EVENTS PROGRAMME PROSPECTUS 2018

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1 EVENTS PROGRAMME PROSPECTUS 2018

2 2 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018

3 SIMPLYBIZ GROUP EVENTS PROSPECTUS WELCOME TO THE 2018 EVENTS PROGRAMME It never ceases to amaze me just how resilient advisers are. Faced with constant changes, whether from external factors, such as constantly changing regulations and political influences, or from changes to the client landscape, with an evolving and ageing population, adviser today, more than ever, are demonstrating their ability to successfully adapt and prosper. Supporting the ongoing development and training of the firms we serve remains of paramount importance to all of us at SimplyBiz. We strongly believe that you should have access to the very best support and it is this belief which drives our events and training programme saw more events and more attendees than ever before as we responded to industry challenges and adviser needs, putting on over 350 face-to-face events across the country, covering an array of topics. In 2018, we will be strengthening and broadening our event schedule even further. Our Learning and Development Events will continue to be the cornerstone of our programme, offering you an holistic day of financial services education and training at over 20 venues up and down the UK. These are supplemented by our Investment Forums, which provide the ideal learning opportunity for those advising on clients savings and investments. As well as our core events, we continue to provide access to specialist learning and support which, as well as traditional events, will include a number of hands-on workshops this year. To complement our face-to-face events, we continue to innovate and provide access to distance learning through our Advice Shows and webinars. These ensure you have access to support that is right up-to-date as the world of financial services evolves. All of which puts you in the best possible position to help your clients get the maximum benefit from your services. I hope that you are able to join us this year on what promises to be another great year of learning and opportunities. Opportunities to meet you fellow adviser, to meet the providers that help to make our events what they are and, of course, to meet with members of the SimplyBiz team, who are always on hand to help, or to just catch up and hear about how things are going. Here s to another great year. Ken Davy The SimplyBiz Group Chairman

4 4 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 QUALITY GUARANTEED We understand that for events to be truly beneficial to our Member Firms, they have to act as more than just a CPD box-ticking exercise. In addition, we know that there is very little value in sessions which are promotions or pushes for products. That s why, before you see a single session at any of our events, we undertake months of work in advance, analysing your feedback from previous rounds and building an agenda which we feel will best deliver the information relevant to your business, in the most interesting and engaging way possible. We then work alongside our partners to design the content and flow of each session and interact with key people from within The SimplyBiz Group to ensure a range of specialist perspectives on the day. Whilst we have an events team which is solely dedicated to ensuring that your experience as an attendee at any one of our meetings is satisfactory, dozens of the Group team are involved at some level in maintaining the relevance, technical accuracy and high quality of our events programme. The majority of our events qualify for structured CPD, with the others providing the opportunity to build up your unstructured hours. When structured CPD is available, we ensure that learning objectives and a set of questions to demonstrate your understanding of the areas covered are provided, giving you the means to easily track and evidence your structured learning. In order to demonstrate how seriously we take the matter of our accreditation, we work very closely with both the CII and LIBF every year to make sure that our schedule and processes go above and beyond their requirements. This means that when it s time to renew your Statement of Professional Standing, the accredited body that is reviewing your record is likely to recognise that CPD collected through

5 SIMPLYBIZ GROUP EVENTS PROSPECTUS THE CHARTERED INSURANCE INSTITUTE We believe that learning and professional growth should never stop. Continuing Professional Development (CPD) ensures that you keep your skills and knowledge up-to-date and, in turn, remain competent to perform your job. SimplyBiz events is of an already proven high quality. However, the most important steer on how we are doing with our events is your feedback. Please do take the time to complete your feedback form at the end of meetings, or get in touch with our events team at any point to let us know what you think we are doing well, what you d like to see more of and what you feel could be improved. We are listening and we hope that you can see that we react to your comments and strive to constantly improve our events programme. To let us know what you think, please don t hesitate to get in touch on or at simplyevents@simplybiz.co.uk All qualified CII members are obliged to comply with the scheme s requirements and commit to ongoing learning and development. The Chartered Insurance Institute works closely with organisations to ensure that their accredited events and learning outcomes are held to the highest standards. CPD is an essential requirement of any professional. Ensuring that your knowledge remains relevant is key to providing good consumer outcomes, safeguarding the public and meeting their expectations of dealing with the profession. Undertaking your CPD with an organisation that has achieved CII CPD accreditation means that you can rest assured the content is focussed on meeting the needs and expectations of consumers. The SimplyBiz Investment Forums and Learning and Development Events and Compliance First Professional Development Events have achieved CII CPD accreditation. This signifies that they are of a high quality and that Chartered Insurance Institute and Personal Finance Society members may use them to contribute to their annual CPD requirements. Sandra McDonald BA (Hons) Cert CII ACIM Development Manager Chartered Insurance Institute

