-
Worthwhile use of resource, great marketing opportunity with workshop style structure. Truly “interactive”.
Emma Napier, Director, True Potential
Worthwhile use of resource, great marketing opportunity with workshop style structure. Truly “interactive”.
Emma Napier, Director, True Potential
-
An excellent event highlighted by the ability to choose your own sessions to tailor the day to your own requirements.
Julian Elliott, Operations Manager, Hoyl Independent Advisers Ltd
An excellent event highlighted by the ability to choose your own sessions to tailor the day to your own requirements.
Julian Elliott, Operations Manager, Hoyl Independent Advisers Ltd
-
Well organised, good content, allowed for interaction with subject matter all relevant to our role and industry.
Adrian Hill, Director, Octagon Financial Services Limited
Well organised, good content, allowed for interaction with subject matter all relevant to our role and industry.
Adrian Hill, Director, Octagon Financial Services Limited
-
A very well thought out informative and educational experience and well worth the effort to attend.
Kevin Fletcher, I.F.A, Kevin Fletcher Financial Management
A very well thought out informative and educational experience and well worth the effort to attend.
Kevin Fletcher, I.F.A, Kevin Fletcher Financial Management
Julie Lord
Prestwood Director and CEO of Magenta FP
CFPCM FCSI FPFS
Julie Lord
Prestwood Director and CEO of Magenta FP
CFPCM FCSI FPFS
Julie Lord CFPCM FCSI FPFS
Chief Executive - Magenta Financial Planning
Director - Prestwood
Julie Lord is a Chartered and Certified Financial Planner at Magenta and director of Prestwood, the leading lifelong cashflow planning tool.
As well as being a Chartered Fellow of the Chartered Institute of Securities and Investments, and a Fellow of the Personal Finance Society, Julie has won numerous Financial Planning awards and is a regular writer and presenter of financial issues in the trade and public press.
She is very passionate about providing the best quality advice to clients and ensuring that Financial Planning businesses are embracing the best possible practices in order to deliver this effectively and profitably.
Sessions
PRESENTATION: Most clients have the pieces of the jigsaw – but we help them solve the puzzle
PRESENTATION: Most clients have the pieces of the jigsaw – but we help them solve the puzzle
4 April at 13:15 - 13:35 |
- An ISA here, bit of a pension there, a dream and a goal.
Clients come to us with bits of the jigsaw but they don’t have the picture on the box to put it together.
Find out how lifelong financial planning will reap benefits for you and your clients
Julie Lord, Director, Prestwood and CEO of Magenta FP, CFPCM FCSI FPFS
Rebecca Aldridge
Managing Director
Balance: Wealth Planning
Rebecca Aldridge
Managing Director
Balance: Wealth Planning
Rebecca is the Managing Director and founder of Balance: Wealth Planning, a holistic financial planning firm based in Nottingham and Derby. The Chartered Financial Planning company is just four years old and has already been voted in the top 100 in the country and won the CISI’s Building Excellence award.
She is also the founder of Neon Financial Planning, launched in late 2018, which is primarily a financial coaching business developed to serve people aged 25- 45.
Rebecca is a Chartered and Certified Financial Planner and has worked in advice, operational and compliance roles during her career.
Sessions
Panel Discussion - How to scale your advice firm
Panel Discussion - How to scale your advice firm
4 April at 15:15 - 15:50 |
- Taking your firm to the next level of its growth without sacrificing quality.
- How to write clear strategies for development.
- Setting and monitoring performance goals.
Richard Allum
Founder
The Paraplanners & Paraplanners Powwow
Richard Allum
Founder
The Paraplanners & Paraplanners Powwow
Richard is a leading advocate for paraplanning in the UK. Since setting up the business, Richard has concentrated on creating something more than basic paraplanning support. On a day-to-day basis, his technical knowledge and expertise is relied upon by many clients. He has also worked with many advisers, on a consultative basis, to help them to develop their services and has even helped financial planning and advice firms set up and train their own in-house paraplanning team.
In 2013 Richard founded the Paraplanners Powwow providing a community and events to help paraplanners develop & share best practice.
Sessions
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
4 April at 15:15 - 15:50 |
- What role should paraplanners play in a modern advice firm?
- Should you hire in-house or outsource?
- What technology can cut down administration work?
Andrew Ashwood
Analyst
Platforum
Andrew Ashwood
Analyst
Platforum
Andrew Ashwood is an Analyst at Platforum where he focuses on both the adviser and direct platform markets, platform pricing and UK fund distribution, as well as supporting the research across all of Platforum’s other publications and consulting projects.
Previously, he gained experience working with data and analytics at one of the UK’s largest retail banks. Andrew has a degree in Economics from the University of Warwick with a focus on econometrics, statistics and behavioural economics.
Sessions
Panel Discussion - Getting the most from your platform
Panel Discussion - Getting the most from your platform
4 April at 13:35 - 14:10 |
- Are advisers taking full advantage of the tools available on platforms?
- How can advisers get platforms talking with the other technology they use?
- How can advisers avoid the worst delays and service issues in the market?
Damian Bailey
Actuary and Senior Consultant
Lane Clark & Peacock
Damian Bailey
Actuary and Senior Consultant
Lane Clark & Peacock
The number of defined benefit pension scheme members asking for a transfer value has doubled over the last few years and many have been tempted by transfer values at near historical highs. Historically, pension scheme trustees have been reluctant to provide formal independent financial advice to their members, with memories of the last pensions mis-selling scandal, but attitudes are beginning to change.
Damian is a qualified actuary and one of LCP’s specialists in liability management projects. Part of his role is to help pension scheme clients implement new member options and to select financial advisers to provide guidance and advice to their members.
Damian will provide the trustee and corporate perspective and discuss what pension trustees and corporate sponsors are looking for when they appoint an independent advisor to enter into a long -term relationship with a pension scheme.
Sessions
Panel Discussion - DB transfers: A 2020 view
Panel Discussion - DB transfers: A 2020 view
4 April at 10:45 - 11:20 |
- Has the introduction of a new transfer analysis test changed the market?
