Free

GROW: Personal Development Workshop (Q2 - Sept)

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Leeds (venue details to follow)

Leeds

United Kingdom

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Description

This is our next round of workshops, where we aim to educate, motivate and inspire – with some CPD credits thrown in for good measure. Our workshops are not about ‘ticking the CPD box’ – we make sure these half days are of relevance and genuine use to you and your business, and are worth the valuable time out of the office.

What will it cover?

Each quarter, the workshops will cover a range of subjects, and will be focused on relevant and topical matters that are affecting advisers at that time.


9.00 – 9.45 Regulatory update and outlook

9.45 – 10.30 Session led by Intelliflo - e-Adviser & Digital Engagement

Intelliflo will present their research and findings from their eAdviser Index, giving valuable insights into how using technology can affect an adviser’s client base, revenue and other factors. The session will also provide you with practical tips on how to adopt more technology into your business to achieve more positive results.

10.30 – 10.45 Refreshment break

10.45 – 11.30 Session led by Nucleus - Platform Due Diligence – A Fresh Look

The platform market has grown significantly in the last five years. At the same time, there have been many changes, including customer needs and demands, and increased regulation. Platform due diligence has become a growing focus for the regulators and the need to document platform selection against customer segmentation and needs, is critical.

This interactive session from Nucleus will explore the six key elements to support your platform due diligence and through that process, discuss these questions:

  • What do you need from a platform?
  • How do you work with platforms? A hands-off relationship or a long-term, integrated approach to working together.
  • The future shape of platform pricing?
  • How much value can platform data and insight offer, to help you create the best outcomes for your clients?

11.30 – 12.15 Session led Julian Brincat from Protean.

Julian’s session will provide an update on the PII market discussing some of the key concerns for underwriters and expectations for the next 12 months. (tailored for any recent developments) He will offer an overview on how to address these in order to ensure that IFAs are in the strongest position when approaching their PII renewal.

12.15 Close and lunch


Why should I attend?

The GROW workshops are designed to help attendees develop their knowledge in a range of areas, and to enable them to enhance certain skills, to take back to the work place.

Who will be hosting?

The event will be hosted by Apricity, with speakers from both Intelliflo and Nucleus. Speaker biographies and session summaries will follow.

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Leeds (venue details to follow)

Leeds

United Kingdom

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