6 6 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 LEARNING AND DEVELOPMENT EVENTS It feels like every year we say that we ve reached the pinnacle of regulatory activity, and that advisers are at full compliance capacity certainly felt like we d endured enough policy implementation, market development, technological change and consultation to keep us busy for twelve years, never mind twelve months! AT A GLANCE 2 ROUNDS 1 April/May/June 1 October/November/ December 21 VENUES 1 Nationwide

7 SIMPLYBIZ GROUP EVENTS PROSPECTUS However, we already know that 2018 is going to be a bumper year, with MiFID II, GDPR and the Senior Managers Regime already marked in the calendar, along with all the focus that there s going to be falling upon vulnerable clients and, specifically, the elderly, the progression of robo advice and developments to suitability processes plus the spectre of a second Sunset Clause looming over the horizon. Certainly a lot to get with grips with there... along with the dayto-day concern of running your firm, managing your staff and operations and the all-important business of actually seeing your clients! Luckily, the Learning and Development Events will be on hand during 2018 to help you navigate the sometimes tumultuous waters of the advisory seascape. Taking place twice a year in 21 locations across the UK, The SimplyBiz Group team and our specially selected partners will help you make sure that you re on course and up-to-date with all the big issues and hot topics of the moment. The Learning and Development Events are the cornerstone of our annual meetings programme, and are built to cover a wide range of subjects, from regulation and policy change to pensions and retirement, developing technology and evolving client demographics. We believe that our LDEs offer something for everyone, all delivered with key insight and a fresh perspective.

8 8 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 ROUND 1 APRIL/MAY/JUNE 2018 The LDEs remain the foundation of the event calendar and whilst the agenda for round one (starting in April) is still being finalised, you can rest assured that we will once again provide a quality day of learning. The blueprint for the event is always to concentrate on the core needs of advisers, with sessions focussing on current market and product developments around pre and at retirement planning, a look at the latest tax issues and initiatives and a timely opportunity to look at the latest hot topics. The day will as always end with our highly regarded regulatory update....the LEARNING AND DEVELOPMENT EVENTS TEAM WILL BE ON HAND DURING 2018 TO HELP YOU NAVIGATE THE SOMETIMES TUMULTUOUS WATERS OF THE ADVISORY SEASCAPE ROUND 1: DATES & VENUES APRIL 2018 Tue 17 Leicester Sketchley Grange Hotel Wed 18 Wetherby Wetherby Racecourse Thu 19 Blackburn Blackburn Rovers Football Club Tue 24 Norwich Dunston Hall Wed 25 Nottingham Eastwood Hall Thu 26 Birmingham National Motorcycle Museum MAY 2018 Tue 1 Belfast Dunsilly Hotel Wed 2 Chester Village Chester St David s Thu 3 Wakefield Cedar Court Hotel Wed 9 Cornwall Lanhydrock Hotel Thu 10 Exeter Sandy Park Conference Centre Tue 15 Wolverhampton The Racecourse Wed 16 Manchester Hallmark Hotel Manchester Airport Tue 22 Cardiff Vale Hotel & Spa Resort Wed 23 Cheltenham Cheltenham Chase JUNE 2018 Tue 5 Southampton Botley Park Hotel Wed 6 Gatwick Crowne Plaza Gatwick Thu 7 Maidstone Marriott Tudor Park Tue 12 Chelmsford Stock Brook Manor Wed 13 Central London Royal Overseas League Thu 14 North London Holiday Inn London/Elstree The additional round will be announced later in the year. BOOK NOW

9 SIMPLYBIZ GROUP EVENTS PROSPECTUS THE LEARNING AND DEVELOPMENT EVENTS ARE THE CORNERSTONE OF OUR ANNUAL MEETINGS PROGRAMME, AND ARE BUILT TO COVER A WIDE RANGE OF SUBJECTS...

