| Monday, 30 September 2013 | |||
| 10:15 - 11:45 | PRE-CONFERENCE SESSION Accredited Financial Planning Firms session [More Info] | ||
| 11:30 - 17:00 | IFP registration/information desk open [More Info] | ||
| 12:00 - 12:30 | IFP ANNUAL GENERAL MEETING [More Info] | ||
| 12:30 - 14:00 | Conference/Exhibition Open/Lunch [More Info] | ||
| 14:00 - 16:15 | LEARNING STREAM PROGRAMME A programme of sessions covering three key areas for planners and Paraplanners. [More Info] | ||
| 14:00 - 14:30 | STREAM 1: MARKETING AND COMMUNICATIONS Session 1a: Podcasting - how and why you should get involved in the biggest marketing trend of 2013 [More Info] Pete Matthew CFP, Managing Director, Jacksons Wealth Management | ||
| 14:00 - 14:30 | STREAM 1: MARKETING AND COMMUNICATIONS Session 1b: The impact of planning and action - a working case study [More Info] Bridget Greenwood, Director, Financial Social Media UK | ||
| 14:00 - 14:30 | STREAM 1: MARKETING AND COMMUNICATIONS Session 1c: Your brand matters - how to enhance it and make it work for you [More Info] Simon Barbato, Managing Director, Mr B & Friends | ||
| 14:00 - 14:30 | STREAM 1: MARKETING AND COMMUNICATIONS Session 1d: Building your personal brand: how to attract and keep new clients [More Info] Sean Weafer | ||
| 14:30 - 14:45 | Room Change | ||
| 14:45 - 15:15 | STREAM 2: PRODUCT INSIGHT Session 2a: Commodities as an asset class - accessing the market using ETPs [More Info] Neil Jamieson, Head of UK & Ireland, ETF Securities | ||
| 14:45 - 15:15 | STREAM 2: PRODUCT INSIGHT Session 2b: Making the most of the tools and techniques available [More Info] Dan Haylett, Intermediary Business Development Manager , Architas | ||
| 14:45 - 15:15 | STREAM 2: PRODUCT INSIGHT Session 2c: A smart approach to classic beta [More Info] Simon Midgen, Index Product Specialist, Legal & General Investment Management | ||
| 14:45 - 15:15 | STREAM 2: PRODUCT INSIGHT | ||
| 15:15 - 15:45 | Refreshment Break | ||
| 15:45 - 16:15 | STREAM 3: PRACTICE DEVELOPMENT Session 3a: How to keep clients for life [More Info] Donald M. Fraser CFP, Media Specialist, Capital Asset Management plc | ||
| 15:45 - 16:15 | STREAM 3: PRACTICE DEVELOPMENT Session 3b: Welcome to the Theatre of War: how to avoid getting office politics wrong! [More Info] Saran Allott-Davey CFP, Managing Director & Founder, Heron House Financial Management Ltd | ||
| 15:45 - 16:15 | STREAM 3: PRACTICE DEVELOPMENT Session 3c: Hassle free outsourcing [More Info] Cathi Harrison CFP, Director/Paraplanner, Para-Sols | ||
| 15:45 - 16:15 | STREAM 3: PRACTICE DEVELOPMENT | ||
| 16:15 - 16:15 | Day 1 sessions end | ||
| 16:30 - 17:00 | STRUCTURED CPD SESSION This session is offered in addition to the main programme. CPD 1a: The Perfect File - a litigator's perspective [More Info] Philippa Hann, Senior Associate, Clarke Willmott LLP | ||
| 16:30 - 17:00 | STRUCTURED CPD SESSION This session is offered in addition to the main programme. CPD 1b: Constructing portfolios using closed-ended funds [More Info] Jacqueline Lockie FIFP, CFP, Head of Training, Association of Investment Companies | ||
| 16:30 - 17:00 | STRUCTURED CPD SESSION This session is offered in addition to the main programme. CPD 1c: Structured Products - ignorance isn't bliss [More Info] Gary Dale, Head of Intermediary Distribution, Investec Structured Products | ||
| 18:00 - 21:30 | Welcome Evening [More Info] | ||
| Tuesday, 1 October 2013 | |||
| 08:00 - 17:00 | IFP registration/information desk open [More Info] | ||
| 09:00 - 09:30 | KEYNOTE SESSION IFP Address [More Info] | ||
| 09:30 - 10:10 | KEYNOTE SESSION The future ain't what it used to be [More Info] Mike Kellard, CEO, AXA Wealth | ||
| 10:10 - 11:00 | KEYNOTE SESSION The art of building high-trust client relationships in the new, RDR, world [More Info] Bill Bachrach, CEO, Bachrach & Associates, Inc. | ||
| 11:00 - 11:40 | Refreshment Break [More Info] | ||
| 11:40 - 12:25 | TRACK PROGRAMME Track 1: Fundamentals - Being successful on purpose [More Info] Paul Etheridge FIFP, CFP, Chairman, The Prestwood Group of Companies Alan Smith, Chief Executive, Capital Asset Management | ||
| 11:40 - 12:25 | TRACK PROGRAMME Track 2: Development - The democratisation of investment [More Info] James Featherby, Chair, Church of England Ethical Investment Advisory Group | ||
| 11:40 - 12:25 | TRACK PROGRAMME Track 3: Innovation - Using technology to differentiate your business in a post RDR world [More Info] Mark Loosemore, Business Development Director, IRESS | ||
| 11:40 - 12:25 | TRACK PROGRAMME Track 4: Knowledge - Tax planning - the art of the permissable [More Info] Tony Wickenden, Joint Managing Director, Technical Connection | ||
| 12:25 - 13:45 | Lunch/Exhibition Open [More Info] | ||
