FEIFA frequently arranges events for members including, but not limited to, conferences, seminars and masterclasses - details on past and future events are outlined below.
We also help to organise a number of professional development and training sessions, in conjunction with our Partner companies. Further details are outlined below or can be obtained by contacting us.
In addition, we ensure that our members are aware of, and able to obtain invitations to, external conferences and similar events across Europe – often at no cost or at a discount.
FORTHCOMING EVENTS
To be advised in due course.
PAST FEIFA EVENTS
22 May 2023 – FEIFA Annual Conference
Our Annual Conference took place at the exclusive Hilton London Tower Bridge hotel. It was entirely complimentary for delegates and attendance was only available to FEIFA members and invitees. As in past years, the Conference was unique in that it was predominantly designed around the requirements of the delegates, our members. The format and structure was planned as a result of the valuable feedback that we have received from our membership and thus provided significant benefits for them – and therefore also proved highly successful for sponsors.
As in previous years, presenting companies included major industry names and the Conference was preceded and followed by a drinks reception. FEIFA members once again received complimentary accommodation at the venue on the previous evening.
Members can see details of the Conference schedule here.
March – Q1 2023 Masterclass Seminars and Webinars
We held three Masterclass Seminars in March 2023, in Limassol (Cyprus) on the 1st, Prague (Czech Republic) on the 15th, and Marbella (Spain) on the 28th. There were also two Webinars, the first on the 8th and the second on the 22nd, which, between them, encompassed the same content; for our members who were unable to attend the physical events. All of these events included presentations on a wide-range of highly relevant topics and, as always, provided excellent professional development training and also helped to meet some of our members’ CPD requirements.
The full details about each of these seminars and webinars can be accessed by our members at the Masterclasses Q1 2023 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
November – Q4 2022 FEIFA Masterclass Seminars and Webinars
We ran three Masterclass Seminars in November 2022, in Marbella (Spain), Prague (Czech Republic) and Limassol (Cyprus). These were followed by two subsequent Webinars encompassing the same content, for our members who were unable to attend the physical events. The events included presentations on the causes and impact of inflation, what next for investors and how the investment landscape has changed, as well as whether equities and bonds still work, and how low cost model portfolios can add value to investors and advisors. There were also two excellent presentations on lifetime allowance and planning options, and how diversification doesn’t have to cost the earth
The full details about each of these seminars and webinars can be accessed by our members at the Masterclass Q4 2022 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
May/June – Q2 2022 FEIFA Masterclass Seminars and Webinars
We ran three Masterclass Seminars in late May and early June of 2022, in Limassol (Cyprus), Prague (Czech Republic), and Marbella (Spain). These were followed by two subsequent Webinars encompassing the same content, for our members who were unable to attend the physical events. The events included a presentation considering the benefits of SIPPs and how they are taxed, plus a look at additional due diligence that advisers might consider when assessing provider risks. There were also two excellent, ESG-related presentations; one demystified this whole area and the other looked at Sustainable Investing in Emerging Markets.
The full details about each of these seminars and webinars can be accessed by our members at the Masterclass Q2 2022 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
April 25 2022 – FEIFA Annual Conference
Our 12th Annual Conference took place at the exclusive Hilton London Tower Bridge hotel. It was entirely complimentary for delegates and attendance was only available to FEIFA members and invitees. As in past years, the Conference was unique in that it was predominantly designed around the requirements of the delegates, our members. The format and structure was planned as a result of the valuable feedback that we receive from our membership and thus provided significant benefits for them – and therefore also proved highly successful for sponsors.
As in previous years, presenting companies included major industry names and the Conference was preceded and followed by a drinks reception. FEIFA members once again received complimentary accommodation at the venue on the previous evening.
Further details are available here.
Quarter 4 2021 – FEIFA Autumn Conference Series
Our 11th Annual Conference was entirely complimentary for delegates and attendance was only available to FEIFA members and invitees. As in past years, the Conference Series was unique in that it was predominantly designed around the requirements of the delegates, our members. The format and structure was planned as a result of the valuable feedback that we receive from our membership and thus provided significant benefits for them – and therefore also proved highly successful for sponsors.
In light of the continuing global coronavirus pandemic, the 2021 Conference went online and became our Autumn Conference Series; 7 webinars over 7 weeks, comprising a combination of presentations, keynote speeches, panel sessions and TED talks, with CPD available for each one.
You can see details of the Conference Series schedule here.
