GROW: Professional Development (January)

GROW Jan

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

Agenda

Ahead of the (Tax) Game – The Verve Group

Get ahead of the upcoming changes to the annual CGT exemption and dividend allowance rates by looking at whether these changes make bonds (at least in certain circumstances) a more attractive proposition than they have historically been against the GIA/ISA combination.

In this session, we’ll look at a number of different client scenarios to see how the figures post 2022/23 tax year might stack up against those based on the current rates.


Navigating the Storm: Shipwrecked, or calmer seas ahead? – Fidelity

In 2022 we witnessed a confluence of shocks, a year that consisted of several headwinds including geopolitical issues, deglobalisation, high inflation, tightening monetary policy, fiscal constraints, and slowing growth. The impact of the events that unfolded last year will be felt long into the next one. From a financial perspective, a chief change has been the shift in the monetary regime, from one supportive of global markets to one with a focus on taming inflation.

With ongoing market volatility, we aim to highlight how investors can navigate their way through these choppy waters and will focus on some of the trends expected to dominate the markets in 2023.


In Harm’s Way – Liontrust

Consumer Duty is now underway and implementation plans should be in place, but what are the requirements and expectations from both a manufacturer and adviser perspective? In this session, we will take a look at the manufacturer’s duty which needs to be delivered by the end of April 2023. We’ll also look at the support required for distributors to ensure they are positioned to achieve good client outcomes and comply with both letter and the spirit of the upcoming wide-ranging consumer duty regulations. As the regulator has indicated. If it’s not written down it didn’t happen!

 

Date

Jan 11 2023
Expired!

Time

10:00 am - 11:30 am

Location

Online
Category
The Verve Group

Organizer

The Verve Group
Phone
01325 952116
Email
hello@weareverve.co.uk
Website
https://weareverve.co.uk
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