- How can trustees and advisers work more efficiently together?
- How are complaints being handled when they do come in?
Graham Bentley
Managing Director
Gbi2
Graham Bentley
Managing Director
Gbi2
Graham has over 40 years experience in the investment industry. His investment consultancy gbi2 counts the major asset managers as clients, and he sits on the investment committees of a number of major IFA businesses including Ascot Lloyd.
He launched UK's first Corporate Bond fund (M&G 1995), first online platform risk assessment and asset allocation process (Selestia 2001), and first risk-targeted fund range (Spectrum, 2008).
Expert in investor psychology and 'risk perception', Graham is an entertaining speaker, known for his ability to present complex subjects in a refreshingly down-to-earth manner.
Sessions
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
4 April at 13:35 - 14:10 |
- What are the advantages and drawbacks for advisers seeking DFM permissions?
- Where discretionary solutions could fit in an advice firm's business model.
- The keys to model portfolio construction.
Jason Betteridge
Chartered Financial Planner and Managing Director
Sutherland Independent Ltd
Jason Betteridge
Chartered Financial Planner and Managing Director
Sutherland Independent Ltd
Jason has worked in Financial Services for over 30 years and has seen significant change during this time. He started his career at Midland Bank before joining General Accident in 1990 with the majority of his time there being spent as a Broker consultant. He became an IFA in 2002 before purchasing Sutherland Independent in 2007. Jason has always strived to offer the best independent advice possible to clients and this led to him achieving individual and Corporate Chartered Planner Status. He continually works to improve his firm's client experience and has found Lifestyle Financial Planning including cashflow modelling to be an integral part of their advice process.
Sessions
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
4 April at 13:35 - 14:10 |
- What are the advantages and drawbacks for advisers seeking DFM permissions?
- Where discretionary solutions could fit in an advice firm's business model.
- The keys to model portfolio construction.
Danby Bloch
Chairman
Helm Godfrey
Danby Bloch
Chairman
Helm Godfrey
Danby Bloch is chairman of Helm Godfrey, which is an independent financial adviser on the issues of employee benefits, wealth management and financial planning.
He is also a consultant for Centaur Media’s Platforum product. Danby is a regular contributor to Money Marketing’s Technical Area.
Sessions
Panel Discussion - How to scale your advice firm
Panel Discussion - How to scale your advice firm
4 April at 15:15 - 15:50 |
- Taking your firm to the next level of its growth without sacrificing quality.
- How to write clear strategies for development.
- Setting and monitoring performance goals.
The Rt Hon David Blunkett
Former Pensions Secretary
The Rt Hon David Blunkett
Former Pensions Secretary
As Home Secretary David was in charge of security, immigration and policing. He is now Chairman of a multi-Academy Trust and an advisor to easyJet. As well as sharing insights on cyber-crime and crisis management, David considers how leaders can best engage with the public and counter the widespread sense of grievance. He argues for business to take a lead: “You are a part of our communities, not just employers of people with certain skills.” After dinner he takes a lighter look at a life in politics - both highs and lows – from The Queen offering to cut up his meal, to Sarkozy claiming to have intercepted his emails.
Sessions
CLOSING KEYNOTE PRESENTATION: The politics of Brexit and the fallout for markets
CLOSING KEYNOTE PRESENTATION: The politics of Brexit and the fallout for markets
4 April at 16:15 - 16:45 |
The politics of Brexit and the fallout for markets
A week after the UK’s schedules departure from the EU, how have investors reacted?
What is the outlook for the economy now?
How should advisers be dealing with the uncertainty?
Jeannie Boyle
Executive Director & Chartered Financial Planner
EQ Investors
Jeannie Boyle
Executive Director & Chartered Financial Planner
EQ Investors
Jeannie has been working in financial services for over 12 years. She joined EQ in 2008 as a Technical Consultant and since 2010 has been a Director of the firm.
When providing advice, Jeannie focuses on clear communication, so that her clients fully understand the facts, options and recommended solutions, enabling them to make well-informed decisions. As a Director, Jeannie concentrates her efforts on ensuring the advice provided across EQ is of an exceptional standard, putting in place processes and systems to ensure our clients remain at the heart of our business.
Jeannie is a Chartered Financial Planner, a Fellow of the Personal Finance Society and in 2015 won Money Management’s Ethical Financial Planner of the Year Award. She appears regularly in national and trade media outlets discussing personal finance issues.
Sessions
Panel Discussion - How to scale your advice firm
Panel Discussion - How to scale your advice firm
4 April at 15:15 - 15:50 |
- Taking your firm to the next level of its growth without sacrificing quality.
- How to write clear strategies for development.
- Setting and monitoring performance goals.
Chris Budd
The Eternal Business Consultancy
theeternalbusiness.com
Chris Budd
The Eternal Business Consultancy
theeternalbusiness.com
Chris set up his fee based financial planning practice in 1998. Twenty years later he sold a majority stake in Ovation Finance Ltd to an Employee Ownership Trust.
Chris holds a Diploma in Business Coaching and works with the owners and employees of businesses who wish to transition to employee ownership, either personally or through the Eternal Business Programme.
Author of two novels plus The Eternal Business and The Financial Wellbeing Book (which reached number 3 on the WH Smiths business book chart) and podcasts, Chris is married with two teenage children and lives in Somerset.
Sessions
Panel Discussion - Consolidation under the microscope
Panel Discussion - Consolidation under the microscope
4 April at 10:45 - 11:20 |
- Who is buying up advice firms and why?
- What are the real differences in their models?
- What should advisers be looking for in a consolidator?
Simon Bussy
Director – Wealth
Altus Ltd
Simon Bussy
Director – Wealth
Altus Ltd
With 20+ years operating across Retail Platforms, Retail Banking Wealth Management, L&P and technology suppliers in UK and overseas, and underpinned with an MA in Strategic Marketing, Simon has a wealth of experience and successful track record in leading teams to understand the market environment, define winning strategies, and design, develop and deliver new propositions. Simon heads the Wealth Domain at Altus and is an authority on the evolving Digital (‘robo’) advice sector. Follow Simon on Twitter and connect to him on LinkedIn for insights, opinion, challenge, and global best practice from other contributors.