March 2021 – FEIFA Masterclass Webinars
We ran two Masterclass Webinars in March – “Financial Planning Themes for 2021” on the 17th March and “Is Your Advice Sustainable?” on the 31st March.
The full details about each of these webinars can be accessed by our members at the Masterclass Webinars Q1 2021 Hub here. If you are not a FEIFA member but would like to know more about these events please email info@feifa.eu.
November 2020 – FEIFA Autumn Conference Series
Our 10th annual Conference was entirely complimentary for delegates and attendance was only available to FEIFA members and invitees. As in past years, the Conference was unique in that it was predominantly designed around the requirements of the delegates, our members. The format and structure was planned as a result of the valuable feedback that we receive from our membership and thus the event provided significant benefits for them – and therefore also proved highly successful for sponsors.
Unlike previous years, and in light of the global coronavirus pandemic, the 2020 Conference took place online. In fact, it was a series of online events. At 11am CET, on every Tuesday and Thursday in November, we hosted a webinar. These comprised a combination of presentations, keynote speeches, panel sessions and TED talks. And CPD was available for each one. There were also a number of less formal sessions that took place late afternoon on Wednesdays for specific groups of delegates focused on topics of interest for them and arranged in a more discussion-structured manner, which created excellent networking opportunities for all parties.
You can see details of the whole schedule here.
September 29 2020 – FECIF/FEIFA Webinar – “ESG: the new normal in a post-pandemic world?”
To help investment advisors and insurance intermediaries prepare for forthcoming ESG regulation, and existing consumer demand, this webinar assisted attendees to understand what needs to be in place and how they presently compare with their peers.
Commencing from next year, investment advisors and insurance intermediaries will have to provide investors with information related to ESG (Environmental, Social and Governance) for certain financial products and this information must allow them to make informed decisions based on these factors. The first aspects of the EU regulation imposing this will apply from March 2021, and the obligation also applies to credit institutions, investment firms and insurance undertakings.
The webinar included a summary of the most interesting findings from the unique FECIF ESG survey, conducted in the preceding two months, a Q&A with expert panellists, individual presentations from a range of market-leading companies on how they are dealing with ESG within their organisations, plus audience Q&A, with a final round up and summary of what was learned during the event.
The webinar is also available as Video on Demand for FEIFA members throughout October 2020. Please email info@feifa.eu for details.
September 15 2020 – Webinar – “COVID-19: a catalyst for dramatic change in real estate (Schroders)
COVID-19 is obviously having a dramatic effect on many, if not all, aspects of life. In the investment world it’s impact on property, not least commercial real estate, is likely to be particularly dramatic. Urbanisation has been called the most defining trend of the 21st century, some forecasts assume that 90% of the world’s population will be living in cities by the end of this century. The key question for many investors has been how they can get access to one of the world’s strongest trends.
Despite this trend, COVID-19 has dramatically impacted investment markets and real estate is no exception. Return profiles for the different sub sectors such as retail, industrial and office are moving rapidly. Previously defensive assets, like shopping centres, are now the most volatile, with income streams reducing by the day.
It is crucial that investors (and advisers) understand the long term trends that will shape real estate returns. COVID-19 is simply accelerating the adoption of the trends that were already present in the market. Schroders Global Cities investment team utilises a data driven approach to navigate these fast changing markets. The long term track record demonstrates that its approach can add value to investors in both rising and falling environments. The webinar analysed the effect of COVID-19 and ensured that advisers who attended have the necessary knowledge to advise their clients most effectively, in this area. The content was highly focused and thus extremely time-efficient with a Q&A afterwards.
This webinar is also available as Video on Demand for FEIFA members. Please email info@feifa.eu for details.
May 14 2020 – Webinar: Getting back to work (VAM Funds and Sanlam Wealthsmiths)
This webinar covered the following key areas:
- A quick look at the recent relaxation of lockdown restrictions in the UK
- An overview of the events of the last couple of months
- Present global stock market valuations
- Trading strategies in recent weeks and for the future
- High yield debt and its current risk/reward balance
- The Chinese recovery
- Global service industry activity
- Monetary responses around the world and budget balancing
- Inflation and concerns for the future
- Portfolio selection at this time
This webinar is also available as Video on Demand for FEIFA members. Please email info@feifa.eu for details.
Quarter 1 2020 – FEIFA Masterclass Seminars
We ran Masterclass seminars in February and March 2020 in three locations in mainland Europe.
Full details can be found here.
View the slide show for highlights of the Marbella, Cyprus and Prague Masterclasses.
