“The quality of speakers was first rate and the scope and depth of the really useful content covered made this an unmissable event.”“Every single presentation on day one was packed with useful and thought provoking information for anyone thinking about their own financial planning. Brilliant!” - 2020 Virtual Personal Financial Planning Conference delegates
We are delighted to invite you to our second virtual Personal Financial Planning (PFP) Conference, taking place on 9 November 2021.
This year’s event focuses on how accountants and regulated financial advisers can work more closely together to deliver better client outcomes and build a more profitable and sustainable business.
Carefully selected content partners, and members of the ICAEW Personal Financial Planning Advisory Board, will deliver an insightful range of sessions to provide technical information and insights to help you develop your PFP business and meet your own PPF needs.
The programme will revolve around our case study example family, retiring SME owners Peter & Patricia Pickle, and how collaborative personal financial planning advice represents the essential ingredient that enables the Pickle family to achieve their aspirations and goals.
Register to get all sessions on demand.
"Excellent - I only had to be there for what I wanted to hear.""This was an excellent event, engaging, informative and well presented. I would not have been able to attend a live event in London and much appreciate the opportunity of being able to take part.""Highly recommended. Delivery was great with no technical issues hampering delivery.""A worthwhile event with many first class experts and presenters.""Very informative and insightful two days.""It was really interesting and to the point and the majority of the presentations met my personal finance concerns."
Delegates will be sent links to all of the sessions just before the conference. Should you experience any difficulties booking onto the event, please go to our events support page - how to book.
The opinions expressed by external guest speakers in interviews or other publications included on this website are, by their nature, those of the speaker. They are not necessarily fully endorsed by the ICAEW or purport to reflect the official policies and views of the ICAEW or its members.
John Gaskell, Head of Personal Financial Planning, ICAEW
How collaborating with professional connections can unlock the Great Wealth Transfer
How well a client manages their taxes and investments over time can make all the difference to the strength of their financial position. But too often opportunities are missed. One of the reasons for this is that financial advisers and accountants don’t always work closely enough with one another. Our keynote address will be delivered by George Rooke from Octopus Investments. George will cover top tips on how to grow your professional connections and take advantage of the ‘Great Wealth Transfer’ opportunity as it cascades through family generations.
George Rooke, Strategic Partnerships Manager, Octopus Investments
5 minutes to transfer between sessions
The Collaboration Dividend
Case study example: meet the Pickle family. How accountants and financial advisers can work collaboratively to build a better business.
Richard Bertin, Founder and Ceo, TetherEric Clapton, Managing Director, Clapton Consultants LtdSarah Thwaites, Director, Thwaites Associates
Pensions: managing the Lifetime Allowance
Case study: Strategies and planning opportunities
Luke Brooks, Head of Financial Planning, Smith & WilliamsonMark Devlin, Senior Technical Manager, M&G Prudential
Stream A - Professional collaboration: ICAEW Code of Ethics and Designated Professional Body Licence
How you can use your licence to build a better business.
Dean Neaves, ICAEW Professional Standards
Stream B - How to build a successful investment portfolio and protect your future
This workshop is an opportunity for ICAEW members to look under the bonnet at the critical elements for successful long-term investing. Netwealth will take you through the key principles of portfolio construction and management, including asset allocation, portfolio risk levels and governance, and how combining with factors you can control, such as choosing the right tax wrappers and reducing all-in management costs, builds a more robust long-term financial plan.
Iain Barnes, Head of Portfolio Management, and Louisa Gaynor, Client Adviser, Netwealth
Keynote: Demystifying the ESG investment management process
In this session, investment professionals from Ruffer will clarify what is really meant by ESG, and explain the selection processes they use to ensure that the underlying investments meet the required criteria. They will discuss:
India White-Spunner and Rachel Holdsworth, Ruffer LLP
Panel discussion - ESG investing
What it means for you.
Olivia Bucher and James Robinson, Mazars Financial PlanningIndia White-Spunner and Rachel Holdsworth, Ruffer LLP
Stream C - Retiring to an EU member stateJason Porter, Business Development Director, Blevins Franks
Stream D - Saving tax while staying secure – Inheritance Tax planning and cashflow forecastingInheritance Tax is arguably one of the most emotive taxes that could be paid. While many want to save Inheritance Tax, it can be difficult to understand how much you can afford to give away and the structures that could be used to save the tax. Mazars will deliver a concise session on options available to plan for Inheritance Tax while maintaining financial security, demonstrating how they go about understanding the affordability of these plans.
