The Latest Intelligence on Tech, Investing and Tax Planning

New & Next

30th August 2023 - Aviva, Pitheavlis, Perth, PH2 0NH

28th September 2023 - Tankersley Manor, Church Lane, Barnsley S75 3DQ

Book For New & Next

Your Speakers

Stewart Dick

Regional Sales Manager, Wesleyan

Nick White

Regional Sales Manager, Wesleyan

Laurentius van den Worm

Investment Strategist, Timeline

Paul Schrijver

Head of Bonds, Canada Life

Keith Furniss

Director of Sales, Novia

Stewart’s career in financial services has spanned over 20 years, primarily focussed in pensions and investments having worked with businesses including Hornbuckle Mitchell, Rowanmoor and LV= prior to joining Wesleyan last year.  As Regional Sales Manager for Scotland and Northern Ireland, Stewart is part of the team bringing Wesleyan’s on-platform with profits fund to the intermediary market and is enjoying delivering a genuinely innovative solution to advisers and their clients.       
Nick started working in financial services with what was then Yorkshire General at their Head Office in York and has never left the industry. Having started in the Pension Claims department he has always had a leaning towards pensions and has worked with the likes of James Hay, Rowanmoor and Westbridge SSAS before joining Wesleyan last year.  As Regional Sales Manager for Yorkshire and the North East, Nick is part of the team bringing Wesleyan’s on-platform With Profits fund to the intermediary market and is enjoying delivering a genuinely innovative solution to advisers and their clients.

Laurentius van den Worm joined the Timeline Investment team in January 2022.

Laurentius has seven years of experience in the South African capital markets. In his previous role, he served as an investment analyst and financial consultant in the wealth management industry in South Africa, where he gained experience in various financial activities, including portfolio management, investment research, financial analysis, and wealth management.

Laurentius holds a Bachelor of Commerce degree in Investment Management and a post-graduate diploma in financial planning from Stellenbosch University. He obtained his CFP® designation in South Africa in 2017 and is CFA Level 3 qualified.

Paul Schrijver works with financial services professionals , accountants and solicitors throughout the UK in his new role as head of Bond Sales for Canada Life. Prior to this Paul spent 22 years with Quilter/ Skandia as a specialist in Tax & Trust planning where he helped many advisors to create solutions for Individuals , corporates and Trustee clients.  Paul is a Chartered Financial planner and a fellow of the CII and has been in financial services for over 30 years.
Keith began his career in Financial Services working in Sales for Equity and Law. Since then he held senior sales management positions with businesses such as Scottish Life and AXA.  Prior to Novia, Keith was Regional Sales Manager for AXA covering the London area and helped the launch of their own WRAP. He has also boosted his experience by spending time within a large regional IFA practice.

Keith says that "at the beginning there was no doubt that Novia's reputation as a rapidly expanding and fast moving business was a big pull for me, but I think the key attraction of Novia was its genuine desire to offer Advisers more than just the minimum required of a wrap platform. Since then the continued innovation Novia has delivered proves to be key for both new and existing clients."
Stewart Dick:

Stewart’s career in financial services has spanned over 20 years, primarily focussed in pensions and investments having worked with businesses including Hornbuckle Mitchell, Rowanmoor and LV= prior to joining Wesleyan last year.  As Regional Sales Manager for Scotland and Northern Ireland, Stewart is part of the team bringing Wesleyan’s on-platform with profits fund to the intermediary market and is enjoying delivering a genuinely innovative solution to advisers and their clients.        

Paul Schrijver:

Paul Schrijver works with financial services professionals , accountants and solicitors throughout the UK in his new role as head of Bond Sales for Canada Life. Prior to this Paul spent 22 years with Quilter/ Skandia as a specialist in Tax & Trust planning where he helped many advisors to create solutions for Individuals , corporates and Trustee clients.  Paul is a Chartered Financial planner and a fellow of the CII and has been in financial services for over 30 years.