10 10 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 INVESTMENT FORUMS Launched in 2012 to meet a growing need amongst our membership to provide dedicated investmentfocussed events, the Investment Forums have become one of our best regarded and most highly attended series of meetings. AT A GLANCE 2 ROUNDS 1 February/March 1 October/November 17 VENUES 1 Nationwide

11 SIMPLYBIZ GROUP EVENTS PROSPECTUS We work hard to ensure that these events cover a huge range of subjects relevant to those operating in the world of investment advice and, like the steadiest of portfolios, we believe each meeting follows a well-balanced, diversified mandate. As such, we believe there is a very, very low risk of you not finding our Investment Forums a profitable use of your time! We will again be running two rounds of events at 17 locations, and the agenda is already shaping up to be one of the best yet. ROUND 1 FEBRUARY/MARCH 2018 The first round of Investment Forums will kick off on 6th February and looks certain to be hugely valuable, with a range of highquality presentations being carefully crafted as we speak. We will be starting the day with a macro-look at the investment markets, with particular focus on European and emerging markets, before focussing on investment strategies including managing risk, passive and active, and infrastructure. In addition, we will, of course, be featuring our own compliance session, which will be taking a first look at the 2018 regulatory landscape and providing relevant and timely information on the upcoming GDPR implementation, MiFID II, and a selection of other hot compliance topics. To finish, once the main presentations have concluded, the SimplyBiz Investment Services team will be running a session to provide some exclusive news about exciting developments to our proposition, which you simply won t want to miss!

12 12 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 DATES & VENUES ROUND 1 AGENDA FEBRUARY 2018 Tue 6 Blackburn Blackburn Rovers Football Club Wed 7 Wetherby Wetherby Racecourse Thu 8 Leicester Sketchley Grange Hotel Wed 14 Cardiff Vale Hotel & Spa Resort Thu 15 Wolverhampton The Racecourse Tue 20 Maidstone Marriott Tudor Park Wed 21 Gatwick Crowne Plaza Gatwick LET S TALK ABOUT HOW YOU CAN SLEEP EASY With markets appearing on the cusp of change, you could face a few sleepless nights. But by understanding the underlying drivers, it may be possible to avert such concerns. Using their recent adviser survey and your input on the day, Fidelity will address the issues that matter most to you head on and arm you with strategies to cope as well as messages of reassurance you can use with clients. Thu 22 Southampton Botley Park Hotel Tue 27 Belfast Dunsilly Hotel Wed 28 Chester Village Chester St David s MARCH 2018 Thu 1 Wakefield Cedar Court Hotel Tue 6 Exeter Sandy Park Conference Centre MANAGING RISK IN AN UNCERTAIN WORLD Invesco Perpetual considers how clients investment decisions are being shaped by their perception of the types and levels of risk in the markets, and at how these risks can be managed though portfolio diversification and how multi strategy products can be used to reduce the risk of an overall portfolio. Wed 7 Cornwall Lanhydrock Hotel Thu 8 Cheltenham Cheltenham Chase Tue 13 Norwich Dunston Hall Wed 14 Chelmsford Stock Brook Manor Thu 15 North London Holiday Inn London/Elstree The additional round will be announced later in the year. BOOK NOW A GUIDE TO EUROPE With many investors still cautious about investing in Europe, JP Morgan takes a look at the current market conditions and at the factors that are raising expectations for growth....we BELIEVE THERE IS A VERY, VERY LOW RISK OF YOU NOT FINDING OUR INVESTMENT FORUMS A PROFITABLE USE OF YOUR TIME!

