Cycle 1 PDM Event Brochure

Welcome to Tenet’s Cycle One Professional Development Meeting

A warm welcome to the first cycle of Professional Development Meetings for 2018 – our flagship events for investment advisers. Joining us at these events, we are pleased to work with Just, Schroders and Scottish Widows who will be covering a range of subjects, all of which are accredited for structured CPD. There will also be content from Tenet’s senior management to keep you up-to-date with current initiatives and a presentation from the Tenet Training Team relating to the use of Trusts and the compliant advice process, plus a presentation from Tenet Platform. The agenda will start with a close look at political risk in 2018 and the implications for multi asset and value investing. We will also look at retirement planning and those clients who may be vulnerable in retirement, based on new risks identified by the regulator, plus examine the latest consumer trends in the retirement market and the specific advice considerations for clients approaching retirement. We’ll explore how to identify platform suitability for clients and the important factors to consider when choosing a platform for your client’s investment and the final session from Tenet Training will look at the full advice process, considering a range of client scenarios, to determine when a trust would be a suitable option for your clients.

The Tenet Event App Last year we introduced the Tenet event app to give delegates attending an enhanced experience, enabling deeper involvement in the event, the ability to download information at the touch of a button and contact any Tenet staff and our provider speakers more freely and easily. The app has been developed with you in mind, however if you think there is anything that could be added, please complete your comment card and leave this with us at the end so we can take your feedback on-board! If you attended one of our events last year and already have the new app installed, you will simply need to update it to show the new event. For those attending an event for the first time, you will already have been invited to download the app in readiness for your event and your presenter and event staff will be able to assist you with this new technology. Key features include contact details for hosts, staff and speakers, session details with ability to download presentations, attendee information with the ability to message members via the app, direct links to social media and a feedback facility. And finally… Please feel free to provide feedback to us on any element of the event. It is your feedback that helps us to make improvements for all advisers attending. We hope you enjoy the event, as well as the opportunity to network with other advisers, providers and the Tenet staff in attendance.

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