Face to Face - PFS - How to navigate intergenerational planning conversations with your clients

Thanks to Simon & Gareth for this PFS face to face training session ahead of our AGM.

Session Overview:

The session will cover the key considerations for annual allowance, lifetime allowance, tax relief, carry forward and money purchase annual allowance.

Venue: Exeter Golf & Country Club, Topsham Rd, Exeter EX2 7AE

Timing: 11am

Face to face CPD session ends: 12 (midday)

Learning objectives:

At the end of the session attendees will be able to understand more about:

• Understand the Inheritance Tax landscape and consider options for later life planning
• Identify different planning scenarios in which Business Relief can work in conjunction with other planning structures and solutions
• Develop an understanding of Consumer Duty and what practices can be put in place to ensure your clients’ needs are met

Presenter: Simon Housden – Sales and Marketing Director and Partner, TIME Investments

Simon has been Sales and Marketing Director at TIME for over nine years, having grown our successful distribution team from scratch. Prior to joining TIME, he was at Octopus Investments for seven years, where he held a number of senior roles.

Simon leads a team of 11 field-based Business Development Managers, providing both nationwide and international coverage, and an office-based team of 12, located in TIME’s head office in Central London.

He is also one of the four partners at TIME, helping to determine the business’ overall strategy and direction. Simon has over 26 years’ experience in financial services, having started his career as a financial adviser.

Presenter: Gareth Perry – Regional Business Development Manager, TIME Investments

Gareth joined TIME in March 2022 and works closely with Charlotte Williams, supporting Advisers in the South West.

Gareth has worked in the financial services industry for 15 years, having previously worked in the Business Development Team for Seven Investment Management, helping advisers with Discretionary investments and platform solutions for a broad range of clients.

Prior to working in financial services, Gareth was a Bomb disposal operator in the British Army. Gareth holds a CISI Level 4 Diploma.