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