Sessions
Panel Discussion - Has the robo-advice revolution failed?
Panel Discussion - Has the robo-advice revolution failed?
4 April at 10:45 - 11:20 |
- Why have some digital solutions failed to take off with savers?
- Should profitability levels be a concern?
- Are consumers really getting suitable outcomes?
Bella Caridade-Ferreira
Chief Executive Officer
Fundscape
Bella Caridade-Ferreira
Chief Executive Officer
Fundscape
Bella has 20 years’ experience in the research and analysis of the UK, European and Asian fund management industries. She established Fundscape in 2010, the publisher of the Platform Report which is widely regarded as the platform industry’s official data source.
Prior to setting up Fundscape in 2010, Bella worked for Lipper FMI as Global Head of Research and Publications and was the author of numerous publications and reports including the popular European and Asian Data Digests and the UK Platform guide. Early in her career Bella worked in investment banking and then a London-based consulting firm where she specialised in market entry strategies for retail and institutional asset managers.
Bella has a master’s degree in International Business and is fluent in four languages.
Sessions
Panel Discussion - Getting the most from your platform
Panel Discussion - Getting the most from your platform
4 April at 13:35 - 14:10 |
- Are advisers taking full advantage of the tools available on platforms?
- How can advisers get platforms talking with the other technology they use?
- How can advisers avoid the worst delays and service issues in the market?
Justin Cash
Editor
Money Marketing
Justin Cash
Editor
Money Marketing
Justin Cash is Money Marketing's editor. Formerly news editor at the title, he has also worked at Citywire's New Model Adviser magazine and legal trade title Legal Week. In conjunction with its expert advisory board and the rest of the editorial team, he helps set the agenda for all of Money Marketing's events.
Sessions
Welcome and introduction from Money Marketing
Welcome and introduction from Money Marketing
4 April at 09:00 - 09:05 |
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
4 April at 13:35 - 14:10 |
- What are the advantages and drawbacks for advisers seeking DFM permissions?
- Where discretionary solutions could fit in an advice firm's business model.
- The keys to model portfolio construction.
Opening Keynote Panel - Culture in financial services: The path forward after Brexit
Opening Keynote Panel - Culture in financial services: The path forward after Brexit
4 April at 09:25 - 10:00 |
- Is the investment management industry really serving the end consumer?
- What can politicians, regulators and the industry do to route out the worst excesses?
- What have we really learned from Lehman's collapse ten years ago?
Panel Discussion - Has the robo-advice revolution failed?
Panel Discussion - Has the robo-advice revolution failed?
4 April at 10:45 - 11:20 |
- Why have some digital solutions failed to take off with savers?
- Should profitability levels be a concern?
- Are consumers really getting suitable outcomes?
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
4 April at 15:15 - 15:50 |
- What role should paraplanners play in a modern advice firm?
- Should you hire in-house or outsource?
- What technology can cut down administration work?
Stuart Dyer
Chairman and Founder
Soprano Consulting
Stuart Dyer
Chairman and Founder
Soprano Consulting
Stuart founded Soprano Consulting in 2014, a firm that focuses entirely in the financial advice arena. This was a natural progression from his final corporate role heading up adviser acquisitions at Close Brothers. Previously, he was Executive Chairman of the Close Offshore Fiduciary business. Prior to joining Close, Stuart was Chief Executive at Cofunds and European COO of the Fleming retail business, including Save & Prosper. Earlier roles included Investment Marketing Director at Friends Provident and Managing Director of NM Schroder Unit Trusts and Operations Director at Schroder Unit Trust Managers. Stuart qualified as an accountant with KPMG and spent 10 years in the profession.
Sessions
Panel Discussion - Consolidation under the microscope
Panel Discussion - Consolidation under the microscope
4 April at 10:45 - 11:20 |
- Who is buying up advice firms and why?
- What are the real differences in their models?
- What should advisers be looking for in a consolidator?
Kevin Forbes
Principal & Chartered Financial Planner
Strategic Solutions Financial Planning
Kevin Forbes
Principal & Chartered Financial Planner
Strategic Solutions Financial Planning
Kevin is a founding partner of Strategic Solutions Chartered IFA firm and Chairman of Casterbridge Wealth Investments. He joined financial services in 1990 and has worked for a variety of institutions including banks and direct sales firms. He is currently serving his 5th term as Chairman of his Personal Finance Society region, is a member of a CISI exam panel and sits on several peer groups who share ideas and look to promote financial services to the community via financial education and as a rewarding career path.
Sessions
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
4 April at 13:35 - 14:10 |
- What are the advantages and drawbacks for advisers seeking DFM permissions?
- Where discretionary solutions could fit in an advice firm's business model.
- The keys to model portfolio construction.
Debbie Gupta
Co-Director, Life Insurance & Financial Advice
FCA
Debbie Gupta
Co-Director, Life Insurance & Financial Advice
FCA
Debbie Gupta has had a successful career in the both the public and private sector, having held a number of policy roles focused on improving outcomes for consumers and communities.
Most recently, Debbie was an Executive Director at the NEST Corporation, one of the UK’s largest pension providers. She has also held two director roles at the Department for Work and Pensions, as Deputy Director of Pension Reform Legislation and Director of Benefit Performance.
Sessions
Opening Keynote Presentation - What the FCA really wants from financial advisers
Opening Keynote Presentation - What the FCA really wants from financial advisers
4 April at 09:05 - 09:25 |
- The FCA's approach to advice market supervision in 2019.
- Understanding the key risks that the FCA sees in the market.
- Clearing up myths on how the regulator works with advisers.
