On Monday evening there will be a networking dinner and drinks so that attendees can get to know each other in a more informal setting.
The main Scottish conference day on the Tuesday is worth 8.0 CPD points. The day starts with a networking breakfast at 08:45, followed by sessions from 09:30 to 16:30.Sessions include:
- Behavioural Finance - Professor Steve Thomas, Cass Business School
- Investing in Russia - good value or too risky? - Peter Jarvis, Pictet Asset Management Ltd
- The four pillars of investing - Mike Azlen CFPCM, Frontier Investment Management LLP
- Tax & Financial Planning in a high tax world - Tony Wickenden, Technical Connection
- Bringing meaning to money - how to help your clients lead more fulfilled lives - Donald Fraser CFPCM, Grant Thornton UK LLP
- International pensions - a practical Financial Planning tool? Robert C. Hair CFPCM, Turcan Connell
- Pensions, IHT & estate planning - Leanda Cuthbert, Standard Life
- Is it really that difficult to manage clients' assets - Malcolm Murray, Transact - Phil Young, threesixty services LLP - Barry Neilson, Nucleus
- Flexible drawdown & other topical issues - Claire Brooks, Suffolk Life
- Create a succinct value proposition to attract ‘ideal’ clients and grow revenue - Abbie Tanner, A Business Innovation
- Become a Key Person of Influence in Financial Planning - Daniel Priestley, Director/Founder, Triumphant Events Ltd
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