Update on Markets (with J.P. Morgan), SIPP & SASS Due Diligence (Dentons)

Aston Hall Hotel, Sheffield
Wednesday, 15 March 2023
8:45 am – 11:00 am (UK time)

Speaker List

Confirmed Speaker:

🗹 Hugh Gimber (J.P. Morgan) - Guide to the Markets

🗹 Stephen McPhilips (Dentons) SIPP Market Review

Guide to the Markets

Review the factors influencing the investment returns achieved in 2022. Identify whether the inflationary peak has been reached, identify the depth and duration of the probable recession and consider whether this provides sufficient grounds for central banks to 'pivot' towards a lower interest rate peak. Understand whether this will provide a favourable investment landscape for bonds, equities and commodities and the outlook for 2023.

The current SIPP market – an update.

The SIPP market has seen some significant changes in recent years – and, sadly, not all of these have been positive. Due diligence has therefore never been more important. In this seminar, Dentons’ Technical Sales Director, Stephen McPhillips, will look at how the SIPP market is being shaped by court cases and provider failures and he’ll provide important pointers for advisers to follow when reviewing and selecting SIPP providers. He’ll also demonstrate, through client case studies, what a client journey might look like in the event of a change of provider being required.”

Event running order

8.30am – 9.00am – Arrival, breakfast rolls, tea & coffee

9.00am - Guide to markets and Q&A

10.00am - break

10.15am - SIPP & SSAS Due Diligence

11.00am - event close

Presenter Biographies

Hugh Gimber is Executive Director and Global Market Strategist for J.P.Morgan.

Based in London, Hugh is responsible for generating research-driven analysis on the global economy and markets, communicating this to clients and to the media across the UK and Europe. Prior to joining J.P. Morgan Asset Management, Hugh worked as a multi-asset investment strategist at BlackRock. During this time he produced research on a range of economic, market and geopolitical issues, and delivered this to clients. Hugh holds a first class honours degree in Mathematics from the University of Bristol and is also a CFA charterholder.

Stephen McPhilips

Stephen has been with Dentons since January 2012, having spent all of his working life in the member directed pensions sector at some of the major providers. He joined the industry 32 years ago, training as a SSAS administrator looking after his own portfolio of SSAS clients and soon became a field-based SSAS consultant which involved providing face to face SSAS consultancy services to clients, their financial advisers and accountants. Stephen was elected a Fellow of the PMI in March 2018.

Total 1 3/4 hours CPD

  • Aston Hall Hotel
  • Worksop Road
  • Sheffield
  • S26 2EE
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CII Accredited

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

1 3/4 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.