30th April 2015

NMBA: Business evolution forum

Following excellent Adviser feedback at last year's events, NMBA are pleased to announce the return of another series of our highly regarded Business Evolution Forums, available to book now - at our cost.

NMBA's interactive forums provide a great opportunity to fully engage with experts, listen to their advice, have discussions with your peers, and ask questions relevant to your individual and business needs over a broad range of topics, including a retirement focus.

These full-day event concentrate on the long term sustainability and profitability of your business, through education, including up to 5 hours of Structured CPD over 9 beneficial topics - a great use of your time.

Each session will provide you with action points and ideas to implement into your business.

Business Evolution Forums provide the perfect environment for you to create realistic and effective solutions for your development, to benefit your clients.

The day will cover the following Retirement sessions:

• Answering the Annuity conundrum. - Examining research from the FCA, how to balance insurance and investment and analyse the 'top 10' questions Advisers may have.
• Practical planning implications of the new pension world. - This will be an interactive session looking at the opportunities and pitfalls of flexible pensions and pension death benefits.
• Effective tools to support your Later Life Advice. - Demonstrations of a range of new tools to ensure your advice is robust, fit and ready for the new world of 'Freedom and Choice'.
• Helping your clients to efficiently maximise income in retirement. - Maximising secure income tax efficiently, help clients maintain flexibility, succession planning and opportunities for referrals.
• The biggest change in Pensions in a generation - What's your plan to take advantage of the opportunity? - How to manage the potential within your client bank as well as ensuring your client proposition is fit for purpose.

The day will also cover the following sessions:

• Investment Trusts - Opportunities to embrace not ignore. - An overview of Investment Trusts, what sets them apart from other collectives, and the attractive features for today's investor.
• Intelligent Diversification - A blended approach. - Understand the wider investment universe and to diversify using passives and specific asset classes using ETPs.
• Who, What, Why, How: A guide to understanding fund rating agencies. - Exploring the main fund rating agencies, their methodologies, differences, and clarify their role in investment fund selection.
• Inheritance Tax Planning Update. - Key IHT planning solutions, misconceptions, proposed changes to trusts, impact on trustees, and the new anti-avoidance rules.

Dates and Locations

Bolton - Macron Stadium - Tuesday 12th May - 09:00 - 15:40

West Midlands - Forest of Arden Marriott Hotel - Wednesday 13th May - 09:00 - 15:40

South Wales - The Vale Resort Hotel & Spa - Thursday 21st May - 09:00 - 15:40

Scotland - Murrayfield Stadium - Tuesday 26th May - 09:00 - 15:40

London - Goldsmith's Hall - Tuesday 2nd June - 09:00 - 15:40

Benefits of the day

• ·       Up to 5 hours of CPD.
• ·       Attend FREE, at our cost - great value for you.
• ·       Help towards your own CPD requirements.
• ·       Leave with improved knowledge and confidence.
• ·       Engage with industry experts over a wide range of topics.
• ·       Ask questions relevant to your own practice needs.
• ·       Learn solutions that you can embed into your business.
• ·       Interact and share knowledge with your peers.
• ·       Tap into a wealth of knowledge and experience in one day.
• ·       Receive follow up information, tools and templates.

For more detailed information about the events and to book you free place, register on the NMBA website and visit the' Events' section.

register here

Places are limited, so book today to avoid disappointment.

Partner Events, CPD, Business Development