13 SIMPLYBIZ GROUP EVENTS PROSPECTUS HAVE YOU MISSED THE EMERGING MARKETS SURGE (AGAIN)? Strengthening investment flows and improving returns have driven renewed optimism in emerging markets through much of 2017 but the spectre of political risk has never been far away. BYN will analyse the latest thinking on asset allocation, addressing how the emerging markets can play an important role in the pursuit of attractive growth, while of course trying to control the downside, with an insightful look at the latest trends including AI and self-driving cars! MISSION IMPOSSIBLE A NEW ASSET FOR RETAIL INVESTORS In this session, M&G introduce and explain the definition of infrastructure from an investment perspective and highlight the breadth of opportunity available. DON T MAKE A PASSIVE CHOICE, MAKE AN ACTIVE DECISION BMO introduces some fresh thinking and updated stats on the traditional active vs passive debate. COMPLIANCE During the compliance session we will highlight and discuss the latest regulatory developments, consultations and policy statements as well as covering the requirements of General Data Protection Regulation (GDPR).

14 14 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 MORTGAGE AND PROTECTION EVENTS Anyone involved in the world of mortgages and protection will know that there s never a quiet period! The ownership of property and ability to protect yourself, your family and your assets are core client needs, and yet the related compliance, product development and evolution of the market mean that the mortgage and protection landscape is never static. AT A GLANCE BEST OF THE BEST MORTGAGE MASTERCLASSES MORTGAGE MEETING EVENTS MORTGAGE SHOWCASE PROTECTION EVENTS

15 SIMPLYBIZ GROUP EVENTS PROSPECTUS The SimplyBiz Group delivers events on a wide range of subjects, in a wide range of formats, to ensure we meet the needs of those of our Members who deal in mortgages and protection. BEST OF THE BEST MORTGAGE MASTERCLASSES ROUND 1 Our Best Of The Best Masterclasses feature some of the most renowned and respected names in the world of mortgages. Designed to deliver exclusive insight and respected thought-leadership, these sessions are certainly not to be missed. DATES & VENUES JANUARY 2018 Tue 9 Essex Holiday Inn Basildon Wed 10 Gatwick Cottesmore Hotel, Golf & Country Club Thu 11 Kent West Malling Golf Club Tue 16 Solihull The Limes Country Lodge Hotel Wed 17 Nottingham Eastwood Hall Thu 18 Northampton Brampton Heath Golf Centre Tue 23 Cardiff The Vale Hotel & Spa Resort Wed 24 Bristol The Bristol Golf Club Thu 25 Cornwall Lanhydrock Hotel & Golf Club Tue 30 Stockport Bredbury Hall Hotel & Club Wed 31 Bradford Mercure Bradford Bankfield Hotel FEBRUARY 2018 Thu 1 Hull Cottingham Parks Golf & Leisure Club Tue 6 Bournemouth Dudsbury Golf Club BOOK NOW

16 16 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 MORTGAGE MEETING EVENTS ROUND 1 Our Mortgage Meetings are always a favourite with the Members, offering something for everyone on all the current hot topics. DATES & VENUES FEBRUARY 2018 Tue 27 Glasgow Hampden Park Wed 28 Newcastle Village Hotel Newcastle MARCH 2018 Tue 6 Nottingham Village Hotel Nottingham Wed 7 Warrington Statham Lodge Hotel Thu 8 Coventry Ricoh Arena Tue 13 Cardiff The Vale Hotel & Spa Resort Wed 14 Bristol The Kendleshire Golf Club Thu 15 Cornwall Lanhydrock Hotel & Golf Club Tue 20 Leeds Village Hotel Club Leeds South Thu 22 Ipswich/Norwich Lynford Hall Country House Hotel APRIL 2018 Tue 24 North London Holiday Inn London/Elstree Wed 25 Gatwick Crowne Plaza Felbridge Thu 26 Essex Holiday Inn Basildon The additional round will be announced later in the year. BOOK NOW MORTGAGE SHOWCASE Three dates across the UK, more information coming soon. Mortgage Showcase follow a tried and tested format where you ll be able to speak with over fifty lenders and providers plus other supporting services in our extensive marketplace. Their availability gives you the opportunity to discuss both your clients and business needs in depth with the representatives who will be available all day. In addition, we have developed a highly insightful seminar programme to ensure you get the inside track on what s happening in our sector, the key topics, opportunities and tips and hints regarding how you and your clients can get the most from your conversations. Showcase also offers panel debates that will allow you to hear from key industry personnel on a variety of matters. This will help you arm yourself with useful information the next time you speak with your client base, keeping your knowledge one step ahead of the competition.

