Focusing on what matters right now
Looking for the recordings from our illuminate live reimagined series?
Four great
speakers
Over four
weeks
All delivered
online
Focusing on
what matters
Illuminate live focus
Following the recent success of illuminate live reimagined we've been delighted to bring you another series of 1 hour Thursday lunchtime events to guide and inform you. Illuminate live focus brought together four experts with a particular emphasis on the here and now and what financial planners need to think about to help their clients navigate these challenging times.
llluminate live focus took place online but was no less lively than our in-person events with you our viewers able to pose your questions to the experts both in advance and during the events. If you missed our recent illuminate live reimagined events, curated by NextGen planners, the recordings are still available to watch.
Neil Bage
Be-IQ
Behavioural impacts of a strange and unique 2020
2020 has been a challenging year for everyone. Never before have a series of life events combined to create a landscape of uncertainty and anxiety. Advisers, going through exactly the same events, have had to step up and engage with clients on subjects that are mainly based on emotions or how people are feeling.
Neil will look back at the last 6 months and explore how clients would have navigated this unique landscape. He will then discuss the telltale signs to look out for in order to be proactive and have a framework to know who to speak to, when to speak to them and what to speak to them about.
By the end of this online session you should be able to:
Describe how clients may have felt and likely behaved during the early part of the pandemic
Explain the impact this would have on their overall wellbeing
Outline the role emotions played and will play in the future
Neil is the founder of the multi-award winning Be-IQ. He works closely with some of the most influential financial brands in the world, and regularly features as a keynote speaker, focusing on the sub-conscious behaviours that drive our financial decisions. He is an expert at bridging complex theory with real-world understanding.
Thursday 19 November, 1pm - 2pm
Julie Littlechild
Absolute Engagement
How will your client experience need to evolve?
Things have changed.
They have changed for you and they have changed for your clients and that raises an important question.
Julie, CEO of Absolute Engagement and a leading expert on client experience and engagement, will share international research and a step-by-step plan to assess your client experience, take action and leverage that plan to drive extraordinary growth.
By the end of this online session you should be able to:
Predict how your clients’ needs, challenges and expectations may have changed
Consider how those changes should impact your client experience
Determine what the risk is of doing nothing
Identify what you should do next
Julie is a recognised expert on the drivers of client engagement and a popular speaker on how client experience is being disrupted and how to leverage those trends to drive referrals.
She has worked with and studied successful financial advisors and their clients for more than twenty-five years. Prior to founding Absolute Engagement, Julie launched and ran one of the industry’s leading research firms, focused on client engagement. She is the author of a popular blog, the co-host of the Becoming Referable podcast and the author of The Pursuit of Absolute Engagement.
Julie sat on the national board of the Financial Planning Association, was twice identified as one of the 25 Most Influential People in Financial Planning by Investment Advisor Magazine, and won the Influencer Award in practice management from Financial Planning Magazine. She holds an MBA from the University of Toronto.
Tony Wickenden
Technical Connection
Paying for whatever it takes
Tony will be considering what future tax changes could emerge within the context of the current Government debt/GDP ratio. He will be focussing on income tax, NIC, Corporation Tax, CGT, IHT and the possibility of a Wealth Tax … and what all of that might mean for financial planning strategy.
By the end of this online session you should be able to:
Describe the potential impact of increasing Government debt on future taxation
Explain the ways in which income tax, NIC, Corporation Tax, CGT and IHT could be impacted and what a Wealth Tax could look like
Understand how you can prepare to change your financial planning strategy to respond to future changes
Tony is Joint Managing Director of Technical Connection. He provides relationship, project and thought leadership in serving our institutional and adviser clients. This includes the design and implementation of tax planning and marketing solutions and strategies for product providers, platforms and fund management groups.
Tony also provides leadership in relation to the development and maintenance of the Techlink suite of services, adviser and consumer tools and all of Technical Connection's on-line solutions.
Tony regularly contributes content on tax planning development to various professional and sector publications as well as delivering presentations at financial services, tax and trust conferences for clients and professional bodies.
Thursday 3 December, 1pm - 2pm
Claire Trott
Technical Connection
How will Covid-19 impact your client's retirement plans?
Claire will be looking specifically at the potential impact of the pandemic on pensions. She'll consider the long term impact of furlough, how redundancy may affect your client's pension and what those looking to retire during these tricky times need to know.
By the end of this online session you should be able to:
Describe the long term impact of furlough on client's pensions
Explain the impact of redundancy on pensions
Support clients who are looking to retire in the near future
Claire has worked in the pensions arena for the whole of her career which has ranged from a financial adviser dealing with pension transfers to helping advisers deal with the complexities of SIPPs and SSAS in a post simplification environment. Her role with Technical Connection continues to build on her ability to communicate clearly with various audiences using a wide array of media.
In addition to giving presentations to advisers and answering queries on complex pension issues, she writes regular blogs and articles and comments in the press on topical pension issues.
Claire is also the chair of the Association of Member-directed Pension Schemes, the SIPP and SSAS trade body.