PROD Off?! Roadshows

Our team of industry experts are inviting you to attend a free morning course focusing on the latest regulation facing advisers; PROD.

What can I expect?

Join us this summer to see how Adviser suitability recommendations
and your standard research will be impacted by these new governance rules.

This course is a great opportunity for you to find out how these rules are put in to effect
to support your clients in our business.

Speakers and agenda

Sarah Lyons

Sarah Lyons
Chief Marketing Officer

Does the regulator ever sleep?

After MIFID II, costs and charges reporting, 10% loss reporting, Adviser as client, Retirement Outcomes Review, PS18/6 and the Investment Platforms Market Study, we now face ‘PROD’. But what is it and do we need to worry?

Peter Dalgliesh

Peter Dalgliesh
Managing Director, PIM

Market update

Like regulation, the world’s investment markets are in a state of continual evolution. Peter will offer his view of what is giving markets direction in mid-2019 and bring into focus our latest solution for clients liquidity goals and one of our most successful, long standing portfolios. Both offer particular attractions, to different investors, in these times of change and increasing regulatory scrutiny such as PROD.

Patrick Ingram

Patrick Ingram
Head of Strategic Partnerships

Sticker Price Retirements

Planning your finances in later life is complicated, even if you’re very rich, and then perhaps it gets even more complex. In his technical session, Pat will investigate the concept of ‘sticker price’ retirements – for Standard Retirement, Comfort and Elite Retirements. Understanding clients’ objectives is the first rule of financial planning – does PROD play an additional or complementary role?