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Financial Planning on Divorce and Separation Conference 2019

Outline:

THIS EVENT IS NOW FULLY BOOKED - PLEASE CALL THE OFFICE TO FIND OUT IF ANY PLACES HAVE BECOME AVAILABLE BEFORE MAKING ANY PAYMENTS

9:00 – refreshments and networking

9:30 Welcome by Steven Hennessy - Chair

9:40 “What has Specialist Accreditation Ever Done for Me? The good, the bad and the ugly of being a divorce financial planner” with Phil O’Connor

10:10 “Understanding the Landscape of Financial Remedies. What financial advisers should absolutely know” with Rhys Taylor, James Pirrie, and Paul Cobley

11:10 – 11:30: refreshment and comfort break

11:30 “Safeguarding – Being Prepared for Difficult Situations” with Fiona Sharp

12.00 “The Emotion Behind Divorce” with Caroline Strawson

12:30 “Mortgages and Divorce” with Cathy Beaumont

13.00 – 14.00: Lunch

14.00 “Expert Reports - New Guidance from the Pensions Advisory Group” with Kate Routledge

14.30 “Demystifying the Roles of a Mediator, Family Consultant and Therapist, and how IFAs might expect to work with them” with Jane McCann

14.50 "Teamwork - how and why we work together" with Jane McCann and Tom Farrell

15.10 “Riding the Regulatory Line – the boundaries between our regulated and non-regulated world. Contracting, confidentiality & privilege” with Tom Farrell

15.30 – 15.50: refreshment and comfort break

15.50 “State Pensions on Divorce – Known Unknowns and Unknown Unknowns” with Paul Cobley

16.20 “Tying it all together: Financial Remedies” with Rhys Taylor, James Pirrie and Paul Cobley

16.50 Closing remarks by Steve Hennessy

16.55 Ends

Be part of a growing community of specialist financial advisers and planners across the UK. Gain a thorough understanding of the opportunities and challenges of being an expert in this field.

You’ll develop your understanding of:
  • Commercial considerations and practice management for a specialist adviser
  • Pensions and tax planning
  • Specialist Accreditation techniques
  • How to build strong relationships with other professionals
  • The behavioural and interpersonal skills necessary to undertake your role effectively and responsibly.
  • I am already accredited - Come along and share best practice with your specialist peers
  • I am a member but not accredited - Come along and see why Accreditation will add value to your business
  • I am not a member, but I am interested in this area - Come along and meet a friendly community that wants you as a part of its future.
Duration:
1 day
CPD points:
The program will include several CPD hours that can contribute towards your relevant CPD.
Cost:
£132 (non-members); £120 (next gen premium); £102 (members); £90 (accredited specialists)
How to book:

THIS EVENT IS NOW FULLY BOOKED - PLEASE CALL THE OFFICE TO FIND OUT IF ANY PLACES HAVE BECOME AVAILABLE BEFORE MAKING ANY PAYMENTS

Please download and complete the relevant booking form below and return with a cheque to Resolution 91-95 Southwark Bridge Road, London SE1 0AX or DX 155288 Southwark 13.

Any queries please contact Central Office on 020 3841 0312 or kayleigh.cella@resolution.org.uk

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