Quarter 4 2019 – FEIFA Financial Planning Masterclasses
We ran Masterclass seminars in October and November 2019 in three locations in mainland Europe. Full details can be found here.
Quarter 4 2018 – FEIFA Financial Planning Masterclasses
We ran Masterclass seminars in November 2018 in two locations in mainland Europe. Full details can be found here.
Quarter 1 2018 – FEIFA Masterclass Seminars
We ran a series of Masterclass seminars in February in three locations across mainland Europe. Full details can be found here.
Quarter 4 2017 – FEIFA Masterclass Seminars
We ran a series of Masterclass seminars throughout November in three locations across mainland Europe. Full details can be found here.
Highlights of the Cyprus Masterclass below.
September 28th 2017 – IA Future Advisory Forum Europe
As in previous years, the 2017 event was held at the Waldorf Hotel, London. The conference was organised and hosted by International Adviser magazine and held in association with FEIFA. It brought together experts from international life offices, fund houses and pension providers – who presented to CEOs, MDs, Regional Managers and Senior Sales Consultants from many of the major expat adviser firms across Europe, as well as numerous UK advisers. The event was followed by the IA Awards for European advisory firms and then, after a late lunch, the FEIFA AGM. Attendance at the conference was complimentary for FEIFA members, as was the accommodation for the evening beforehand.
September 21st 2016 – Future Advisory Forum Europe
Following on from the success of past years, when formally called the “European Expert Investor Forum”, the 2016 event was held at the Waldorf Hotel, London. The conference was organised by International Adviser magazine and held in association with FEIFA, as in previous years. It brought together experts from international life offices, fund houses and pension providers – presenting to CEOs, MDs, Regional Managers and Senior Sales Consultants from most of the major expat adviser firms across Europe. The event was followed by the FEIFA AGM and then, subsequently, the inaugural “International Adviser Best Practice Adviser Awards – Europe”. Attendance at the conference was complimentary for FEIFA members, as was accommodation for the evening beforehand.
April 25th 2016 – FEIFA Spring Conference
FEIFA hosted its 6th annual Spring Conference on the 25th April 2016 at the exclusive Hilton London Tower Bridge hotel. It was another full day of presentations covering areas such as investment themes, specific strategies, international retirement planning, European regulation and skills training. Presenting companies included major industry names and the conference was preceded and followed by sponsored drinks receptions. FEIFA members once again received complimentary entry to the event and also accommodation at the venue on the previous evening.
As always, the key decision makers from the majority of the FEIFA member companies travelled from across Europe to be at the event.
March 2016 – FEIFA Masterclass Seminars
We ran a series of Masterclass seminars throughout March in two locations across Europe. Full details can be found here.
December 10th 2015 – FECIF Annual Conference: Social Welfare in Times of Economic Stagnation
This event asked and answered the question: can smart regulation stimulate private pension provision? The Conference specifically addressed areas such as: how appropriate regulation can stimulate economic growth and personal financial provision; whether EU citizens can really benefit from a single market for financial services and pensions; how to motivate consumers to take personal responsibility for their financial futures; why these issues are so important for governments and society. The Conference combined keynote presentations with timely and relevant panel sessions in order to discuss and debate all of these matters. Speakers and participants included key individuals from EU regulatory bodies and consumer associations, academics and MEPs, as well as numerous major industry figures. Delegate places were complimentary for FEIFA members.
November 2015 – FEIFA Financial Planning Masterclasses
We ran a series of Masterclass seminars throughout November in three locations across Europe. Full details can be found here.
May 11th 2015 – FEIFA Spring Conference
FEIFA hosted its 5th annual Spring Conference on 11th May 2015 at the exclusive Hilton London Tower Bridge hotel. It was another full day of presentations covering areas such as investment themes, specific strategies, international retirement planning, European regulation, integrated office systems and skills training. Presenting companies included major industry names and the conference was preceded and followed by sponsored drinks receptions. FEIFA members once again received complimentary entry to the event and also accommodation at the venue on the previous evening.
As always, the key decision makers from the majority of the FEIFA member companies travelled from across Europe to be at the event.
March 2015 – FEIFA Financial Planning Masterclasses
FEIFA ran a series of Masterclass seminars throughout March which took place in various locations around Europe. Full details can be found here.
November 2014 – FEIFA Financial Planning Masterclasses
During this month FEIFA ran a series of Masterclass seminars in five locations across Europe. Full details can be here.