Olivia Bucher and James Robinson, Mazars Financial Planning
N.B Programme is subject to change
John Gaskell, Head of Personal Financial Planning, ICAEWJohn Gaskell is Head of Personal Financial Planning ( PFP). He oversees the ICAEW PFP Community and ICAEW’s Personal Financial Planning Advisory Group. His role involves liaising with the Financial Conduct Authority ( FCA) and other regulators, working across different areas of ICAEW and with external stakeholders.John began his career as a private client stockbroker & investment manager in the City of London before working as an independent financial adviser for a national IFA, financial planning adviser at a regional ICAEW firm, head of personal financial planning at a legal practice, senior manager at Deloitte Wealth Management Ltd, and product development manager at Aviva. He has also held business development, staff training and consultancy roles.John chaired the Chartered Institute for Securities & Investments Private Client Examination Panel and represents ICAEW at the Global Accounting Alliance (GAA) PFP Expert Working Party, and was a member of the FSA examination standards working party. John has a BA in Economic History & Social Science, and an MBA. He is a Certified Financial Planner, Chartered Wealth Manager and Fellow of the Certified Public Accountants Association.
Iain Barnes, Head of Portfolio Management, NetwealthIain joined Netwealth in January 2016 from UBS Asset Management to launch the Netwealth investment portfolios in May of that year. He leads the Netwealth investment process and holds ultimate responsibility for portfolio performance. At UBS he was an Executive Director and senior portfolio manager in the Global Investment Solutions division. In addition to managing multi-asset portfolios totalling £2 billion, he was one of 6 voting members of the Global Asset Allocation and Currency Investment Committee which was responsible for more than £60 billion of assets under management, including for pension funds, charitable trusts, foundations and high net worth individuals. He also led the team’s research across fixed income and selected alternative investment asset classes. Prior to joining UBS in 2010, Iain spent 10 years at Schroders where he was a multi-asset portfolio manager for institutional and individual clients. Iain has been a CFA charter holder since 2003.
Sarah Thwaites, Director, Thwaites Associates Sarah has a broad ranging knowledge and experience gained from senior executive and non-executive roles in the financial services sector. She is a compelling and authentic ambassador for organisations, with experience in promoting solutions in the UK and abroad.
Richard Bertin, Founder and Ceo, TetherRichard Bertin is a Chartered Accountant, former chair of various committees and current ICAEW Personal Financial Planning Advisory Group member. He established and built up a successful fee-based wealth planning business, selling a stake in 2016 to Stonehage Fleming, the largest independent family office in EMEA. He continued to further build the group’s private client financial planning arm before leaving last year to establish Tether, which is launching personal financial planning software to the accounting profession, combining his previous accountancy and business development experience and knowledge.
Luke Brooks, Head of Financial Planning, Smith & WilliamsonLuke joined Smith & Williamson in 2005 after attaining the AFPC qualification with Kingston Smith Chartered Accountants. As Head of Financial planning he advises private clients on their financial planning needs, specialising in pension funding and retirement planning.
Olivia Bucher, Financial Planner, Mazars Financial PlanningOlivia joined Mazars in 2019 as a Financial Planner in the Sutton office where she looks after private clients and owner-managed businesses in in the areas of pension and retirement planning, investment planning, protection and tax planning strategies. She holds the Investment Advice Diploma and Chartered member status with the CISI. She is currently working towards also achieving Chartered Financial Planner status with the CII.
Eric Clapton, Director, Clapton ConsultantsEric has over 25 years’ experience as a qualified financial adviser and investment manager, with a particular interest in pension and retirement planning. He was previously a senior partner of a regional firm and latterly as the Managing Director of a successful discretionary investment manager. He is the principal of Clapton Consultants, a chartered accountancy practice that specialises in the financial services sector, offering services to both business and private clients. Eric is an ICAEW Chartered Accountant.
Mark Devlin, Senior Technical Manager, M&G PrudentialMark has worked in the industry since 1998. He has held a variety of roles in financial planning which has given him a very broad knowledge on the planning side of the industry. Mark specialises in pensions and is a Chartered Financial Planner and Fellow of the Personal Finance Society.
Louisa Gaynor, Client Adviser, Netwealth
India White-Spunner, Senior Investment Associate, RufferGraduated with an MA honours in English from St Andrews University and joined Ruffer in 2017 as part of the graduate trainee programme. She is a member of the Chartered Institute for Securities & Investment following completion of the CISI Masters in Wealth Management.