17 SIMPLYBIZ GROUP EVENTS PROSPECTUS PROTECTION EVENTS It s often said that protection is the cornerstone of any robust financial plan, and our Protection Events ensure that you have access to the leading lenders in this market, are first to hear about new and evolving products and can gather information on what may be the most suitable range of cover for your clients. DATES & VENUES APRIL 2018 Tue 17 Glasgow Hampden Park Wed 18 Newcastle Village Hotel Newcastle Thu 19 Haydock Holiday Inn Haydock M6 J23 May 2018 Tue 1 Norwich Lynford Hall Hotel Wed 2 East Midlands Hilton East Midlands Airport Wed 9 Bradford Mercure Bradford Bankfield Hotel Thu 10 Coventry Ashorne Hill Thu 17 Cornwall Lanhydrock Hotel & Golf Club Tue 22 Essex Holiday Inn Basildon Wed 23 Gatwick Crowne Plaza London Gatwick Thu 24 North London Holiday Inn London/Elstree JUNE 2018 Wed 6 Bristol The Kendleshire Golf Club Thu 7 Cardiff The Vale Hotel & Spa Resort BOOK NOW

18 18 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 SPECIALIST INVESTMENT EVENTS Although our Investment Forums cover a wide range of general investment issues, we understand that, in order to trade as independent, advisers also need information on more esoteric areas of the market, or just more in-depth knowledge on specific areas. For this reason, we run some specialist investment events throughout the year, including On The Road Conferences and Tax Efficient Investing meetings. AT A GLANCE ON THE ROAD CONFERENCES TAX EFFICIENT INVESTING WORKSHOPS

19 SIMPLYBIZ GROUP EVENTS PROSPECTUS ONE THE ROAD CONFERENCES SimplyBiz Investment Services and its hand-picked partners will be coming together this summer to bring you a host of support and information covering the whole gamut of the investment advice process. From spotting market opportunities and new innovations in products, to operational procedures and technology, the On The Road Conferences will ensure advisers have access to all the latest news from the world of investments. TAX EFFICIENT INVESTING WORKSHOPS These workshops, new for 2018, will cover the products most appropriate to help your clients investments work best for them. Events covering specialist market areas such as these have proven extremely popular with Members previously, and your feedback tells us that tax efficiency is currently of great interest. The Tax Efficient Investing Workshops will include expert sessions on everything from mainstream products like ISAs right through to products more off the beaten track, such as EISs. Whilst tax efficient investing will not be suitable for all of your clients, these events will help you to analyse where you would like to utilise them, if at all. The regulator s focus on tax efficiencies, coupled with the requirements brought in with the implementation of the RDR that all independent advisers need to consider the whole of the market for clients, mean that these workshops will be extremely valuable as part of your development programme.

20 20 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 SCOTLAND AND THE NORTH EAST For SimplyBiz Members operating in Scotland and the North East, we can also offer access to a number of events which are run by Compliance First, part of The SimplyBiz Group. AT A GLANCE 5 ROUNDS 1 January/February 1 March 1 May 1 September 1 November 5 VENUES 1 Scotland/ North East of England

21 SIMPLYBIZ GROUP EVENTS PROSPECTUS All SimplyBiz Members based in Scotland and the North East are welcome to attend these events, which run throughout the year at five key venues: 1 Aberdeen 1 Falkirk 1 Glasgow 1 Edinburgh 1 Durham* * Please note that Durham is a Group event ROUND 1 These events will usually follow the format of the SimplyBiz Learning and Development Events. DATES & VENUES JANUARY 2018 Tue 30 Edinburgh Norton House Hotel & Spa Wed 31 Durham Durham County Cricket Club FEBRUARY 2018 Tue 6 Falkirk Macdonald Inchyra Hotel & Spa Wed 7 Aberdeen Holiday Inn Aberdeen West Thu 8 Glasgow Hampden Park Additional rounds will be announced throughout the year. BOOK NOW

