2024 PFS-Member Annual Conference

**Morning Content**

🗹 Hugh Gimber (JP Morgan)

• Macroeconomic and capital market overview and outlook

🗹 Simon Taylor (Investec W&I)

• Reviewing your business model in light of the FCA Retirement Income Advice Review (TR24/1)

🗹 Gareth Davies (Scottish Widows)

• Pre-budget pension, taxation and estate planning

🗹 Ben Wright (Melo)

• Countdown! Tactics to boost your business' exit value (whenever you decide to sell)

🗹 Sebastian Lewis (Vanguard)

• The great wealth transfer - building trust and relationships across generations

**Afternoon Content**

🗹 Robert Betts, Legal & General

Protection Workshop

1. The role, evolution and the value of Critical Illness Protection

2. Demystifying Income Protection:

• how claims are paid and assessed

• understanding stress and mental ill health generically across providers

3. Protection as part of the advice process:

• Demonstrating the impact of unexpected changes to health (and death)

• Cash flow modelling

• Financial projections fact find

4. The Psychology of advice

• Demonstrating behavioural science and economics examples that can influence advice outcomes

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