September 23rd 2014 – European Investor Forum
Following on from the success of past years, the 2014 European Investor Forum was held at the Waldorf Hotel, London. The conference was organised by International Adviser magazine and held in association with FEIFA, as in previous years. It brought together experts from international life offices, fund houses and pension providers – presenting to CEOs, MDs, Regional Managers and Senior Sales Consultants from most of the major expat adviser firms across Europe. The event was followed by the FEIFA AGM. Attendance at the conference was complimentary for FEIFA members, as was accommodation for the evening beforehand.
24th March 2014 – FEIFA Spring Conference
FEIFA hosted its 4th Spring Conference in March 2014, at the exclusive Hilton London Tower Bridge hotel. It was another full day of presentations covering areas such as general investment themes, specific strategies, structured products and international retirement planning. Presenting companies included major industry names and the conference was preceded and followed by sponsored drinks receptions. FEIFA members once again received complimentary entry to the event and also accommodation at the venue on the previous evening. As always, the key decision makers from most of the FEIFA member companies travelled from across Europe to be at the event.
SUMMARY OF PAST EXTERNAL EVENTS
25 May 2023 – II CONNECT 2023
lnternational Investment’s flagship event for the international financial services industry, II Connect, was designed to enable you not only to expand your existing network of contacts, but also to build new knowledge and insights across the challenging cross-jurisdictional financial planning and wealth management space.
This event’s innovative and highly participatory format will gave golden opportunities to speak directly to the circle of connections that make the client advice experience complete, such as expert lawyers, accountants, specialist tax, trust and retirement advisers, as well as business model consultants including tech gurus.
FEIFA members had a dedicated login access.
17 February 2023 – Moneycorp Foreign Exchange CPD session
To help you protect your clients, Moneycorp is ran a Foreign Exchange CPD session in collaboration with FEIFA on Friday 17th February. The session was hosted by international payments expert Max Huseyin and focused on managing foreign currency exposure and risk effectively.
7 – 9 March 2023 – SRP Europe Conference
FEIFA supported this must attend conference for the structured products industry. With major figures attending from the buy-side and sell-side, the event presented crucial insight into the market from senior industry experts, and offered valuable networking opportunities, and a chance to reconnect with peers from across the continent.
IFAs, distributors, issuers, asset and wealth managers, regulators and industry bodies, tech and service providers were invited to register and FEIFA members had the benefit of attending free of charge.
11 May 2022 – International Investment Connect 2022
Life industry consolidation, making better professional connections, fintech, DFMs and taxation and trusts were among the key topics that were debated at International Investment’s inaugural flagship event – II Connect 2022.
FEIFA CEO Paul Stanfield joined Graham Morrall – Global Sales and Marketing Director, Hansard and Deborah Shields – Head of Business Development, Hansard, Richard Burden – Head of International Sales, Canaccord Genuity Wealth Management, Michael Crowe, CEO, Finance Isle of Man, Simon Pickering, Head of Insurance and Pensions, Department of Enterprise, Isle of Man Government, Jeremy Bezant – Head of International Business Development, Tilney Smith & Williamson, Julia Peake – tax and estate planning specialist and John Chew – pensions and estate planning specialist, Canada Life International, Matt Winter – head of adviser solutions, Brooks Macdonald, Aslam Shareef – Director and Head of Investments, Fairway Group; David White – Director, QB Partners, Bob Pain, CEO, AILO and, II Connect’s keynote speaker the Rt Hon. Lord Owen.
The event brought together everything that International Investment does in one day – with building out professional connections front and centre at the heart of the event included a series of networking breaks, a networking lunch and end of day drinks for all participants.
22 – 24 March 2022 – SRP Europe Conference
Professionals dedicated to the growth of Europe’s structured products industry gathered for this event in London, to network with their peers for the first physical SRP Europe Conference since the pandemic began. The organisers were delighted to welcome a distinguished line-up of speakers who discussed the key challenges and opportunities facing the market right now.
FEIFA members had the benefit of attending free of charge.
1 – 4 March 2021 – SRP Europe Conference and Awards 2021
Professionals dedicated to the growth of Europe’s structured products industry gathered in large numbers at this successful online event. As the markets stabilise, conditions for investors look much more positive than they were last year. Nevertheless, with interest rates lower than ever, the hunt for liquidity has never been more challenging and so this event enabled European advisers to “explore the potential of structured products with clear, objective information about how they work in practice”.
FEIFA arranged free delegate places for its members at this, the 18th year of this flagship event, where they gained exclusive insights on how to advise in times of uncertainty, attract new investors and adapt to the new world.