22 22 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 THE ADVICE SHOW The Advice Show is a live broadcast featuring an array of industry leaders discussing the big issues shaping our industry and it s broadcast straight to your laptop, phone or any other device, wherever you are, meaning you don t have to go anywhere to get all the latest news, views and insight. AT A GLANCE THE ADVICE SHOW THE ADVICE SHOW BITE SIZE MI LIVE

23 SIMPLYBIZ GROUP EVENTS PROSPECTUS For 2018, we are bringing you even more that s more opportunities to tune in, more opportunities to hear from some of the leading industry figures and more opportunities to pose questions. SCHEDULE FOR 2018 January March May July September November MAIN EVENT Advice Show Bite Size Advice Show Main Show MI Live Advice Show Bite Size Advice Show Main Show MI Live We will broadcast two full programmes in March and September, tackling a whole host of issues and opportunities from the markets, challenges and opportunities facing the advisory sector, technology and more. The programme will usually run for four hours, allowing you to tune in and watch the entire programme or just select the bits of interest to you this truly is your programme. BITE SIZE To complement our main programme, and to ensure you are always right up-to-date with the latest goings on, we will bring you Advice Show Bite Size a two hour special in January and July. 19 JANUARY Break Close Market overview A look at the markets for the year ahead Exclusive interview with Neil Stevens, joint CEO of SimplyBiz Group, on his thoughts for 2018 the challenges, the opportunities and what SimplyBiz is doing to support firms in the year ahead Regulatory landscape A look at what we can expect, from Head of Policy, Richard Nuttall Hot topic Insight into the world of DB Transfers with Scottish Widows and Creative MI LIVE New for 2018, we will be bringing you a dedicated Mortgage and Insurance show, providing you with two hours of insight into these markets and the opportunities that lie ahead. BOOK NOW

24 24 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 WEBINARS Whilst we understand the significant value of face-to-face educational events, we also know that every day out of the office means less time to spend with your clients! Therefore, our online learning and development events mean that you can still benefit from relevant sessions from the comfort of your home, office.. or anywhere else with a wifi connection!

25 SIMPLYBIZ GROUP EVENTS PROSPECTUS The SimplyBiz Group delivers webinars on a wide range of subject areas, presented by members of the team and our key partners. Generally between one and two hours long, each online session is built to the same high-standard as our face-to-face events. Included in the programme are educational training events, demonstrations of new technology and systems and updates on products or initiatives introduced by our partners. Some of our best attended webinars from 2017 included: 1 APS LEGAL & ASSOCIATES Will writing, estate planning and probate 1 NMBA WORKPLACE SOLUTIONS Maximising business protection opportunities 1 ROYAL LONDON Pensions what s on the horizon? 1 ARCHITAS Fund manager thoughts 1 UNUM The opportunities with care fee advice and intergenerational planning TRAINING As well as our learning and development programme, we will also be running a series of training workshops throughout the year. These workshops will operate on a more intimate basis allowing for real hands-on experience. So, whether you are looking to adopt new technology, or develop new skills, our workshops are there to support you every step of the way. Best of all, if you miss an online event, or just want to have a second look, you can access recordings of all of our online events through the Adviser Media Player.

26 26 SIMPLYBIZ GROUP EVENTS PROSPECTUS 2018 HOW TO BOOK Booking on the Simply Events page couldn t be easier Log-in at and visit the Simply Events microsite, which can be found under Events, Webinars & CPD on the homepage. CHOOSE YOUR EVENT Choose your event by clicking on one of the coloured boxes. SELECT YOUR VENUE Select your venue from the list and click book now. MAKE YOUR FORUM BOOKING Click the corresponding registration buttons and click book now.

27 Our events are supported by our partners, including: SIMPLYBIZ GROUP EVENTS PROSPECTUS

28 The John Smith s Stadium, Stadium Way, Huddersfield HD1 6PG Tel: Fax: simplyevents@simplybiz.co.uk

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