WEEK 5:
PRESENTATIONS AND TED TALKS
Paul Forman
International Sales and Technical Manager
Wednesday 10th November 2021
TED Talk: 10.05 – 10.20
NOVIA GLOBAL
Paul Forman has been involved in financial services for over twenty five years, including adviser facing sales roles for the last twenty years. He is a Chartered Financial Planner and holds Fellowship status with the Personal Finance Society. Paul has extensive UK and International experience which he gained in earlier roles with an international pension trustee and before that as regional sales manager for several leading offshore life offices. Away from the office Paul is a keen football fan and follows his local team Liverpool FC and also enjoys travel and trying to keep out of the bunkers and rough on the golf course.
Avoiding pension transfer pitfalls
The last 12 months has seen the introduction of new FCA legislation impacting the advice process with DB scheme pension transfers. At the same time, there has been a marked increase in ‘anti-scam’ rhetoric from ceding UK pension scheme trustees. During his talk, Paul will cover off some of the relevant matters to be aware of so that you and your clients enjoy a stress-free process and avoid any common pitfalls.
James Clark
Head of Expatriate Sales (Europe)
TED Talk: 10.20 – 10.35
UTMOST WEALTH SOLUTIONS
James Clark had over 20 years of experience across several roles at AXA Wealth in the UK prior to joining Utmost Wealth Solutions in 2016. In July 2019, James accepted a newly created role as Head of Expat Sales (Europe) to develop the Utmost Wealth Solutions proposition for expatriates where they have successfully launched products into Portugal and more recently France.
The importance of Ireland as a location for unit-linked life assurance when advising Expat clients
Over the past two decades, Ireland has emerged as one of the leading cross border life assurance jurisdictions. Ireland’s success is driven by its position in the EU, giving access to EU markets, as well as a favourable corporation tax regime and a well educated workforce.
In addition, there are some specific reasons why advisers recommend Irish unit-linked life assurance solutions over other jurisdictions.
Join James Clark to learn more about the importance of Ireland as a location for unit-linked life assurance when advising Expat clients.