Dennis Hall
Managing Director
Yellowtail Financial Planning
Dennis Hall
Managing Director
Yellowtail Financial Planning
Dennis has been advising clients for more than thirty years and has no intention of stopping just yet. His own practice, Yellowtail Financial Planning, has been around for over 12 years and has offices in London and Exeter. The firm has been fee based and financial planning focused since inception, though the model has undergone several iterations. He is a Chartered Financial Planner, is stepping down from his Vice Chair role at the Personal Finance Society (London region) and sits on the Wealth Management Forum of the CISI.
Sessions
Panel Discussion - Disclosing costs and charges: The dos and don'ts
Panel Discussion - Disclosing costs and charges: The dos and don'ts
4 April at 15:15 - 15:50 |
- A year into the MiFID regulations, are advisers complying with new disclosure rules?
- Should advisers be forced to publish fees on their websites?
- How can advisers structure suitability reports so clients really understand what they are paying?
Cathi Harrison
Founder & Director
Para-Sols & Apricity Compliance
Cathi Harrison
Founder & Director
Para-Sols & Apricity Compliance
Cathi is the Founder & Director of Para-Sols, an outsourced paraplanning firm and sister company, Apricity, a new compliance firm launched at the end of 2017. She has been in financial services since leaving university and holds both the Chartered and Certified Financial Planner status as well as being a Fellow of the Personal Finance Society.
Cathi splits her time across both companies - supporting her team and clients on a daily basis, managing the strategy and focusing the growth for both Para-Sols and Apricity as well as championing female leadership within, and external to, financial services.
Sessions
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
4 April at 15:15 - 15:50 |
- What role should paraplanners play in a modern advice firm?
- Should you hire in-house or outsource?
- What technology can cut down administration work?
Michelle Hoskin
Founder & Director
Standards International Ltd
Michelle Hoskin
Founder & Director
Standards International Ltd
Michelle Hoskin (aka Little Miss WOWW!™) is well known for her endless enthusiasm and energy, infectious personality and unique outlook on what she describes as a “magical profession”.
With more than 20 years’ experience working alongside some of the world’s most successful financial services organisations, Michelle is an internationally recognised author, speaker, coach and leading expert in the design and implementation of international framework-based best practice standards.
Relentless in her pursuit of a global movement of change within financial services, Michelle is fully committed to supporting financial professionals worldwide to achieve things they only dreamed were possible, and to working with them so that they become the best possible version of themselves.
Sessions
Panel Discussion - How to reward your top advisers
Panel Discussion - How to reward your top advisers
4 April at 13:35 - 14:10 |
- How far should bonuses go, and how should they be paid?
- Organising your firm so the best performers can shine.
- How to get the information you need to monitor adviser performance.
Chris Johns
Jupiter Asset Management
National Development Manager
Chris Johns
Jupiter Asset Management
National Development Manager
Sessions
WORKSHOP OPTION 3: Bond-maggedon: Is it all over for fixed interest?
WORKSHOP OPTION 3: Bond-maggedon: Is it all over for fixed interest?
4 April at 14:15 - 14:55 |
WORKSHOP OPTION 3Bond-maggedon: Is it all over for fixed interest?
Chris Johns, National Development Manager,
Jupiter Asset Management
WORKSHOP OPTION 3 : Bond-maggedon: Is it all over for fixed interest?
WORKSHOP OPTION 3 : Bond-maggedon: Is it all over for fixed interest?
4 April at 11:25 - 12:05 |
WORKSHOP OPTION 3 Bond-maggedon: Is it all over for fixed interest?
Chris Johns, National Development Manager, Jupiter Asset Management
James Jones-Tinsley
Self-Invested Pensions Technical Specialist
Barnett Waddingham
James Jones-Tinsley
Self-Invested Pensions Technical Specialist
Barnett Waddingham
Sessions
WORKSHOP OPTION 2 Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
WORKSHOP OPTION 2 Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
4 April at 14:15 - 14:55 |
WORKSHOP OPTION 2
Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
Andy Leggett, Head of SIPP Business Development, Barnett Waddingham
James Jones-Tinsley, Self-Invested Pensions Technical Specialist, Barnett Waddingham
WORKSHOP OPTION 2 Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
WORKSHOP OPTION 2 Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
4 April at 11:25 - 12:05 |
WORKSHOP OPTION 2
Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
Andy Leggett, Head of SIPP Business Development, Barnett Waddingham
James Jones-Tinsley, Self-Invested Pensions Technical Specialist, Barnett Waddingham
Tom Kean
Director
Thameside Financial Planning Ltd.
Tom Kean
Director
Thameside Financial Planning Ltd.
Tom has worked in financial services all his adult life and now heads-up a small team based on the banks of The Thames in Henley.
Sessions
Panel Discussion - Has the robo-advice revolution failed?
Panel Discussion - Has the robo-advice revolution failed?
4 April at 10:45 - 11:20 |
- Why have some digital solutions failed to take off with savers?
- Should profitability levels be a concern?
- Are consumers really getting suitable outcomes?
Malcolm Kerr
Independent Consultant
malcolmkerr.com
Malcolm Kerr
Independent Consultant
malcolmkerr.com
Malcolm has worked in the financial services market for over 45 years. He held senior roles and Board positions in the industry before joining KPMG as a Director in 1998. He joined EY as an Executive Director in 2005 and worked on over 100 engagements in the long-term savings, investment and protection space before “retiring” in 2014 and becoming a Senior Adviser to the firm. In March 2017 he became a Non-Executive Director of Fairstone Group; one of the largest Chartered Financial Planning firms in the UK.
Sessions
Panel Discussion - How to scale your advice firm
Panel Discussion - How to scale your advice firm
4 April at 15:15 - 15:50 |
- Taking your firm to the next level of its growth without sacrificing quality.
- How to write clear strategies for development.
- Setting and monitoring performance goals.
Michael Klimes
Senior Pensions Reporter
Money Marketing
Michael Klimes
Senior Pensions Reporter
Money Marketing
Michael Klimes is a senior pensions reporter at Money Marketing. Before he joined the publication he worked for just over three years at Professional Pensions. He wrote about pensions for trustees at workplace schemes on a variety of topics.
