Client Reviews
Club FS is happy to announce that their next event will focus on the value of Financial Advice
Following the success of the last Club FS event focussing on the Value of Advice we are delighted to welcome back David DAN Norman for what I hope will be an educational and entertaining session.
Financial Advice – Really, Really Valuable!
Looking at examples of how financial advisers can add value – packed with sales ideas, technical content, case studies, and practical steps that advisers can use with clients.
Part One: Investment outsourcing, case studies and risk management
- Should I be a DFM? The pros and cons of advisers obtaining discretionary permissions
- Case studies of how advisers add value
- Risk is getting riskier. Sequencing risk and how to save clients £120,000!
Presented by David Norman aka DAN CEO, TCF Investment and MAPS.
Part Two: Investment Bond refresher
- How to make your IHT nil rate band as big as you like – using multiple trusts
- Saving IHT without giving up access to capital - single settlor Loan Trusts
- The benefit of deferring income on Discounted Gift Trusts - day one discount vs value out of the estate after 7 years
- HMRCs confirmation on Adviser Charging.
Presented by John Haley MSc, FPFS, CFP, Chartered FCSI Technical Sales Manager, Utmost Wealth Solutions.
Lunch will be served at the event from 12.30pm.
Free to members (PFS or CII) who will be given priority. Open to non-members if space permits.
Book your ticket by clicking here
CII Accredited
This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.
3 hours' CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.