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IR35: How it affects financial advisers and firms

March 17 @ 1:00 pm - 2:00 pm GMT

money

Event Information
This webinar will focus on how IR35 affects the regulated financial advice sector, with insights from our speakers on the impact this legislation and FS regulatory considerations could have on business models moving forward.

Topics covered include:

  • Introduction to IR35
  • Employed or self-employed?
  • Devil in the detail
  • Where does the buck stop?
  • Business models and FS regulation

About the speakers
Eric Clapton, Director, Clapton Consultants Limited
Eric has over 25 years’ experience as a qualified financial adviser and investment manager, with a particular interest in pension and retirement planning. He was previously a senior partner of a regional firm and latterly as the Managing Director of a successful discretionary investment manager. He is the principal of Clapton Consultants, a chartered accountancy practice that specialises in the financial services sector, offering services to both business and private clients. Eric is an ICAEW Chartered Accountant.

Vince Smith-Hughes, Director of Specialist Business Support, Prudential UK
He has worked in the financial services profession for over 30 years, and has previous experience as an IFA as well as holding senior pension roles at Clerical Medical and Winterthur Life. Vince is an experienced platform presenter at industry events and a regular contributor to trade and national publications on all matters relating to retirement issues. He is a Fellow of the Personal Finance Society.

John Gaskell, Head of Personal Financial Planning, ICAEW
John Gaskell is Head of Personal Financial Planning ( PFP). He oversees the ICAEW PFP Community and ICAEW’s Personal Financial Planning Advisory Group. His role involves liaising with the Financial Conduct Authority ( FCA) and other regulators, working across different areas of ICAEW and with external stakeholders.John began his career as a private client stockbroker & investment manager in the City of London before working as an independent financial adviser for a national IFA, financial planning adviser at a regional ICAEW firm, head of personal financial planning at a legal practice, senior manager at Deloitte Wealth Management Ltd, and product development manager at Aviva. He has also held business development, staff training and consultancy roles.John chaired the Chartered Institute for Securities & Investments Private Client Examination Panel and represents ICAEW at the Global Accounting Alliance (GAA) PFP Expert Working Party, and was a member of the FSA examination standards working party. John has a BA in Economic History & Social Science, and an MBA. He is a Certified Financial Planner, Chartered Wealth Manager and Fellow of the Certified Public Accountants Association.

Costs: FREE

Details

Date:
March 17
Time:
1:00 pm - 2:00 pm GMT
Event Category:

Venue

Online Event

Organiser

ICAEW
Phone:
+44 (0)1908 248 250
Email:
events@icaew.com
Website:
https://www.icaew.com