Sessions
Panel Discussion - DB transfers: A 2020 view
Panel Discussion - DB transfers: A 2020 view
4 April at 10:45 - 11:20 |
- Has the introduction of a new transfer analysis test changed the market?
- How can trustees and advisers work more efficiently together?
- How are complaints being handled when they do come in?
Carl Lamb
Founder
Almary Green Investments
Carl Lamb
Founder
Almary Green Investments
Founder and Managing Director of Almary Green Investments Ltd since 2001 and now Compliance Director of Smith & Pinching Limited, Carl is passionate about delivering a quality advice service to clients.
Almary Green became part of the Smith & Pinching Group in October 2018. Carl believes that the two firms of Chartered Financial Planners working together as a single operation will deliver the very best service and choice for clients. The Smith & Pinching Group has grown exponentially over the past forty years and is now one of the most successful firms of Independent Financial Advisers in East Anglia.
Carl’s expertise covers all areas of investments, pensions and protection for both individuals and businesses. He has a particular interest in self-invested pensions and the flexibility they can offer. He holds the prestigious status of Chartered Financial Planner.
Sessions
Panel Discussion - Consolidation under the microscope
Panel Discussion - Consolidation under the microscope
4 April at 10:45 - 11:20 |
- Who is buying up advice firms and why?
- What are the real differences in their models?
- What should advisers be looking for in a consolidator?
Tessa Lee
Managing Director
moneyinfo
Tessa Lee
Managing Director
moneyinfo
With 20 years’ experience in the Financial Services industry including 9 years at 1st Software (now Iress), and 2 years at FinQS, Tessa has worked closely with a wide range of clients from Employee Benefits Consultancies, National IFAs and Networks to Mortgage Brokerages and smaller Financial Advisory and Financial Planning companies. She has directed a number of large scale programmes, delivering bespoke solutions for Wealth Management and Workplace clients, including two of the UK’s largest employee benefits consultancies.
Tessa has extensive programme and project management experience and holds a number of the CII Financial Planning qualifications from FPC to Business Financial Planning.
Sessions
PRESENTATION: Tessa Lee, Managing Director, moneyinfo
PRESENTATION: Tessa Lee, Managing Director, moneyinfo
4 April at 10:25 - 10:45 |
Andy Leggett
Head of SIPP Business Development
Barnett Waddingham
Andy Leggett
Head of SIPP Business Development
Barnett Waddingham
Sessions
WORKSHOP OPTION 2 Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
WORKSHOP OPTION 2 Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
4 April at 11:25 - 12:05 |
WORKSHOP OPTION 2
Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
Andy Leggett, Head of SIPP Business Development, Barnett Waddingham
James Jones-Tinsley, Self-Invested Pensions Technical Specialist, Barnett Waddingham
WORKSHOP OPTION 2 Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
WORKSHOP OPTION 2 Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
4 April at 14:15 - 14:55 |
WORKSHOP OPTION 2
Pension Tax Traps and Unintended Consequences: Demonstrating the Value of Advice
Andy Leggett, Head of SIPP Business Development, Barnett Waddingham
James Jones-Tinsley, Self-Invested Pensions Technical Specialist, Barnett Waddingham
Martin Lines
Business Development Director
Just
Martin Lines
Business Development Director
Just
Martin Lines is Business Development Director with Just. Martin shares his knowledge of the retirement and later life markets with intermediaries through the delivery of business development presentations and workshops. He has 30 years’ experience in financial services, working extensively with local and national adviser firms on pension and retirement-related issues. Martin joined Just in 2009 where his expertise puts him in an ideal position to support financial intermediaries and their clients to benefit from the considerable opportunities this market presents. He lives near Reading with his wife and three children and is a keen drummer in his spare time.
Sessions
WORKSHOP OPTION 4 : The pathway to better retirement outcomes
WORKSHOP OPTION 4 : The pathway to better retirement outcomes
4 April at 14:15 - 14:55 |
WORKSHOP OPTION 4 The pathway to better retirement outcomes
Martin Lines, Business Development Director, Just
WORKSHOP OPTION 4: The pathway to better retirement outcomes
WORKSHOP OPTION 4: The pathway to better retirement outcomes
4 April at 11:25 - 12:05 |
WORKSHOP OPTION 4
The pathway to better retirement outcomes
Martin Lines, Business Development Director, Just
Rebecca Lucas
Director
Lime Outsourced Paraplanning Ltd
Rebecca Lucas
Director
Lime Outsourced Paraplanning Ltd
Rebecca started her career in financial services almost 20 years ago. In 2018 Rebecca won the Paraplanner of the Year. She is a PFS Fellow and holds the CFP. Rebecca launched her Outsourced Paraplanning business 6 years ago after working as an adviser, seeing first-hand the challenges of being an adviser, seeing clients, writing reports and doing research. Her aim is to help advisers to take back control of their time by outsourcing their Paraplanning needs, also providing them with a second pair of eyes. Rebecca is passionate about efficiency and is always looking for ways to improve things.
Sessions
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
4 April at 15:15 - 15:50 |
- What role should paraplanners play in a modern advice firm?
- Should you hire in-house or outsource?
- What technology can cut down administration work?
Steven McGregor
Investment Consultant
Tavistock Wealth
Steven McGregor
Investment Consultant
Tavistock Wealth
Steve is responsible for providing investment support to Financial Advisers. Steve has 19 years’ experience in financial services, spending over a decade at Barclays Wealth managing private client portfolios for individuals through to Charities and Trusts. In 2010 Steve joined PB Financial Planning Ltd (PBFP) where he was Investment Director responsible for PBFP’s Discretionary Model Portfolio Service and assets worth £170m. Steve holds an MA in International Political Economy from the University of Leeds, as well as Chartered Wealth Manager status with the CISI where he is also a Chartered Fellow.
