PFS Isle of Man Conference

Running an investment committee, pension dash boards and 15 magic words

The quarter one programme highlights include:

Structuring and running an investment committee from a regulatory perspective;
A look ahead to see if 2016 will be a better year for financial markets;
Using a hybrid model to give pension freedoms both flexibility and income guarantees;
An overview of the recent changes to the tax treatment of UK dividends;
Balancing the risks of 'income plus' higher yield products with those offering lower natural yields;
Building trust in seconds, getting appointments without rejection and the 15 magic words that get more clients;
The case study will focus on structuring an appropriate protection portfolio for the owners, directors and employees of small businesses.

Refreshments and networking lunch will be provided.