Scottish conference & dinner 2013

18-19 November 2013

Radisson Blu Hotel, Edinburgh

The Scottish conference, this year sponsored by Alliance Trust Savings, returns to Edinburgh this November. You can expect a mix of informative and high quality sessions covering issues important to Financial Planning professionals. There's an interactive exhibition and plenty of opportunities for you to network with planners, Paraplanners, speakers and the exhibitors throughout the conference and at the informal dinner on Monday 18 November.

What's on the programme

Following an informal dinner and drinks reception at the Radisson Blu Hotel on Monday 18 November from 19:00 and the conference takes place on Tuesday from 09:00-16:30.

Offering a balanced mix of high quality sessions and time to network with other delegates, the speakers and exhibitors, it’s the perfect opportunity for you to take time out from the day to day to reflect and learn from the speakers and each other. Sessions will offer a mix of technical, personal and business development and ethics, these include:

The dinner

Monday 18 November 2013


Pre-dinner drinks



An informal dinner where delegates can network ahead of the conference.  Casual dress code.

The conference

Tuesday 19 November 2013


Registration & refreshments



Steve Gazzard CFPCM, IFP


The benefits of investing in investment trusts

Evan Bruce-Gardyne, Alliance Trust

Evan will discuss the advantages of investing in trusts, how investment trusts have risen to the challenge of competing with OEICs and the importance of compounding.


Working with the press

Simon Bain, Herald & Times

Journalist Simon Bain will highlight some of the dos and don’ts for planners when working with the press also giving an insight into how you can build better relationships with consumer financial journalists.


Creating your effective Social Media Strategy that ticks all the Compliance checklists

Bridget Greenwood, Financial Social Media UK, @BridgetFSM

There isn’t a choice to stay the same; there is only the choice to change.

In this engaging talk you’ll discover the best practices, tips and strategies to ensure your social media is great for your business AND your compliance as you'll be walked through the step by step process to create, build and maintain a rewarding social media strategy.


Networking break


Establishing and developing joint ventures with leading Chartered Accountant firms

Mike Brown, Anderson Anderson & Brown LLP

This session will focus on how to develop a strong profitable business relationship or a joint venture with a leading firm of independent Chartered Accountants.


Social Impact Investment: an opportunity for the Financial Planner?

Gavin Francis, Founder and Director, Worthstone Limited

The first new tax relief this Government has introduced will be for 'social investment' (the detail will be announced in the Autumn 2013 statement). Research confirms over 70% of planners believe there is latent demand amongst clients for social investment, can Financial Planners afford for their clients and professional connections to hear about this before they introduce the concept?




Simplified IHT trust charges, but what's the catch?

Neil MacGillivray, Head of Technical Support, James Hay Partnership

With the proposed change to simplify periodic and exit charges due to come into effect from 6 April 2014 this session will cover:

  • what are the proposals

  • how the new charges will apply

  • potential impact on new and existing business

  • one trust fits all.



Pension allowance cuts 2014 - protect & serve

Bob Gordon, Pensions Technical Manager, Standard Life

This session will give delegates an understanding of the:

  • economic and political drivers behind the pension changes

  • changes to the pension lifetime allowance and the clients affected

  • tax implications of the allowance cut and the new protection options

  • advice issues raised for affected clients and the potential solutions.

Bob will explain how the impact of these changes might be wider than you think and how this is a game changer for retirement planning, requiring non-pension solutions.


Networking break


Adapting and connecting for effective communications

Paul Lothian CFPCM, Verus Wealth and A2+B Wealth

Paul will show us how our personality shapes our preferences for communication methods and styles. An ability to recognise different personality "types" allows us to adapt and connect more effectively with others, enabling more harmonious and productive relationships with our colleagues and customers alike.


The Tao of Everest

Ian Woodall

Using the power of emotional storytelling, Ian brings the triumphs and tragedies of climbing Mount Everest directly to his audience in a funny, poignant and inspirational story, showing how the insights gained on the mountain can enhance everyone’s personal inspiration and practical leadership skills.


Conference round up & close

Download the programme

Whether you are based in Scotland or further afield, you will be very welcome at what is one of the highlights of the IFP calendar and is renowned for its friendly and open atmosphere.