Sessions
WORKSHOP OPTION 1: Don’t fight with bears
WORKSHOP OPTION 1: Don’t fight with bears
4 April at 11:25 - 12:05 |
WORKSHOP OPTION 1 Don’t fight with bears
Steven McGregor, Investment Consultant, Tavistock Wealth
WORKSHOP OPTION 1: Don’t fight with bears
WORKSHOP OPTION 1: Don’t fight with bears
4 April at 14:15 - 14:55 |
WORKSHOP OPTION 1Don’t fight with bears
Steven McGregor, Investment Consultant, Tavistock Wealth
PAUL MILES,
FOUNDER & DIRECTOR
SILVERTREE
PAUL MILES,
FOUNDER & DIRECTOR
SILVERTREE
Paul has over 35 years of experience within the financial services sector and ran his own financial adviser business for 15 years. He has helped hundreds of firms to organise their business for growth, implement technology to create greater efficiency, less regulatory risk, and more profit, and strengthened their centralised investment propositions.
Sessions
PRESENTATION: Your business is growing too slowly! Paul Miles, Founder & Director, Silvertree
PRESENTATION: Your business is growing too slowly! Paul Miles, Founder & Director, Silvertree
4 April at 10:25 - 10:45 |
Helena Morrissey DME
Head of Personal Investing
Legal & General Investment Management
Helena Morrissey DME
Head of Personal Investing
Legal & General Investment Management
Helena is well known for her work on gender equality. She founded the 30% Club, a campaign for more gender-balanced boards in 2010. Since then, the representation of women on FTSE100 boards has risen from 12.5% to 30.4% and there are now ten 30% Clubs throughout the world.
Helena chairs Business in the Community’s Gender Equality campaign, which has recently canvassed the views of working fathers through its Equal Lives survey and is a Commissioner for the IPPR Commission for Economic Justice.
Helena was CEO of Newton Investment Management for fifteen years, taking its assets under management from £20bn to £50bn. She joined Legal and General Investment Management in 2017, leading a new drive to engage the nation to invest more, with a particular focus on improving women’s financial wellbeing.
Helena has been named one of Fortune Magazine’s World’s 50 Greatest Leaders and the Financial Times’ 2017 ‘Person of the Year’. She was appointed a Dame in the Queen’s 2017 Birthday Honours list.
Helena is a Philosophy graduate. Her husband Richard is a stay at home father and they have nine children, aged from 10 to 27. Her first book ‘A Good Time to be a Girl, Don’t Lean In, Change the System’ was published by William Collins in February 2018.
Sessions
Opening Keynote Panel - Culture in financial services: The path forward after Brexit
Opening Keynote Panel - Culture in financial services: The path forward after Brexit
4 April at 09:25 - 10:00 |
- Is the investment management industry really serving the end consumer?
- What can politicians, regulators and the industry do to route out the worst excesses?
- What have we really learned from Lehman's collapse ten years ago?
Jade Mountford
Chartered Paraplanner
Mazars Financial Planning LTD
Jade Mountford
Chartered Paraplanner
Mazars Financial Planning LTD
Having graduated from university with a Financial Planning degree, I knew that I wanted to roll my sleeves up and continue to progress technically in addition to gaining hands on experience within my profession. I have recently been awarded Paraplanner of the Year 2018 by the Personal Finance Society and I am also now a Fellow of the PFS demonstrating my commitment to achieving the highest professional standards and a keen interest for the profession.
Sessions
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
Panel Discussion - The paraplanning dilemma: Finding the best support for your firm
4 April at 15:15 - 15:50 |
- What role should paraplanners play in a modern advice firm?
- Should you hire in-house or outsource?
- What technology can cut down administration work?
Steven Nelson
Consulting Director
The Lang Cat
Steven Nelson
Consulting Director
The Lang Cat
Steve is consulting director at the lang cat, a financial services consultancy in Leith, just down the road from Edinburgh. The lang cat helps platforms, product providers and asset managers develop their services and in particular, specialises in making the complex simple.
Steve has worked in the industry for 15 years now, forging a career by burying himself in research exercises and market & data analysis.
Sessions
Panel Discussion - Getting the most from your platform
Panel Discussion - Getting the most from your platform
4 April at 13:35 - 14:10 |
- Are advisers taking full advantage of the tools available on platforms?
- How can advisers get platforms talking with the other technology they use?
- How can advisers avoid the worst delays and service issues in the market?
Gerry O'Brien
Group Recruitment Director
Succession Wealth
Gerry O'Brien
Group Recruitment Director
Succession Wealth
Gerry O’Brien has a reputation for getting things done. He has always aspired to outstanding performance in his chosen field of building and developing Financial Services distribution. He remains achievement orientated and is focussed on Succession’s continued growth to becoming one of the leading Wealth planners in the United Kingdom. With extensive experience of distribution, recruitment and business evolution from an early stage in his career he believes that there has never been a better time in history to be a wealth planner.
From his early inception at AON in the eighties his aspiration was to recruit and develop people into becoming excellent advisers which led him to becoming Sales Director at Aon.
Throughout his time leading distribution at Sun Life of Canada, Allied Dunbar and Zurich Financial Services he became an integral part of the Executive Management team and enjoyed a highly successful career with each company. Given his entrepreneurial spirit, energy and enthusiasm he became founding director and CEO of Home of Choice eventually selling to a major property company.
Throughout 10 years with Succession he has made a significant contribution to recruitment, business growth and development.
Sessions
PRESENTATION: The challenge of the future!
PRESENTATION: The challenge of the future!
4 April at 13:15 - 13:35 |
The challenge of the future!
The Darling Buds of May
Gerry O’Brien, Group Recruitment & Distribution Director, Succession Wealth
Vicky Pearce
Director
b-compliant Ltd.
Vicky Pearce
Director
b-compliant Ltd.