| 13:45 - 14:30 | TRACK PROGRAMME Track 1: Fundamentals - Accounting for client behaviour in your Financial Planning service [More Info] Julie Lord FIFP, CFP, Head of Practice, Bluefin Tim Page CFP, Director, PageRussell | ||
| 13:45 - 14:30 | TRACK PROGRAMME Track 2: Development - Create and lead your 21st century professional practice [More Info] Michelle Hoskin, Founder, Standards International | ||
| 13:45 - 14:30 | TRACK PROGRAMME Track 3: Innovation - Innovation distinguishes between a leader and a follower, which do you want to be? [More Info] Chris Griffiths, Company Director, OpenGenius | ||
| 13:45 - 14:30 | TRACK PROGRAMME Track 4: Knowledge - Top ten estate planning tips: how to avoid queries from HMRC and minimise tax [More Info] Liz Smithers, Solicitor & Partner, Clarke Willmott LLP | ||
| 14:30 - 15:10 | Refreshment Break [More Info] | ||
| 15:10 - 16:15 | KEYNOTE SESSION Leading change under pressure [More Info] Eliza Manningham-Buller DCB | ||
| 16:30 - 16:30 | Day 2 sessions end | ||
| 16:30 - 17:00 | STRUCTURED CPD SESSIONS This session is offered in addition to the main programme. CPD 2a: The great planning partnership of professionals – how to build the perfect professional partnership [More Info] Justin Urquhart Stewart, Marketing Director, Seven Investment Management | ||
| 16:30 - 17:00 | STRUCTURED CPD SESSIONS This session is offered in addition to the main programme. CPD 2b: Is it possible to be simple and ethical? [More Info] Andy Beswick, Intermediary Director, Pensions and Investments, Aviva UK&I Life | ||
| 16:30 - 17:00 | STRUCTURED CPD SESSIONS This session is offered in addition to the main programme. CPD 2c: A state of independence [More Info] Simon Chamberlain, Group Chief Executive, Succession Group | ||
| 18:15 - 19:00 | VIP Reception [More Info] | ||
| 19:00 - 20:00 | GALA EVENING Gala evening drinks reception [More Info] | ||
| 20:00 - 22:30 | Gala dinner [More Info] | ||
| 22:30 - 23:45 | Gala evening after dinner entertainment [More Info] | ||
| Wednesday, 2 October 2013 | |||
| 08:30 - 14:00 | IFP registration/information desk open | ||
| 09:15 - 09:45 | STRUCTURED CPD SESSION This session is offered in addition to the main programme. CPD 3a: Investment business vs. business investment [More Info] Laura Smith, Technical Development Manager, M&G Investments | ||
| 09:15 - 09:45 | STRUCTURED CPD SESSION This session is offered in addition to the main programme. CPD 3b: Risk mapping and the Babel Fish – the pitfalls of risk mapping [More Info] Giles Marriage, Director, Institutional Sales & Lymington Office, , Thesis Asset Management | ||
| 09:15 - 09:45 | STRUCTURED CPD SESSION This session is offered in addition to the main programme. CPD 3c: Five tax planning opportunities that you should consider [More Info] Neil MacGillivray, Head of Technical Support, The James Hay Partnership | ||
| 10:00 - 10:45 | TRACK PROGRAMME Track 1: Fundamentals - Reducing red tape & delegation [More Info] Simon Boulter CFP, Director, BoulterBowen WealthCare Simon Pym Williamson CFP, Director, Broadway Financial Planning | ||
| 10:00 - 10:45 | TRACK PROGRAMME Track 2: Development - 15 stages for growing a successful enterprise [More Info] Daniel Priestley | ||
| 10:00 - 10:45 | TRACK PROGRAMME Track 3: Innovation - Helping to demonstrate independent advice [More Info] Melony Holman CFP, Compliance Consultant, Compliance & Training Solutions Ltd | ||
| 10:00 - 10:45 | TRACK PROGRAMME Track 4: Knowledge - STEP AWAY FROM THE REBATES WITH YOUR HANDS RAISED…what's next for platforms and those who use them [More Info] Mark Polson, Principal, the lang cat | ||
| 10:45 - 11:15 | Refreshment Break [More Info] | ||
| 11:15 - 12:00 | TRACK PROGRAMME Track 1: Fundamentals - Mind the gap: Building the next generation of Financial Planners [More Info] Barry Horner CFP, Chief Executive, Paradigm Norton Stephen Jones, Chief Executive, Cooper Parry Wealth | ||
| 11:15 - 12:00 | TRACK PROGRAMME Track 2: Development - A new regulatory discipline: behavioural economics, the FCA and your clients [More Info] Chris Davies MSc, Director, Engage Partnership Ltd | ||
| 11:15 - 12:00 | TRACK PROGRAMME Track 3: Innovation - Low cost, low hassle, high impact marketing to differentiate plus protect clients and win quality new ones [More Info] Daniel Richards, Head of Lead Generation, Insight Marketing and YourIFAapp.co.uk | ||
| 11:15 - 12:00 | TRACK PROGRAMME Track 4: Knowledge - Understanding sustainable investing [More Info] Sam Adams, Former Head of Financial Adviser Services, EMEA,, Dimensional Fund Advisors Ltd | ||
| 12:15 - 13:30 | KEYNOTE SESSION How setting standards helps you to achieve success and happiness [More Info] Derek Mills | ||
| 13:30 - 13:30 | Conference ends | ||
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