THE UK ECONOMY….Are there any lights at the end of the tunnel?
We are pleased to invite you and a guest to our forthcoming Worldwide Financial Planning 'Economic Briefing'.
We are delighted to have on board - Julian Chillingworth, Chief Investment Officer of Rathbone Unit Trust Management as our key note speaker.
Why should you attend?
• How can you prosper in a recession?
• Learn about the future of interest rates, inflation and taxation, how this affects you and businesses in Hampshire
• Learn how all investments will and should be held in the future
Details:
Date: 26 November 2008
Time: 12.30pm - 3.30pm
Venue: The Concorde Club & Hotel, Stoneham Lane, Eastleigh, SO50 9HQ
Book: Contact Carol Leary on 02380 270 370 or email cleary@wwfp.net
The Presenters:
Julian Chillingworth is the CIO of Rathbone Unit Trust Management, who currently run over £2bn in assets. Julian is responsible for managing the Unit Trust Managers, and is key to the Rathbone Investment Process. His is a regular contributor to the BBC Radio 4 business slot and will give you a valuable insight into the way forward from the current doom and gloom.
Barry Newton is an investment adviser with Worldwide Financial Planning, a firm of specialist, FT award winning independent Financial Advisers. Barry has extensive experience working as a financial adviser and specialises in holistic financial planning with clients in the period leading up to, or in, retirement, with emphasis on IHT, Long-term care and investment planning.
Places at this seminar are restricted, so please book early to avoid disappointment
Emotional Intelligance - Do you know your EQ from your IQ?
What is your Emotional Intelligence (EQ)? That was the thought-provoking question posed at the latest in a series of business seminars organised by Worldwide Financial Planning for businesses in Cornwall.
The seminar on Thursday (22 May) was led by Richard Smale, life coach, counsellor and originator and developer of ‘From IQ to EQ’, who informed the audience that their EQ is a better predictor of future success and happiness than their IQ.
Peter McGahan, Wordwide’s managing director, said: “Richard highlighted to us all the EQ skills that are essential for the work place.
“EQ is about understanding human beings, which involves recognizing our own feelings and those of others.
“Being emotionally intelligent involves having the self-discipline not to over-react to people or situations, this requires positive thinking and the adoption of a win-win mindset, which ensures you deal with things in the right way.
“In other words, the brains of emotionally intelligent people are less likely to become dominated by emotional and irrational impulses.
“But positive thinking requires good self esteem, so knowing how to motivate yourself and your staff is essential.
“Also taking the time to recognize others and their skills and working as a team, ensures your staff remain happy.”
The session also discussed the topic of criticism, advising team leaders to regard it as feedback and the importance of delivering it to staff in a positive manner.
“Pointing the finger when something goes wrong is not necessary” added Peter, “instead offer staff training to avoid the situation from happening again.”
During times of pressure, delegates were told self-management of behavior is vital in order to control how they interact with others.
“Winston Churchill was regarded as a great leader, because, despite people knowing he couldn’t stop the invasion, the public knew he would stand by their side,” added Peter, “a fine example of an emotionally intelligent person.
“EQ is about self-report, self-management and people skills, which, combined together, help that emotionally intelligent person progress in life.”
The seminar, which was run in association with Cornwall Brand, was Worldwide’s fifth in aid of Macmillan Cancer Support.
The firm of independent financial advisors have further business sessions planned throughout 2008.
For further information about the Worldwide Financial Planning business seminar series, please contact Jess Bartlett on 01208 816667 or email jbartlett@wwfp.net.
Stress Management II
Due to the popularity and success of Stress Management I, the Alverton Manor played host to the second in a series of seminars on Stress Management as part of the 2008 Worldwide Financial Planning Business Seminar Series.
Leading health psychologist, John Perry, returned once more to Cornwall to present to over 60 delegates on stress and how to avoid and reduce this within our personal lives and within the organisation.
The seminar was in aid of Macmillan Cancer Support, delegates donated money to attend the seminar and we managed to raise £1330 for the charity,
'This is the third time I've heard John Perry and I wouldn’t hesitate to come back to hear him again. Fantastic speaker'' (Kate Cook, Consumer Direct South West)
- Download John Perry's Handouts
- Read a report on this seminar
If you have any enquiries or suggestions for seminars that you feel would be beneficial to you and your business, please Contact Jessica on jbartlett@wwfp.net or call 0800 0112825.
