Join Timeline, Marlborough Asset Management & Triple Point for an evening of networking and knowledge sharing.

Join us at Bacchus, a cosy and cool wine bar in the heart of Harrogate, for a distinguished evening focused on making meaningful connections and sharing insights.

Event Schedule:

18:30 - Arrival and Introductions

19:00 - Networking and Refreshments

21:00 - Departure

This event offers a prime opportunity to expand your professional network and engage in insightful conversations with your peers, while enjoying fine wines and a selection of charcuterie and cheese boards.

Dietary Requirements: Please let us know of any dietary requirements or conditions we should be aware of to ensure your comfort during the event.

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

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

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!

Grab A Seat

Event Location

Bacchus Wine & Cocktail Bar

90 Station Parade

Harrogate

HG1 1HQ

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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!

Get My Link

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

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.

Join Timeline, Marlborough Asset Management and Triple Point for

An Evening of Networking

At Bacchus Wine Bar, in the heart of Harrogate.

Thursday 3rd October

18.30 - 21.00