Join Timeline, Marlborough Asset Management, Fundment and Praetura for

The Knowledge Exchange: Ideas Insights and Connections

At the Restaurant Bar and Grill, in the heart of Leeds.

Thursday 28th November

18.30 - 22.00

Book your place here
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Leeds

Join Timeline, Fundment, Praetura and Marlborough Asset Management for an evening of networking and knowledge sharing.

Join us, Fundment, Praetura and Marlborough at the Restaurant Bar and Grill in the stunning old post office building in Leeds city square.

Share knowledge and network with your peers in the grandeur of the restaurant's expansive interior.

Event Schedule:

  • 18:30 - Arrival and Introductions
  • 19:00 - Networking and Refreshments
  • 22:00 - Departure

This event offers a prime opportunity to expand your professional network, share ideas and engage in insightful conversations with your peers.

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

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

Join Our Webinar

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!

Grab A Seat
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Event Location

The Restaurant Bar and Grill

The Old Post Office,

3 City Square,

Leeds

LS1 2ES

View on Map
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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!

Get My Link
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Ready to download?
Grab your copies

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
Join Timeline, Marlborough Asset Management, Fundment and Praetura for

The Knowledge Exchange: Ideas Insights and Connections

At the Restaurant Bar and Grill, in the heart of Leeds.

Thursday 28th November

18.30 - 22.00

Book your place here
Timeline Logo - MFL - W
   ©2025 Timeline Holdings Ltd. All rights reserved. Privacy Policy VAT number 437083884.
 
Timeline Planning is a product of Timelineapp Tech Limited.
Registered in England. RC: 11405676. 70 Gracechurch Street 4th Floor, London, EC3V 0HR.
 
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.

©2023 Timeline Holdings Ltd. All rights reserved. Privacy Policy 

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.