PFS Tyne Tees Regional Conference Q1 2016

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

Your first quarterly events of 2016 will not only be packed with the usual high quality and business relevant CPD, but members can also expect a greater focus on some of the soft skills that could enhance effectiveness.

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.