EXETER GOLF & COUNTRY CLUB

EXETER

EX2 7AE

Albemarle Street Partners

‘The rational case for optimism’: How entrenched pessimism not cautious optimism is the scourge of good financial planning

After a year of economic shocks it is easy to become despondent about the future. Indeed leading economic figures have been telling us that the future will be bleaker than the past for years to come. Albemarle’s Charlie Parker will argue that overly negative investing, and financial planning, is far more likely to stop client’s reaching their goals than cautious optimism. But to understand why we need to hear how today’s problems are just the echo of history.

NS&I

The unique NS&I - Premium Bonds, Green Savings Bonds & creating a closer bond with financial advisers

Cash is no longer a peripheral concern in the financial advice industry, but is instead considered an essential part of any financial plan. The topic of cash deposits and liquidity has become much more important since the Retail Distribution Review, the growth in the holistic financial planning model and the sustained period of uncertainty over the last decade.

This presentation considers the unique position NS&I plays in this evolving market and, more importantly, how NS&I can help you manage the cash deposits element of your clients’ portfolio.

Questions answered: 

How does NS&I fit into holistic financial planning? 

What are the options available? 

How can we get easier access to information on our clients’ NS&I holdings?

You can expect to gain a solid understanding of NS&I’s background, operating framework and why they are able to offer 100% security on all funds, even above the FSCS limit.

It will also cover how their unique products fit into your clients’ financial portfolio, whilst also giving you added insight into the world of Premium Bonds.

Ever been told that only newer numbers win Premium Bonds or that you can only win if you live in the South East? Attend NS&I’s session for answers to the most common Premium Bond myths. You’ll also hear more about NS&I’s most recent product, Green Savings Bonds… a world first!

Learning Objectives:

• To understand NS&I’s unique position in the advice market and why this is relevant to you and your clients
• To be able to distinguish Premium Bond fact from fiction, whilst also being able to describe the key benefits NS&I products can have for your clients’ financial plan
• To find out about the Green Savings Bonds product
• To recognise how NS&I’s new online service can benefit your firm and be able to register using our five easy steps

For UK professional advisers only

Speakers

Charlie Parker Managing Director Albemarle Street Partners

Charlie is responsible for the overall strategy at Albemarle Street Partners. He was previously the head of portfolio management for Sanlam UK and a director of Neptune Investment Management. He began his career as an investment journalist and commentator for both the print and broadcast media.

Andrew Pike, Head of Intermediary Relationships, NS&I

Andrew manages NS&I’s key relationships with the intermediary market, including the professional bodies, and oversees NS&I’s overall proposition for financial planners and paraplanners. He has over twenty five years’ experience in marketing and business development, including the last nineteen years with NS&I, where he has also managed NS&I’s retail partnerships.