Financial Liverpool CPD Event - Fri 25 November 2016
Alternative Finance & P2P Lending - distraction of an opportunity to grow your business?
Colin Bramhall of Octopus Investment
Coffee and networking 12:00 – 12:30
CPD talk 12:30 – 13:30
Buffet Lunch and networking: 13:30 – 14:30
Tilney Bestinvest offices, Liver Building, Pier Head, Liverpool L3 1NY
PLEASE USE THE RIVERSIDE ENTRANCE
From April this year the FCA granted the IFA community automatic permission to advise on P2P (a regulated activity since April 2014). As this is a relatively new asset class, this presentation from Octopus should expand your knowledge and understanding of this area.
With the launch of the new ‘Innovative Finance ISA’ and the granting of automatic permissions in this area of advice, it is clear that the FCA are encouraging activity in this asset class.
The target audience will be financial planners, paraplanners, investment professionals, accountants and legal professionals.
The learning objectives will be to:
* Broaden your knowledge in this area, or even help to decide whether to waive your permissions and exclude this from your advice process.
* We will be looking at the different types of lending in this area and how the new ‘Innovative Finance ISA’ rules could benefit your clients.
* This presentation should enable you to make an informed decision on how you would approach this asset class.
* A basic knowledge of some of the options may help you with future client enquiries, particularly as most of the providers in this space operate directly to the consumer.
About the speaker
Now with Octopus Investments, Colin may well be known to many of you from his time at Clerical Medical, and Skandia. He has been servicing the IFA community for over 30 years. As the Octopus business development manager for the North West he is looking forward to giving you an insight on this new asset class, an area that Octopus have been active in for over nine years.
When & Where
Financial Liverpool is a society for professionals working in the financial services sector in Liverpool, including financial advisers, discretionary fund managers, pension providers, private client lawyers etc.
We host ten meetings per year, usually the last Friday of the month.
The current format is a talk for about an hour followed by a lunch where you can network with fellow members. The events start at noon and are hosted by Tilney BestInvest in the Royal Liver Building.
The events are free for members, and membership is free if you are a member of CII/PFS (otherwise a charge of £50 applies for your firm's annual membership).
Click here for more information on how to join.
Financial Liverpool used to be called Merseyside Life & Pensions.