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."

The Agenda

8:15

Registration

9:00

The History and Evolution of With Profits

9:40

Benchmarking and Index Selection in Portfolio Management and Performance Evaluation

10:20

Break

10:40

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

11:20

Evolution of the Tech Stack

12:00

Close & Lunch

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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

Join Our Webinar

On Thursday 27^th 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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Timeline was created for planners just like you. To help you to drive efficiency in your business with our amazing suite of tools.

Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people plan, invest, and retire with confidence.

What sets Timeline apart is the seamless integration of critical advice tools, including Customisable Factfind, Risk Profiler, Cashflow, Investment Analytics, Modular Reporting, Digital Onboarding Suite (KYC/AML, Digital Letters-of-Authority) and Client Portal - with embedded Trading, Custody & Tax Wrappers currently in beta testing.

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The plan leads, the portfolio follows

We're done with shoddy, outdated tech holding advisers back and stifling productivity. With Timeline, you can take your clients through factfind and risk profiling, to planning, stress-testing and then link the plan to one of our model portfolios with ease.

Give your firm the edge with a leading investment, savings and retirement proposition based on our cutting edge tech, data and methodology. It is low cost, easy to use and focused on delivering excellent client outcomes.

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Factfind
Risk Profiler
Planning and modelling
Stress-testing
Investing
Monitoring & reporting

Timeline was created for planners just like you. To help you to drive efficiency in your business with our amazing suite of tools.

Get to know Timeline a little better

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Timeline Overview

Take a tour of our product suite and see how it can benefit you, your firm and your clients at our next Success Tour!

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Great Resources

Get your copy of our popular Timeline Charts, take a look at research papers and more in our resources section.

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Webinars & More

Join our Adviser 3.0 webinars for inspiration and insights. Explore blogs, papers, and more to stay inspired.

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Free Events

Join our growth events in Jan/Feb 2025 to hear from CEO Abraham Okusanya and industry legend Brett Davidson.

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Adviser 3.0 2025!

Join industry leaders, innovators, and top experts at this exclusive one-day conference.

The conference will tackle cutting-edge themes in financial planning, this is an unmissable opportunity to stay ahead.

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Get to know us a bit better

Kate Phillips

Kate is our Regional Director at Timeline

Learn More About Kate

Hugo White

Hugo is a Business Development Manager at Timeline.

Learn More About Hugo

Marcus Paradiuk

Marcus is a Business Development Manager at Timeline.

Learn More About Marcus

Join the session

On Tuesday, 4^th 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.

Join Our Discussion Webinar

The Agenda

8:15

9:00

9:40

10:20

10:40

11:20

12:00

Need Further Info on the Sessions?

Join Our Webinar

Welcome, Financial Planning Club Members!

Timeline was created for planners just like you. To help you to drive efficiency in your business with our amazing suite of tools.

Import client data in seconds from

The plan leads, the portfolio follows

Timeline was created for planners just like you. To help you to drive efficiency in your business with our amazing suite of tools.

Get to know Timeline a little better

Timeline Overview

Great Resources

Webinars & More

Free Events

Adviser 3.0 2025!

Join industry leaders, innovators, and top experts at this exclusive one-day conference.

The conference will tackle cutting-edge themes in financial planning, this is an unmissable opportunity to stay ahead.

Get to know us a bit better

Kate Phillips

Hugo White

Marcus Paradiuk

Join the session

Ready to download?

Timeline Charts 2023

We look forward to working with you!