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FTAdviser Breakfast Briefing

Smooth Transitions: Detangling the complexities of intergenerational wealth transfer

London |
Speakers include:
Ima  Jackson-Obot

Ima Jackson-Obot

Financial Adviser and FTAdviser

Hayley North

Hayley North

Rose & North

John  Porteous

John Porteous

Charles Stanley

Overview

Intergenerational wealth transfers represent far more than just a change in clientele. At their heart is a complex web of family relationships that must be fully understood and navigated by advisers. As such, finding a common language and having difficult conversations remain at the heart of ensuring the inherited wealth fulfils its intended purpose. Tallying these priorities with a client's own plans for their legacy is a crucial part of modern financial advice. And, at a time when almost half of financial advisers do not have any relationship with their clients’ children, this conversation is becoming ever more important for advisers' own businesses.

This exclusive breakfast briefing held by FTAdviser, in association with Charles Stanley, will bring together IFAs to examine more closely their role as trusted advisers in the intergenerational transfer journey, and look at how they can engage with client families in a constructive and purposeful way.

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fallback Add to my Calendar 01/28/2020 08:00:0001/28/2020 10:30:00falseFTAdviser Breakfast BriefingIntergenerational wealth transfers represent far more than just a change in clientele. At their heart is a complex web of family relationships that must be fully understood and navigated by advisers. As such, finding a common language and having difficult conversations remain at the heart of ensuring the inherited wealth fulfils its intended purpose. Tallying these priorities with a client's own plans for their legacy is a crucial part of modern financial advice. And, at a time when almost half of financial advisers do not have any relationship with their clients’ children, this conversation is becoming ever more important for advisers' own businesses.This exclusive breakfast briefing held by FTAdviser, in association with Charles Stanley, will bring together IFAs to examine more closely their role as trusted advisers in the intergenerational transfer journey, and look at how they can engage with client families in a constructive and purposeful way.FTAdviser-Breakfast-Briefing778bf95d04fdb7c8777f702fabcf1fafMM/DD/YYYY

Chair (1)

Ima  Jackson-Obot

Ima Jackson-Obot

Deputy Deatures Editor
Financial Adviser and FTAdviser

Ima Jackson-obot is deputy features editor at Financial Adviser and FTAdviser. She has worked for the title since July 2017 after spending the previous four years working as a journalist for an insurance trade title. 

Speakers (2)

Hayley North

Hayley North

Chartered Financial Planner
Rose & North

Hayley founded Rose & North in 2012. She is a Chartered Financial Planner & Fellow of the PFS and has over 21 years of experience in financial services including working for banks such as Barclays, Bank of America and Capital One. Passionate about inclusivity both within the profession and in the broader context of the 'advice gap'; Hayley believes everyone should have access to the advice they need.

John  Porteous

John Porteous

Group Head of Distribution
Charles Stanley

John has over 25 years’ experience within the Wealth Management industry. He joins from Quilter where he held the position of group Retail Customer Solutions Director. Prior to that, John was the Director in charge of overall Client Proposition at Tilney (formerly Towry).

Over the years, John has been a passionate supporter of industry matters as a former Chairman of the Society of Financial Advisers, past Director of the Institute of Financial Planning and Council member (larger firms) of APFA.

John holds a 1st class honours degree in Financial Services Management from Edinburgh Napier University and is both a Chartered Fellow of the Institute for Securities and Investment and Fellow of the Personal Finance Society as a Chartered Financial Planner.

Agenda - 28th Jan

  • 8:00am
    Arrival and breakfast
  • 8:30am
    Introduction

    Ima Jackson-Obot, Deputy Features Editor, Financial Adviser and FTAdviser

  • 8:35am
    Insights from John Porteous, Group Head of Distribution, Charles Stanley
  • 8:45am
    Presentation from Hayley North, Chartered Financial Planner, Rose and North
  • 9:00am
    Roundtable Discussion
  • 10:00am
    End of discussion and coffee networking

Sponsored by (1)

At Charles Stanley, our investment services are designed to give you the time to look after the personal and professional relationship with your clients whilst we, operating within your agreed parameters, take over the responsibility of looking after your client’s investments. With more than 200 years’ proven experience, we have created financial security for many tens of thousands of people, and as at 31 March 2019 manage and administer in excess of £24 billion. Depending on your requirements, we will work with you to implement an investment solution that is right for your client via our Bespoke Discretionary Fund Management service, Passive model portfolios or Inheritance Tax Portfolio service.

Presented by (1)

FTAdviser.com is dedicated to the financial intermediary market covering investments, mortgages, pensions, insurance, regulation and other key issues. 

The strength of FTAdviser.com comes from dedicated up-to-the-minute news articles and in-depth commentary written by the FTAdviser.com team, combined with the expertise of Financial Adviser and Money Management magazines, whose content feeds directly into the site.

Venue

Bracken House
1 Friday Street
London EC4M 9BT

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Contact us

Sarah Fal
Event Content Producer
FT Specialist
Claire Harris
Senior Marketing & Communications Manager
FT Specialist