Economic Review - How can your business prosper in 2008?
with guest speaker from Rathbone economist Julian Chillingworth
Over 50 Cornish businesses attended the latest in the Worldwide Financial Planning Business Seminar series.
Taking place at the Alverton Manor Hotel, Truro, the event focused on what might happen to the UK market in 2008.
With worries about a slow down in the economy due to housing, interest rates, inflation and the sub-prime problems, the seminar looked at ways in which Cornish businesses could take advantage of opportunities.
Guest speaker Julian Chillingworth, a regular contributor on BBC Radio 4 and chief investment officer at nationally recognised Rathbone Unit Trust Management Ltd, gave an overview of the current market, as well as ideas for potential growth.
And Worldwide’s head of commercial finance, Jeff Lenihan, offered advice on how to cut costs and continue to grow business.
Dave Beaumont, senior manager commercial at Lloyds TSB said: “It was an excellent event and very thought provoking.
“It made you think about how the bigger picture has an effect here in Cornwall, especially with what has happened in America and the sub prime market.”
If you have any enquiries or suggestions for seminars that you feel would be beneficial to you and your business, please do contactJessica on jbartlett@wwfp.net or call 0800 0112825.
Inheritance Tax & Investment Planning
With guest speaker Julie Hutchison from Standard Life
Julie Hutchison, who was appointed as Standard Life’s first ever national development specialist for estate planning, lead a seminar on Inheritance Tax and the recent changes in trust laws.
“There have been some significant changes made by HM Revenue and Customs to trusts which affect anyone with an estate over £300,000.
“Julie’s got a fantastic knowledge of the tax system and is a member of the ABI taxation committee and many clients and businesses that attended this seminar benefited from her vast knowledge and expertise in this area.” (Managing Director, Worldwide Financial Planning)
If you have any enquiries or suggestions for seminars that you feel would be beneficial to you and your business, please contact Jessica on jbartlett@wwfp.net or call 0800 0112825.
Time Management & Communication Skills Seminar
The Alverton Manor played host to a Time Management seminar and a Communication, Counselling and Coaching Skills seminar as part of the Worldwide Financial Planning 2007 business seminar series.
The slides from the Time Management session can be downloaded here. The download includes an Importance vs. Urgent Matrix to help categorise your priorities and a Daily Time Log sheet to identify exactly what you spend your time on each day!
Each delegate donated to Macmillan Cancer Support to attend - with their donations we managed to raise over £1000 for the charity.
"Just a quick note to say thank you so much for arranging everything yesterday. It was absolutely fascinating (again) and great opportunity to meet such really interesting and diverse group of people" (Time Management delegate)
We were all very impressed with the event and the quality of speaker/content. Very interesting, good fun and some great nuggets for the future! Well done. (Communication Skills delegate)
If you have any enquiries or suggestions for seminars that you feel would be beneficial to you and your business, please Contact Jessica on jbartlett@wwfp.net or call 0800 0112825.
Stress Management Seminar
Held at Alverton Manor in Truro, we invited stress management expert and leading health psychologist, John Perry, to share his tools and techniques.
As well as the presentation from Mr Perry, Worldwide also invited sports massage therapist Leah Wheeler to give tips on how stretching, massage and exercise can help fight stress.
Delegates found out how they could help themselves and employees to combat stress, which costs the UK economy an estimated £5 billion per year.
“I think a lot of it was common sense and most people in the room seemed to know what they should be doing, but having someone else explain the reasons why things happen and how to deal with the matter seemed to have much more impact.
“I’ve certainly learnt some very useful techniques, which as an employer, will allow me to make our working environment as stress free as possible.
“Simple things like drinking plenty of water, taking regular breaks which helps to increase productivity, and from a personal point of view taking regular exercise.
“But there were also other interesting facts about how people have different views of the world which can affect what they find stressful.” (Barry Wilkinson, director of stationers Office SMART)
If you have any enquiries or suggestions for seminars that you feel would be beneficial to you and your business, please Contact Jessica on jbartlett@wwfp.net or call 0800 0112825.
Registered office; The Old Carriage Works, Moresk Road, Truro, Cornwall, TR1 1DG. Registered in England and Wales No. 3533548. Contact info@wwfp.net or 01872 222 422
© 2009 Worldwide Financial Planning - this site is intended for UK investors only
By clicking on any of the external links within this website you will leave the regulatory site of Worldwide Financial Planning Ltd. Worldwide Financial Planning Ltd are not responsible for the accuracy of the information contained within the linked sites.'