Vicky Pearce AFPS, is the founder and director of boutique Compliance Consultancy b-compliant Ltd. Following an employed career in Financial Services spanning of over 20 years, working in various compliance functions from Network & Compliance support Services, to a Private Bank, and most recently as Compliance Manager for and innovative Advisory and Wealth Management firm; Vicky believes that Compliance can add real value to a business and is not just a box ticking exercise. This belief led to the founding of b-compliant where the aim is to provide a hands-on compliance service that will help advisers take their business to the next level. When not being a busy bee, Vicky enjoys walking her spaniels in the Cheshire countryside.
Sessions
Panel Discussion - Disclosing costs and charges: The dos and don'ts
Panel Discussion - Disclosing costs and charges: The dos and don'ts
4 April at 15:15 - 15:50 |
- A year into the MiFID regulations, are advisers complying with new disclosure rules?
- Should advisers be forced to publish fees on their websites?
- How can advisers structure suitability reports so clients really understand what they are paying?
Roderic Rennison
Director
Rennison Consulting
Roderic Rennison
Director
Rennison Consulting
Roderic has spent a lifetime in financial services in a range of roles. Most recently, he has undertaken a mixture of non-executive and part time director roles alongside his consultancy business that focuses on the acquisition and sale of financial intermediaries.
Sessions
Panel Discussion - How to reward your top advisers
Panel Discussion - How to reward your top advisers
4 April at 13:35 - 14:10 |
- How far should bonuses go, and how should they be paid?
- Organising your firm so the best performers can shine.
- How to get the information you need to monitor adviser performance.
Mike Roberts
UK Managing Director
PortfolioMetrix
Mike Roberts
UK Managing Director
PortfolioMetrix
Mike is Head of Innovation and responsible for ensuring the PortfolioMetrix investment proposition and proprietary decision support and portfolio construction system Wealth Explorer remain cutting edge and fit for purpose. Mike is also a key member of the investment team responsible for all areas of asset allocation, fund selection and portfolio construction. Mike also runs the UK distribution business.
Prior to starting PortfolioMetrix Mike worked as an Investment Advisor at Barclays Wealth in London. Mike’s primary responsibility was designing and maintaining long term asset allocations and portfolios for high net worth individuals. As the key investment individual in the Front Office Investment Committee, Mike often led the discussions around fund selection, asset allocation and portfolio construction and often chaired the meetings later in his career. During this time Mike discovered the inefficiencies in the classic approach to wealth management and portfolio management and set about designing and building a new portfolio construction system. This system was rolled out to the entire global front office and is now a key tool for portfolio construction at Barclays Wealth.
In 2003 Mike joined BlueBay Asset Management, an institutional specialist manager of fixed income credit funds. Mike’s main role was as a Structurer in the financial engineering team, which provided a suite of products across three key areas – fund derivatives, structured funds and CDOs. Mike also worked with the portfolio managers on portfolio strategies, rebalancing/optimizing, risk analysis, advanced derivatives strategies and building various models.
Mike’s first role after leaving university was as a Quantitative Analyst Programmer at OCCAM Financial Technology which produces portfolio optimisation and risk analysis software. Mike was responsible for a number of new systems including a market leading portfolio risk analysis system.
Mike holds a Master’s degree in Aerospace Engineering from UMIST and is a CFA® charterholder. Mike has over 15 years of experience in the financial services industry.
Sessions
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
Panel Discussion - The discretionary dilemma: Does your firm need new permissions?
4 April at 13:35 - 14:10 |
- What are the advantages and drawbacks for advisers seeking DFM permissions?
- Where discretionary solutions could fit in an advice firm's business model.
- The keys to model portfolio construction.
Dan Russell
Managing Director
Simply Biz
Dan Russell
Managing Director
Simply Biz
Sessions
PRESENTATION: Where have the real innovations in retail financial services been?
PRESENTATION: Where have the real innovations in retail financial services been?
4 April at 13:15 - 13:35 |
Where have the real innovations in retail financial services been?
Dan Russell, Managing Director, SimplyBiz
Bev Shah
Chief Executive & Founder
City Hive – A Network for Change
Bev Shah
Chief Executive & Founder
City Hive – A Network for Change
Bhavini ‘Bev’ Shah is Founder and CEO of City Hive. Prior to founding City Hive in 2016, Bev gained more than 15 years' investment experience in the City at some of the world's largest financial institutions as a Fund Manager researcher. As a British/Indian dyslexic woman, Bev is passionate about empowering the investment and asset management sector to forge a more equitable and inclusive culture. She passionately believes in the value of diverse thought and experience in rebuilding trust in financial services and enhancing investment performance. Bev is a media commentator on topics including diversity in the investment sector.
Sessions
Opening Keynote Panel - Culture in financial services: The path forward after Brexit
Opening Keynote Panel - Culture in financial services: The path forward after Brexit
4 April at 09:25 - 10:00 |
- Is the investment management industry really serving the end consumer?
- What can politicians, regulators and the industry do to route out the worst excesses?
- What have we really learned from Lehman's collapse ten years ago?
Anna Sofat
Founder and Managing Director
Addidi Wealth Management
Anna Sofat
Founder and Managing Director
Addidi Wealth Management
Anna Sofat is founder and MD of Addidi, the Voice of Women’s Wealth. Addidi advise enterprising women, and their families, to Create, Invest and Enjoy their wealth as well providing a collaborative club for women to invest in and engage with SMEs.
Addidi has featured as one of the Top 100 Advisory firm by the New Model Adviser magazine in 2012, 2013, 2014, 2015 and 2017. Anna has been awarded the Unbaised.co.uk’s Financial Adviser of the year award; nominated the Top Female Adviser by FT’s Financial Adviser in 2015 and Addidi won the Money Marketing Small Adviser Award in 2018.
Sessions
Panel Discussion - How to reward your top advisers
Panel Discussion - How to reward your top advisers
4 April at 13:35 - 14:10 |
- How far should bonuses go, and how should they be paid?
- Organising your firm so the best performers can shine.
- How to get the information you need to monitor adviser performance.
