketh, Timefinders

Tues 28 Feb 16.00 for 16.30How my business grew & questions to ask a private banking partnerAdam Young, Dragonfly Financial Planning & Graeme Price, UBSMaximising the value of cashflow modelling & working effectively with ParaplannersMartin Vaughan CFPCM, Paragon Paraplanning

Fri 27 April 13.00 (Venue TBC)

Hot topic comes to Surrey – your chance to mix rice, spice and investment adviceBNY Mellon

Tues 29 May 16.00 for 16.30 startBring clarity to lifestyle Financial Planning and cashflow modellingPaul Armson, Inspiring Adviser

Fri 29 Jun 13.00 (Venue TBC)

Market updateIgnis Asset ManagementVAT – your questions answeredDan Hobbs, Spofforths

Tues 17 Jul 16.00 for 16.30 Bring cashflow planning to lifeNigel Green CFPCM, Buckle Green & PartnersMoments of truth - how to build exceptional relationships with clients, prospects and introducersJon Pittman, Clientsfirst

Tues 30 Oct 16.00 for 16.30 Ethics workshopPhil Billingham CFPCM, threesixty services LLPSeven musts of effective marketingVanessa Lanham-Day, CProject

Weds 14 Nov 16.00 for 16.30 Legal updateSolicitors of Barlow Robbins LLP

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Parking: Nearest parking is available in York Road Car Park – park on the top level and the Charles Stanley offices can be accessed by the walkway onto Chertsey Street.

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Sponsored byIgnis Asset Management

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Weds 11 Jan 18.00 for 18.15A robust investment process Part 1David (Dan) Norman, TCF Fund Managers LLP

Weds 8 Feb 18.00 for 18.15A robust investment process Part 2David (Dan) Norman, TCF Fund Managers LLP

Weds 7 Mar 18.00 for 18.15Your firm, your designRebecca Taylor FIFP, CFPCM, Dunham Financial Services Ltd

Weds 18 Apr 18.00 for 18.15Cashflow planning - at the heart of adviceNeil Bailey FIFP, CFPCM, Fortitude Financial Planning Ltd

Weds 9 May 18.00 for 18.15Pensions and drawdown updateColin Simmons, Prudential plc

Weds 13 Jun 18.00 for 18.15Adviser charging modelsDavid Shelton, Stoke Bishop Associates Ltd

Weds 12 Sept 18.00 for 18.15A question of ethicsPhil Billingham CFPCM, threesixty services LLP

Weds 10 Oct 18.00 for 18.15Life, financial services and everythingJustin Urquhart Stewart, Seven Investment Management Ltd

Weds 14 Nov 18.00 for 18.15Reducing volatility, whilst retaining the return on equitiesProf Steve Thomas, Cass Business School

Thames Valley

Chairman: Mark Cherrill AIFPCompany: Incisive Wealth Strategies LLPTelephone: 0118 3753907 Email: [email protected]: Prudential IBIS Club, Scours Lane, Reading RG30 6AY

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Institute of Financial Planning Whitefriars Centre, Lewins Mead, Bristol BS1 2NT T: 0117 945 2470 E: [email protected]

Call 0117 945 2470Email [email protected]


By 1 January 2013 all FSA registered advisers will need to have selected an FSA approved Accredited Body. Should the Institute of Financial Planning be the organisation to issue your Statement of Professional Standing (SPS)? Why should you choose IFP as YOUR Accredited Body?

IFP – the natural choice of Accredited Body for Financial Planning Professionals

Talk to us – our helpful team at Whitefriars are just a phone call or email away and we’ll support you every step of the way.

The key benefits:

• YourSPSwillbereceivedfreeofchargewithinyourannualmembershipfee• FinancialPlanningfocus–we’recommittedtothespecificdevelopmentneedsofFinancialPlanners• It’snotjustaboutboxticking–effectiveCPDisyourroutetofuturesuccess,andwe’llhelpyou achieve it• Needtogap-fill?We’llprovidealargerangeofaccreditedactivitiestogetyouthereandrecognition will be given to CPD achieved elsewhere• TakethehassleoutofCPD–useourfreeonlineplatformtorecordandreportallyourCPDactivities• Beproudtobeaplanner–we’llhelpyoudevelopyourcareerandFinancialPlanningproposition which will transform your client relationships – and your business• IFP–providingvaluableideas,help,networkingsupportandopportunitiesforyourongoingcareer development. A total solution for your professional requirements

Institute of Financial Planning Whitefriars Centre, Lewins Mead, Bristol BS1 2NTT: 0117 945 2470 F: 0117 929 2214 www.financialplanning.org.uk

threesixty, a major sponsor of the IFP for years, are a leading provider of support services to over 570 directly regulated IFA firms and 6000 of the UK’s most highly thought of Financial Planners.

Launched in 2003, threesixty deliver high quality support to firms of all sizes. We pride ourselves on providing our clients with simple, clear and proactive advice, when they need it, the way they want it.

threesixty work closely with our clients to understand their needs and aspirations: this allows us to create personalised advice and solutions to support the differing needs of each of our client firms.

We focus on three things: helping firms to protect their business, then helping them to grow and finally, for some firms to realise the asset they have created.

Our dynamic array of value adding services evolves to meet the requirements of our clients and currently includes the provision of industry insight, compliance and technical helpdesks, business consultancy and transition services, product research, fund research and technical training.

threesixty recognise that each Financial Planning firm is unique, with individual requirements, we therefore offer flexible contracts which enable our clients to tailor the services they use, allowing them to access the expertise most relevant to them, addressing their individual business needs without paying for unnecessary services.

The IFP offers a nationwide network of branches, each of which provides regular, in depth, member-focussed meetings. This ability to provide bespoke workshops designed for specific groups, at no cost, is a valuable and virtually unique feature when compared to other professional bodies.

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