CPD Events

2014 Events


“The policy aspects of developing a sustainable social security system for the Isle of Man”

Tuesday 20th May 2014

Malcolm Couch – Chief Financial Officer, Isle of Man Government Treasury Department

“The policy aspects of developing a sustainable social security system for the Isle of Man”

Malcolm Couch, the Isle of Man Government’s Chief Financial Officer, will be the guest speaker at the next Institute of Chartered Secretaries and Administrators Isle of Man branch event, to take place on 20th May at the Claremont Hotel in Douglas. In the seminar, open to ICSA members and guests, Mr Couch will explore “the policy aspects of developing a sustainable social security system for the Isle of Man”.

Malcolm Couch became Chief Financial Officer on 1 May 2013; the chief executive of the Isle of Man Treasury Department. The role of Chief Financial Officer is wide-ranging and incorporates supporting the Treasury and the Council of Ministers in leading the Island’s Government and, in particular, its management of external relationships; providing expert financial, fiscal and economic advice to the Treasury and Council of Ministers; and providing leadership, and setting the strategic direction for the Treasury, and maintaining its capability to respond effectively to changing circumstances and developments in Government policy as they occur.

Before becoming CFO, Malcolm was the Assessor of Income Tax of the Isle of Man for eight and a half years, and was responsible for all direct taxation and national insurance collection matters in the Island and internationally.

Malcolm has experience gained in a wide range of technical and managerial roles in both the public and private sectors: Inspector of Taxes in the UK Inland Revenue; tax partner with Pannell Kerr Forster; senior consultant with Ernst & Young; and, Oil Products Tax Manager of the North Latin America and Caribbean Region of Royal Dutch Shell.

Gillian Prestwich, ICSA IOM Chairman, commented: “We’re very much forward to welcoming Malcolm back for this seminar and we encourage people to book early as we are sure demand for places will be high..”


“The Equality Bill 2013 – What might lie in store?”

Tuesday 08 April 2014

 Caren Pegg – Appleby (Isle of Man) LLC

“The Equality Bill 2013 – What might lie in store?”

 Sponsored by Appleby (Isle of Man) LLC  

Caren Pegg (née Hyde), Head of Appleby’s Isle of Man Employment team, is to be the guest speaker at the next Institute of Chartered Secretaries and Administrators Isle of Man branch event. The seminar, titled “The Equality Bill 2013 – What might lie in store?”, is sponsored by Appleby and takes place on 8th April at the Claremont Hotel in Douglas and is open to ICSA members and guests.

Caren specialises in employment law. She has extensive experience in dealing with both non-contentious and contentious matters, including redundancy, employment issues related to mergers and acquisitions, restructuring, unfair dismissal, sex discrimination and contracts of employment. Her clients range from leading global and local corporate entities to high net worth individuals. She also has experience in dealing work permit and immigration issues and also regarding the employment aspects of shipping law, including crew contracts. Caren has been actively involved in liaising with the Isle of Man Government as part of the consultation process for all the new employment legislation that has been enacted in the last decade.  This year Caren has been elected as chair of the Isle of Man Chamber of Commerce Employment and Training Committee which specifically looks at forthcoming employment legislation and government initiatives concerning commerce. She joined Appleby in 2001 and qualified as an Isle of Man advocate in 2003.

Gillian Prestwich, ICSA IOM Chairman, commented:  “We’re looking forward to welcoming Caren for this seminar and we would like to thank Appleby for their sponsorship which helps make this event possible.”

The event starts at 6pm for 6.15pm. Admission is free to members. Places for non-members (subject to availability) are £20 each.


Cash is king but loses the battle against inflation every day

Eventbrite - Trustees - Tax & Investments Double Bill

Wednesday 5th March 2014

Tom Richards – Thomas Miller Investment (Isle of Man) Limited

“Cash is king but loses the battle against inflation every day – risk management considerations when moving into other asset classes.

Sponsored by Thomas Miller Investment (Isle of Man) Limited

Thomas Miller Investment (Isle of Man) Limited (TMI) are to sponsor the next Institute of Chartered Secretaries and Administrators Isle of Man branch event. The seminar, on 5th March at the Claremont Hotel in Douglas and open to ICSA members and guests, will feature Tom Richards, Head of Private Investment Management (Offshore) at TMI, speaking on the topic of “Cash is king but loses the battle against inflation every day – risk management considerations when moving into other asset classes”.

Tom RichardsThomas Miller Investment (Isle of Man) Limited

Tom Richards is a Director and joined TMI in August 2012 as Head of Private Investment Management (Offshore).

Tom served as a graduate commissioned officer and pilot with the Royal Air Force until 2004. He has subsequently held roles with a number of UK on/offshore investment management firms including Quilter, Ramsey Crookall and Maitland Investment Services. Tom has extensive experience with the management of UK and international private client, trust structure, pension fund and investment company assets and professional advisor relationships.

Tom sits on the Investment Strategy and Private Investment Management Portfolio Review Committees and heads up the Collectives Research Team. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds an MSc (Distinction) in International Banking & Finance.

Gillian Prestwich, ICSA IOM Chairman, commented: “We’re delighted to welcome back Tom for what we are sure will be another interesting and engaging presentation. We are very grateful to Thomas Miller Investment (Isle of Man) Limited for sponsoring this event too.”

The event starts at 6pm for 6.15pm. Admission is free to members. Places for non-members (subject to availability) are £20 each.