Nick White:

Having started in the Pension Claims department he has always had a leaning towards pensions and has worked with the likes of James Hay, Rowanmoor and Westbridge SSAS before joining Wesleyan last year.  As Regional Sales Manager for Yorkshire and the North East, Nick is part of the team bringing Wesleyan’s on-platform With Profits fund to the intermediary market and is enjoying delivering a genuinely innovative solution to advisers and their clients.   

Keith Furniss:
Keith began his career in Financial Services working in Sales for Equity and Law. Since then he held senior sales management positions with businesses such as Scottish Life and AXA.  Prior to Novia, Keith was Regional Sales Manager for AXA covering the London area and helped the launch of their own WRAP. He has also boosted his experience by spending time within a large regional IFA practice.
Laurentius van den Worm:

Laurentius has seven years of experience in the South African capital markets. In his previous role, he served as an investment analyst and financial consultant in the wealth management industry in South Africa, where he gained experience in various financial activities, including portfolio management, investment research, financial analysis, and wealth management.

N&N2

The Latest Intelligence on Tech, Investing, and Tax Planning. New & Next!

Introducing our distinguished panel of speakers, consisting of renowned industry experts who will explore essential areas of interest. We are delighted to welcome Stewart Dick and Nick White, both esteemed Regional Sales Managers at Wesleyan. Stewart will take the stage in Perth, captivating the audience with his presentation on "The History and Evolution of With Profits." Meanwhile, Nick will deliver his insightful talk in Sheffield. Get ready for an enlightening experience with these exceptional speakers.

Next, we have Paul Schrijver, the Head of Bonds at Canada Life. Paul will shed light on the recent capital gains tax (CGT) and dividend tax changes and their implications for General Investment Accounts (GIAs) and Bonds.

Laurentius van den Worm, the Investment Strategist at Timeline, will then take the stage to discuss the crucial topic of benchmarking and index selection in portfolio management and performance evaluation.

Last but not least, we have Keith Furniss, the Director of Sales at Novia. Keith's presentation will delve into the evolution of the tech stack within the financial industry.

Sheffield Agenda

Agenda for the Sheffield event
  • Created with Lunacy
  • Created with Lunacy
1-May-10-2023-12-19-19-6115-PM
8:15

Arrival and registration of the event

 

2-May-10-2023-12-21-12-1148-PM
9:00

Nick White, Regional Sales Managers at Wesleyan

 

3-May-10-2023-12-21-12-1145-PM
9:40

Benchmarking and Index Selection in Portfolio Management and Performance Evaluation

4
10:20

We pause for a short 10-minute Break

 

5-3
10:40

CGT & Dividend Tax changes. What that means for GIAs & Bonds

6
11:20

Our last session, The Evolution of the Tech Stack

 

7-2
12:00

The event closes as we break for lunch

 

Perth Agenda

Agenda for the Perth event
  • Created with Lunacy
  • Created with Lunacy
1-May-10-2023-12-19-19-6115-PM
9:15

Arrival and registration of the event

 

2-May-10-2023-12-21-12-1148-PM
9:45

The History and Evolution of With Profits

 

3-May-10-2023-12-21-12-1145-PM
10:25

Benchmarking and Index Selection in Portfolio Management and Performance Evaluation

4
11:05

We pause for a short 10-minute Break

 

5-3
11:20

CGT & Dividend Tax changes. What that means for GIAs & Bonds

6
12:00

Our last session, The Evolution of the Tech Stack

 

7-2
12:40

The event closes as we break for lunch

 

The Agenda

1-May-10-2023-12-19-19-6115-PM

8:15

Registration

2-May-10-2023-12-21-12-1148-PM

9:00

The History and Evolution of With Profits

3-May-10-2023-12-21-12-1145-PM

9:40

Benchmarking and Index Selection in Portfolio Management and Performance Evaluation

4

10:20

Break

5-3

10:40

CGT and Dividend Tax changes and what that will mean for GIAs and Bonds

6

11:20

Evolution of the Tech Stack

7-2

12:00

Close & Lunch

Need Further Info on the Sessions?