Rachel Holdsworth, RufferRachel joined Ruffer in 2013 after graduating from Oxford University with a first class honours degree in biological sciences. She is a member of the Chartered Institute for Securities & Investment following completion of the CISI Masters in Wealth Management, receiving a distinction in both the Private Client Investment Advice and Management and Portfolio Construction Theory papers.
Dean Neaves, Senior Manager, Quality Assurace, ICAEWDean joined ICAEW in 2016. He qualified as a Chartered Accountant with PwC and spent more than 20 years in the audit practice working with clients from small start-up techn businesses to larger listed groups. He also worked on several transactions, including IPO’s, fundraising and acquisitions.
Jason Porter, Business Development Director, Blevins FranksJason has an Honours Degree in History and Politics, and is a Chartered Tax Adviser and qualified financial planner. Jason trained at Ernst & Young, and subsequently spent over five years with Coutts Private Bank. It was whilst at Coutts he realised not all the solutions to client needs were available in the tax space, and extended his advice base to financial planning. After an interesting sideways move into media for five years, Jason put his combined tax and financial planning skills to work again, joining Credit Suisse Private Bank as a Director, providing wealth-planning advice to ultra-high net worth clients. He joined Blevins Franks Financial Management Limited in February 2014, as the UK Business Development Director.
James Robinson, Chartered Financial Planner, Mazars Financial PlanningJames is a Chartered Financial Planner and Fellow of the PFS, responsible for leading the Financial Planning team in London. His achievements have been recognised by Citywire Magazine four years in a row, being named one of the ‘Top 35 Next Generation Advisers’ 2017-2020. He was also runner up in the FT’s Money Management Award for Multi-Asset Planner of the year 2018. James’s focus is building lasting relationships with clients, helping them to maximise family wealth and meet clients’ objectives.
More speakers to be confirmed
BLEVINS FRANKSBlevins Franks are leading international tax and wealth management advisers to UK nationals living in Europe, and have been for at least four decades. They have over 20 offices across seven countries – a head office in London, an operations hub in Malta, and regional offices across Spain, France, Portugal, Cyprus and Monaco. Their team of experienced in-house specialists enables them to provide integrated tax, wealth management, pension and estate planning services to their clients across Europe.
MAZARSMazars is an international accounting and advisory partnership with offices in 73 countries around the world and 14,000 professional staff globally. Within the UK Mazars LLP are ranked 8th by audit fee income. The Mazars Private Client team offers a full range of services to families, business owners, trustees, entrepreneurs, high net worth individuals and non-UK domiciliaries. The team blends skills from across our financial and tax planning professionals, into an integrated, client focused offering. As a result, we have a wealth of experience dealing with, personal tax, wealth management and pension issues.
NETWEALTH Netwealth combines a comprehensive investment offering, advanced online planning tools and a qualified advisory team to help clients make the best investments decisions. All at a fraction of industry cost.
OCTOPUS INVESTMENTSOctopus Investments provides products and services that help financial advisers and investors achieve more of their goals. For an adviser, that can mean winning new clients by offering them something they haven’t seen before, as well as providing existing clients with a broader range of solutions. For an investor, it can be targeting a better interest rate on cash savings, finding the right growth companies to invest in, or passing more wealth to the next generation by reducing the impact of inheritance tax. Octopus manages a large portion of its £10.7 billion of assets in tax-efficient VCT, EIS, IHT investments. Our experience gives Octopus a unique understanding of how investment and tax planning can combine to deliver better client outcomes. Octopus works with advisers across the country to help them grow their business through joined up adviser, accountant and solicitor networks.
PRUDENTIALPrudential help people build their futures with long-term savings, investments and pensions. And with nearly five million policy holders in the UK alone, we're one of the country's leading Life and Pensions providers. We're also one of the longest-established, with roots going back to 1848.
RUFFERRuffer manages £20bn in client assets and is a top ten UK charity investment manager. It seeks to deliver consistent positive returns, whatever happens in financial markets. Ruffer takes on the responsibility of investing a charity’s assets, including managing risk and coping with uncertainty. With a focus on capital preservation and prudent growth, Ruffer stands as a partner with charity trustees for the long haul.
SMITH & WILLIAMSONMaking financial preparations during your working years is crucial to ensure you get the lifestyle you want in retirement. If you’re part of the ‘baby boomer’ generation that’s on the cusp of retirement, you’ll want to know that your hard-earned cash is working for you now, as well as when you finally decide to hang up your hat. Our specialists advise on all aspects of pension planning, so we can help you make choices that will benefit you and future generations.Our services include:
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