Synaptic Guides
Capita Financial Software User Forum
Thursday 9th September 2010, Kempton Park Racecourse, Middlesex
Agenda Information
Guest speaker, Suzy Jagger
Politics and Business Correspondent for The Times of London newspaper.
Suzy has worked as the Business News Editor – responsible for driving the day-to-day news agenda for the business pages of the newspaper – and as the US Business Correspondent, based in New York.
Capita Financial Software User Forum
Thursday 9th September 2010, Kempton Park Racecourse, Middlesex
Venue Details
Event Information
Kempton Park Racecourse
Staines Road East
Sunbury-on-Thames
Middlesex TW16 5AQ
Tel: +44 (0) 1932 782 292
Fax: +44 (0) 1932 782 044
Email: kempton@rht.net
Web: www.kempton.co.uk
How to access trusts documentation within Synaptic Research
Developing a Trustee Investment Advice Process
An overview by Julie Hutchison, Head of Estate Planning and Jenny Holt, Head of Investment Thought Leadership
Background
For more information:
STEP Qualifications: a bridge between professions
STEP has changed a great deal as a professional body since it was first established in the early '90s. At one time, certainly in UK, it very much comprised solicitors and accountants with a few bankers too. And it was inward looking, acutely sensitive to the perception that it was principally concerned with HNW clients and offshore business. The economic benefits of this HNW group and business conducted through International Finance Centres have largely been established (International Finance Centers and the World Economy by Professor James R Hines Jr).
The benefits of developing professional connections
There are two principal benefits to IFAs in developing professional connections.
First, solicitors' and accountants' clients tend to fit the profile of the ideal IFA client – to a large extent middle-aged to elderly and reasonably well heeled, or business owners. They are also accustomed to seeking professional advice and paying a fee for it, and in many cases there is a financial dimension to the legal and accountancy services they receive.
Trusts – an acquired taste?
For many, trusts are the legal equivalent to marmite – you either love 'em or hate 'em! But need it be that way? Acquiring a taste for them is surely a third option as the benefits they offer may, like marmite, be good for you.
By benefits, I mean not only the advantages they bring to your clients, but being comfortable with the concept of trusts can open endless opportunities for your business.
How can this be achieved?
For more information:
The Synaptic guide to working with trustees
Welcome to the Synaptic guide to working with trustees
Position for the best, protect against the worst
Most people wouldn’t think twice about insuring their house and car, even their cats and dogs, so why not insure their pension income? After all it’s one of their most important assets and one which they plan to rely on for the years to come.
Income guarantees are essentially insurance policies, protecting retirees from some of the risks they face. One of those risks is outliving income, or longevity risk.
Guaranteeing results in the advice process
Advisers are emerging from the challenges of the recession and unprecedented stock market volatility to find that while confidence may be returning the issues of the recession have not gone away.
It is clear that providers must focus on restoring consumer confidence by providing products consumers want thereby helping advisers in the advice process, and reducing the risk of consumers buying products that don’t meet their needs.
The rise of unit-linked guaranteed products is a major part of the response from providers and MetLife research shows they have
