IFP Annual Conference 2015
The programme

The IFP has worked hard, with the support of the events committee, to bring you a programme which we hope lives up to the high standards conference delegates have come to expect.

There is a mix of keynote and ‘pick and mix’ optional sessions, some long and some short, to choose from and really get your teeth into.

Sessions will cover a variety of topics to really add value for you, your business and your clients. All sessions are accredited with structured CPD.

NB: The IFP reserves the right to alter timings, sessions, speakers and venue where necessary.

Monday, 5 October 2015
Accredited Financial Planning Firms session [More Info]
12:00 - 17:30Registration open & exhibition/lunch available [More Info]
AGM - IFP members only [More Info]
13:30 - 13:45Comfort break
13:45 - 14:30KEYNOTE SESSION
What the future holds [More Info]
14:30 - 15:00Networking break/Exhibition open
15:00 - 15:45OPTIONAL 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 - 15:45OPTIONAL SESSIONS 1
Holistic Financial Planning: where does tax-efficient investing fit in? [More Info]
Dominique Butters, Business Development Manager, Octopus Investments
15:00 - 15:45OPTIONAL SESSIONS 1
How to make joint ventures with solicitors work [More Info]
Ian Muirhead, Chairman, SIFA
15:00 - 15:45OPTIONAL SESSIONS 1
New world of retirement [More Info]
Bob Gordon, Pensions Consultancy Manager, Standard Life
15:45 - 16:00Room change
16:00 - 16:45OPTIONAL SESSIONS 2
Essential estate planning for business owners [More Info]
Alison Broadberry, Partner, Charles Russell Speechlys LLP
16:00 - 16:45OPTIONAL 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 - 16:45OPTIONAL SESSIONS 2
Philanthropy - a Financial Planner's perspective [More Info]
Murray McEwan CFP, Director, Flowers McEwan Ltd
16:00 - 16:45OPTIONAL SESSIONS 2
Talking technical - lifting the lid on pension freedoms [More Info]
Michael Hague FIFP CFP, Financial Planner & Fellow, Investment for Life
16:45 - 17:00Room change
17:00 - 17:30OPTIONAL SESSIONS 3
So what's so smart about Smart Beta? [More Info]
Michael Langerup, Director - Product Strategist, ETF Securities
17:00 - 17:30OPTIONAL SESSIONS 3
The life of a client in the day of a Financial Planner [More Info]
Richard Sheppard, Intermediary Development Manager, Metlife
17:00 - 17:30OPTIONAL 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 - 18:20Meet the IFP Board
18:30 - 21:30WELCOME EVENING
Welcome Evening [More Info]
Tuesday, 6 October 2015
08:15 - 08:45OPTIONAL SESSIONS 4
Growth of Index and ETF investment strategies: An active approach to beta [More Info]
Andrew Keegan, Vice President, BlackRock
08:15 - 08:45OPTIONAL 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 - 15:50Registration/Information desk open
09:00 - 09:20KEYNOTE SESSION
IFP day 2 opening address
09:20 - 09:50KEYNOTE SESSION
Retirement: joined-up thinking [More Info]
Steve Groves, CEO, Partnership
09:50 - 10:50KEYNOTE SESSION
Impress and influence all the important people you meet [More Info]
Andy Bounds, Andy Bounds Ltd
10:50 - 11:30Exhibition open/Networking break [More Info]
11:30 - 13:00OPTIONAL SESSIONS 5
Map your marketing to every step of their decision [More Info]
Bryony Thomas, Watertight Marketing
11:30 - 13:00OPTIONAL 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 - 13:00OPTIONAL SESSIONS 5
Three simple ways to win more business [More Info]
Andy Bounds, Andy Bounds Ltd
13:00 - 14:30Lunch/Exhibition Open [More Info]
14:30 - 15:15OPTIONAL SESSIONS 6
A behavioural framework for social impact investing and philanthropy [More Info]
Greg Davies, Head of Behavioural-Quantitative Finance, Barclays
14:30 - 15:15OPTIONAL 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 - 15:15OPTIONAL 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 - 15:15OPTIONAL SESSIONS 6
The Financial Planner as a business consultant [More Info]
Rob Stevenson, Founder, Kingmakers
15:15 - 15:50Networking break [More Info]
15:50 - 16:50KEYNOTE SESSION
The century plan [More Info]
Dr James Rouse, Founder, Optimum Wellness Media
16:50 - 17:00KEYNOTE SESSION
IFP day 2 closing address
Gala Awards Evening [More Info]
Wednesday, 7 October 2015
08:30 - 14:00IFP registration/information desk open
09:15 - 09:45OPTIONAL SESSIONS 7
Islamic investments – superior returns in an ethical manner [More Info]
Hassan Motala, Senior Investment Analyst, Oasis Crescent (UK) Ltd
09:15 - 09:45OPTIONAL 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 - 09:45OPTIONAL SESSIONS 7
The pensions reforms and investment trusts [More Info]
Nick Britton, Head of Training, Association of Investment Companies (AIC)
09:45 - 10:00Room change
10:00 - 10:40OPTIONAL SESSIONS 8
Are you sales focused? [More Info]
Terry Mullins, The Reluctant Salesman
10:00 - 10:40OPTIONAL 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 - 10:40OPTIONAL SESSIONS 8
Uncovering the value of financial advice [More Info]
Neil Cowell, Head of Retail Sales, Vanguard Asset Management
10:40 - 11:05Networking break [More Info]
11:05 - 11:45OPTIONAL SESSIONS 9
Helping clients understand themselves better [More Info]
Chris Budd, Managing Director, Ovation Finance
11:05 - 11:45OPTIONAL SESSIONS 9
Storytalks - (Part 2) ***Only select this if you have selected part 1*** [More Info]
Kat Quatermass, Story Consultant, KQ Stories
11:05 - 11:45OPTIONAL 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 - 12:00Room change
12:00 - 13:00KEYNOTE SESSION
The adventures of Jam Boy [More Info]
Fraser Doherty MBE, Founder, SuperJam
13:00 - 13:15KEYNOTE SESSION
IFP closing address