September 26th 2019 – IA Future Advisory Forum Europe
The 2019 event was held at the Courthouse Hotel, London. The conference was organised and hosted by International Adviser magazine and held in association with FEIFA, as per past years. The event brought together advisers, wealth managers and investment specialists in a series of interactive and educational sessions. Global fund groups, pension and insurance companies and regulatory and risk specialists offered their perspectives on the impact of the regulatory reforms and delegates heard the latest investment news to help determine the best solutions for clients and for business in a fast-changing world. The event was followed by the International Adviser Best Practice Adviser Awards and then, subsequently, the FEIFA AGM. Attendance at the conference was complimentary for FEIFA members, as was the accommodation for the evening beforehand.
September 20th 2018 – IA Future Advisory Forum Europe
The 2018 event was held at the Courthouse Hotel, London. The conference was organised and hosted by International Adviser magazine and held in association with FEIFA, as per past years. It brought together experts from international life offices, fund houses and pension providers – who presented to CEOs, MDs, Regional Managers and Senior Sales Consultants from many of the major expat adviser firms across Europe, as well as numerous UK advisers. The event was followed by the IA Awards for European advisory firms and then, subsequently, the FEIFA AGM. Attendance at the conference was complimentary for FEIFA members, as was the accommodation for the evening beforehand.
SRP’s 1st France Conference – September 17th 2018
This conference took place on September 17th, at Hotel Pullman Tour Eiffel in Paris. The VIP guest pass came at no cost for FEIFA members (usually £299).
The benefits of attending were:
- Exclusive platform to discuss the latest in asset allocation and distribution to ESG investing, benchmark regulation, MiFID 2, PRIIPs and the KID, the definition of complexity under French law and also product performance.
- Benefit from SRP\’s most anticipated French Market Performance Report, with essential data derived from over 18 million products in their database.
- Meet international market leaders at the only dedicated structured products conference in the French market.
- Views from international speakers – from Asia and the US
SRP’s 4th Nordic Structured Products & Derivatives Conference – September 13th 2018
This conference took place on September 13th, at the Grand Hotel in Stockholm. The VIP guest pass came at no cost for FEIFA members (usually £299).
This year\’s conference explored a number of topics including:
- Exclusive training: how Structured Products fit in a portfolio
- Global and Nordic market overview, with data derived from over 18 million products in their database
- The latest on regulation and technology
- Views from international speakers – from Asia and the US
7th to the 9th February 2018 – Structured Products & Derivatives Conference
The 15th anniversary of this annual event brought together senior representatives from local and international investment banks, insurance companies, retail & private banks, asset managers, hedge funds, IFAs, law firms, regulators, index providers, exchanges and the wider derivatives ecosystem and debated the most relevant and important topics facing the industry today including: MIFID, PRIIPS, Technology and how it is changing banking.
FEIFA negotiated 10 completely complimentary delegate places at this event and there was a significant discount on the admission price for other members who attended.
November 7th and 8th 2017 – PFS Festival of Financial Planning
This event took place in Birmingham on November 7th and 8th. With a specific international angle and section, the event provided various opportunities for lead and contact generation for FEIFA members. Watch details of the event here.
21st September 2016 – EFPA Conference, Prague
As one of the sponsors of the 5th International Conference of EFPA Czech Republic, this conference in Prague was well attended and the topic ‘Financial advice during a regulation revolution: how to succeed?’ proved very timely and useful for delegates.
3rd December 2014 – Regulation: Impact on Advisers and Consumers
FECIF hosted a major event in Brussels in December 2014, partly to commemorate its 15th anniversary. The event engaged MEPs, financial regulators, consumer bodies and industry trade associations together under one roof. The significant amount of financial regulation now being developed and planned across Europe requires assessment, understanding and practicality to ensure that it achieves its main objectives, in particular the greater protection of consumers. This conference debated and discussed these serious issues, with input from all stakeholders.
10th April 2014 – AILO 2014 Conference
Can the EU Single Market in Financial Services Ever Become a Reality
This event took place in London, providing a forum for key industry figures to share their latest thinking on the current topics affecting the financial services industry in Europe. AILO believed that: This was an essential event for all those connected with the European market.
14th and 15th February 2013 – Structured Retail Products Conference
The 10th Anniversary of the StructuredRetailProducts.com conference brought together senior representatives from retail banks, insurance companies, investment banks, fund managers as well as law firms, regulatory bodies and independent investment advisers to discuss the major challenges at that time. The conference looked at key emerging opportunities and ways that the industry is moving on from these challenges as well as generating new and innovative practices in response. FEIFA members received a significant discount on the admission price.