Looking at the development of with profits funds over time (conventional and unitised, different bonus types, smoothing, MVRs etc.), leading up to the most modern iteration of WP with the addition of with profits to the platform universe and their inclusion in modern model portfolio construction.
Here's a rundown of the session:
  • Illustrate the fundamentals of indexes and how to select the most appropriate index for your portfolio.
  • Analyse the importance of benchmarking and how it can help you accurately evaluate portfolio performance.
  • Provide insights into using the right index for informed investment decisions.
  • Compare different industry benchmarks and their validity for your portfolio.
Comprehend the changes to capital gains and dividend taxation announced in Autumn Statement 2022 and how this relates to fulfilling your consumer duty requirement
 
Apply knowledge of the features and benefits of investment bonds and how they can provide tax efficient investing for your clients. Consider other factors you should look at when building a holistic financial plan.
Whilst all around us technology is driving innovation and delivering business efficiency, in the UK Financial Services market we are really dragging our heels.  We use technology to save time and cost, reduce risk and bring efficiency and to help us scale.  However, we are approaching a time where the available technology could begin to limit that.
 
As a large part of the adviser tech-stack, the UK Platform market is at an inflection point.  Let’s discuss the next era of Platform technology and how that could sit within and support the adviser tech-stack going forward

Need Further Info on the Sessions?

The History and Evolution of With Profits:

Looking at the development of with profits funds over time (conventional and unitised, different bonus types, smoothing, MVRs etc.), leading up to the most modern iteration of WP with the addition of with profits to the platform universe and their inclusion in modern model portfolio construction.

Evolution of the Tech Stack:

Whilst all around us technology is driving innovation and delivering business efficiency, in the UK Financial Services market we are really dragging our heels.  We use technology to save time and cost, reduce risk and bring efficiency and to help us scale.  However, we are approaching a time where the available technology could begin to limit that.

Benchmarking and Index Selection:

Here's a rundown of the session:

  • Illustrate the fundamentals of indexes and how to select the most appropriate index for your portfolio.
  • Analyse the importance of benchmarking and how it can help you accurately evaluate portfolio performance.
  • Provide insights into using the right index for informed investment decisions.
  • Compare different industry benchmarks and their validity for your portfolio.
CGT and Dividend Tax Changes:
Comprehend the changes to capital gains and dividend taxation announced in Autumn Statement 2022 and how this relates to fulfilling your consumer duty requirement
 
Apply knowledge of the features and benefits of investment bonds and how they can provide tax efficient investing for your clients. Consider other factors you should look at when building a holistic financial plan.

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On Thursday 27th April 13:00 PM, we're hosting our annual Timeline Charts webinar, in which we discussed the core points of the charts. You'll also find out how to get your copy!

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Aviva, Perth PH2 0ND

Perth Location

Join us for New & Next at Aviva, Pitheavlis, Perth, PH2 0NH on the 30th August 2023 at 9:15 AM.

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Tankersley Manor

Sheffield Location

Join us for New & Next at Tankersley Manor, Church Lane, Barnsley S75 3DQ on the 28th September 2023 at 8:15 AM.

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The Latest Intelligence on Tech, Investing and Tax Planning

New & Next

28th September 2023 - Tankersley Manor, Church Lane, Barnsley S75 3DQ

30th August 2023 - Aviva, Pitheavlis, Perth, PH2 0NH

Book For New & Next

Join the session

On Tuesday, 4th July 2023 at 10:30 am we'll be hosting our Group Investment Committee Meeting. Get your invite link just below!

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Timeline Charts 2023

Going back to 1926 to show how inflation, cash, bonds, property, gold, equities and portfolios fared under a wide range of market conditions.

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Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676. 1 Tower House, Hoddesdon, Herts, EN11 8UR

Timeline Portfolios Ltd is incorporated under the laws of England and Wales (Company number 11557205) and is authorised and regulated by the Financial Conduct Authority (number 840807). 

Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.