Our GROW events take place once a quarter and are designed to give you a varied range of CPD all in one go. 

Agenda

Back to the future in 2024: a year of elections, recessions and everything in between – Fidelity

Fidelity encourages financial advisers to step into the DeLorean time machine as they go ‘Back to the Future’ and navigate the flux capacitor through financial markets. Journey through interest rates and the looming prospect of a recession, decipher the geopolitical maze shaped by the 2024 US and UK elections and focus on future themes that affect you and your clients. Simultaneously as they delve into these themes, they will be looking at the products and solutions that they believe are best suited to tackle the different scenarios that could play out in 2024 and beyond.

At the end of this presentation attendees will be able to:

• Describe some of the geopolitical pressures on the global economy
• Recognise the investment opportunities following political elections in 2024
• Understand how regulation, ETF’s and AI may affect your future investment decisions

Suitable Suitability – The Verve Group

Is your client paying for a product that is suitable for them? Is the client receiving a service that they need? Do they understand what’s being recommended and do they have the relevant support? Sound familiar? We hope so! These are the four outcomes highlighted by the FCA in Consumer Duty and should be portrayed in a client file, are you comfortable that your files are meeting this?

Join Alanis for a whistle-stop tour of what the FCA looks for regarding suitability and disclosure.

Learning objectives:

• Understand what the FCA look for in terms of suitability and disclosure.
• Highlight areas of current process which need focusing on to keep in line with Consumer Duty.
• Debunk common myths regarding suitability reports.

Lifetime Allowance – The Replacement Regime – M&G Wealth

Now the LTA’s reign is over, what’s left to do in the new regime and how will things operate going forward? Are there still quirks as to how the order of taking benefits? And what about the transitional rules and death benefits?

Join this session where Mark Devlin will answer all of these questions. At the end of this presentation attendees will be able to:

• Explain the new pension benefit allowances regime from April 2024
• Calculate the available tax-free allowances
• Identify the types of clients who will be impacted by the transition to the new regime