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Bow Bells House

1 Bread Street

London

EC4M 9HH

United Kingdom

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Does the Regulator ever sleep?

After MIFID II, costs and charges reporting, 10% loss reporting, Adviser as client, Retirement Outcomes Review, PS18/6 and the Investment Platforms Market Study, we now face ‘PROD’. But what is it and do we need to worry?

Join us this summer to see how Adviser suitability recommendations and your standard research will be impacted by these new governance rules. We will explain how these rules are put in to effect to support your clients within in our business.

Market Update

Like regulation, the world’s investment markets are in a state of continual evolution. The transition from QE to QT and maybe back again has seen markets more volatile and investors more nervous. Trade wars and Brexit make it very difficult for retail customers to see the wood for the trees. Our investment team will offer their view of what is giving markets direction in mid-2019 and bring into focus our latest solution, Sterling, for clients liquidity goals and one of our most successful, long standing portfolios, the Tactical range. Both offer particular attractions, to different investors, in these times of change and increasing regulatory scrutiny such as PROD.

Sticker Price Retirements

Planning your finances in later life is complicated, even if you are very rich, and then perhaps it gets even more complex. Is there a yardstick which will help clients take stock in mid career on where they are heading and what is left to be achieved? And see how they compare? In this short technical session, supported by our IMT modelling software, we will investigate the concept of ‘sticker price’ retirements – for Standard Retirement, Comfort and Elite Retirements respectively with full debate on our underlying assumptions. Understanding clients’ objectives is the first rule of financial planning – does PROD play an additional or complementary role?

Complimentary breakfast, networking and 3 hours structured CPD. Closing panel debate and Adviser Q&A.

Spaces are limited, so book now to save disappointment later!

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Bow Bells House

1 Bread Street

London

EC4M 9HH

United Kingdom

View Map

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