Luton & Hertfordshire Half Day Regional Financial Services Conference

Luton Hilton Garden Inn
Thursday, 20 February 2025
9:00 am – 12:50 pm (UK time)

Luton & Hertfordshire Half Day Regional Financial Services Conference

Luton & Hertfordshire Regional Conference

We are hosting our morning CPD conference on 10th October 2023 - book your place(s) now!

Programme:

09.30 – 10.00 Arrival and coffees
10.00 – 10.50 First speaker - LV's George - Help your client retire with confidence by powering up your CRP
10.50 – 11.40 Second speaker – Canada Life Andrew Morris – Behavioural biases with fund selection
11.40 – 12.00 Break
12.00 – 12.50 Third speaker – Forsitegroup Richard Roberts - IHT Planning for Unused Pensions post 2024 Labour Budget
12.50 - 13:45 Lunch

Help your clients retire with confidence by powering up your CRP with George

Learning Objectives

  • How a better understanding of attitudes towards financial risk can help deliver optimal client outcomes in retirement.
  • The importance of building stronger relationships with female clients
  • The psychology of investing and how you can mitigate behavioral biases and support client composure.
  • The benefits of a Centralised Retirement Proposition and how to enhance retirement portfolios.

Behavioural Biases with fund selection with Andrew Morris

Learning Objectives

  • Explain the difference between cognitive and emotional bias
  • Consider common biases and how to manage them
  • Describe how awareness of these can help with fund selection and client engagement

HT Planning for Unused Pensions post 2024 Labour Budget

Learning Objectives.

  • Understand the Changes to Pensions: Gain a comprehensive understanding of the recent changes to pensions following the UK budget and their implications on inheritance tax (IHT).
  • Explore Business Relief (BR): Learn about the history of Business Relief, how it works, and its role in mitigating IHT.
  • Understand Planning Opportunities: Gain an understanding of planning ideas to assist in financial planning to showcase to clients how Business Relief can be utilised in estate planning.

WHERE?

Hilton Garden Inn Luton North

Butterfield

Hitchin Road

Stopsley

Luton

LU2 8DL

Venue
  • Butterfield Business Park
  • Hitchin Road Industrial Estate
  • Luton
  • LU2 8DL
View map

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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

3 1/2 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.

Ticket type Price   Qty  
Member
Free
Non Member
£ 20.00