Paul Speight
UK Relationship Manager
Canada Life
Paul Speight
UK Relationship Manager
Canada Life
Paul has worked in the long term savings market for over 20 years. Having worked in the Pension & Platform marketplace he is the UK Relationship Manager for Canada Life responsible for building and managing the key partnerships with major UK advisory businesses and 3rd parties.
Sessions
PRESENTATION: How do pensions and property fit for retirement and estate planning needs
PRESENTATION: How do pensions and property fit for retirement and estate planning needs
4 April at 15:55 - 16:05 |
How do pensions and property fit for retirement and estate planning needs
The 2015 pension freedoms made pensions much more tax-efficient as an inheritance. These rules mean pension pots could be a more valuable and tax-efficient asset to pass to family as an inheritance than other traditionally bequeathed assets. But a lot depends on the willingness and ability of retirees to preserve their pensions and draw on non-pension wealth. In this session we cover research we have conducted with consumers and advisers to consider how behaviour has changed as a result of the 2015 freedoms, and how advisers and their clients can make the most of what the changes offer in future.
Paul Speight, UK Relationship Manager, Canada Life
Andy Sutherland
Managing Director – Advisory Services
TCC
Andy Sutherland
Managing Director – Advisory Services
TCC
A TCC board and ExCo member, I am responsible for leading and developing our Advisory offering and helping clients manage their conduct risks. Our aim is to enable business growth through a balance of regulatory and commercially focused advice and support.
I have over 25 years’ experience in financial services, including working as an adviser, compliance officer and regulatory consultant.
Sessions
Panel Discussion - Disclosing costs and charges: The dos and don'ts
Panel Discussion - Disclosing costs and charges: The dos and don'ts
4 April at 15:15 - 15:50 |
- A year into the MiFID regulations, are advisers complying with new disclosure rules?
- Should advisers be forced to publish fees on their websites?
- How can advisers structure suitability reports so clients really understand what they are paying?
Fiona Tait
Technical Director
Intelligent Pensions
Fiona Tait
Technical Director
Intelligent Pensions
Fiona is a specialist presenter and commentator on all areas of pension planning. Having (obviously) started young she now has nearly 30 years’ experience in pensions and is a Fellow of the Personal Finance Society.
Previous roles include several years working for pension providers Aegon and Royal London, and she is now Technical Director for specialist retirement firm Intelligent Pensions.
Fiona has been a guest speaker at numerous adviser conferences, including events for FT Adviser, Money Marketing and the Personal Finance Society, and is a regular contributor to the trade press and on social media in the persona of @pensionsgirlie.
She lives in North Berwick with her husband and son, and has a particular interest in history.
Sessions
Panel Discussion - DB transfers: A 2020 view
Panel Discussion - DB transfers: A 2020 view
4 April at 10:45 - 11:20 |
- Has the introduction of a new transfer analysis test changed the market?
- How can trustees and advisers work more efficiently together?
- How are complaints being handled when they do come in?
Henry Tapper
Business Development Director
First Actuarial LLP
Henry Tapper
Business Development Director
First Actuarial LLP
Henry is a pensions commentator best known for his blog, henrytapper.com and for the Pension PlayPen, an organisation that sets out to restore confidence in pensions.
He was ten years an IFA and has recently been involved in uncovering the problems with transfers from the British Steel Pension Scheme.
He qualified with an MA in English literature from Cambridge in 1983 and apart from a year in the Icelandic Merchant Navy, has worked in pensions ever since.
Sessions
Panel Discussion - DB transfers: A 2020 view
Panel Discussion - DB transfers: A 2020 view
4 April at 10:45 - 11:20 |
- Has the introduction of a new transfer analysis test changed the market?
- How can trustees and advisers work more efficiently together?
- How are complaints being handled when they do come in?
Ian Thomas
Managing Director
Pilot Financial
Ian Thomas
Managing Director
Pilot Financial
Ian Thomas has over 25 years’ experience in financial services and has previously worked at JP Morgan, Fidelity Investments, Old Mutual Wealth and AXA.
In 2011 he established Pilot Financial, which offers integrated financial planning and wealth management services to private clients, together with workplace pensions and employee benefits advice to SMEs and the education sector.
Ian studied at Universität Düsseldorf and the University of York and holds a BA (Hons) in Economics. He is both a Certified and Chartered Financial Planner and also a Chartered Wealth Manager.
He is a judge at the Schroders Investment Platform Awards 2018.
Sessions
Panel Discussion - Getting the most from your platform
Panel Discussion - Getting the most from your platform
4 April at 13:35 - 14:10 |
- Are advisers taking full advantage of the tools available on platforms?
- How can advisers get platforms talking with the other technology they use?
- How can advisers avoid the worst delays and service issues in the market?
Mark Toms
Protection Development Manager
Aegon
Mark Toms
Protection Development Manager
Aegon
Mark started working for Scottish Equitable in 1994, then in 2000 he joined the Aegon Protection team. He’s been influential in the design of Aegon’s Business Protection proposition and marketing. Working with banks, employee benefits, professional advisers and corporate advice firms – he’s helped develop effective business protection propositions and relationships - to drive better protection advice for business customers, their partners and their families.
Sessions
PRESENTATION: Business protection - are you prepared for the opportunities?
PRESENTATION: Business protection - are you prepared for the opportunities?
4 April at 16:05 - 16:15 |
Business protection - are you prepared for the opportunities? Have you considered the growth opportunities in the business protection market? Have you got a strategy to expand your protection business by working with solicitors and accountants? Find out how you can identify opportunities to create a well-developed professional connections network - to maximise the potential of your business and get great outcomes for your clients.
Mark Toms, Protection Development Manager, Aegon
Peter Williams
Risk Solutions Manager
Aviva
Peter Williams
Risk Solutions Manager
Aviva
Sessions
WORKSHOP OPTION 5: Powerful examples of insurance innovation
WORKSHOP OPTION 5: Powerful examples of insurance innovation
4 April at 11:25 - 12:05 |
WORKSHOP OPTION 5 Powerful examples of insurance innovation
Peter Williams, Risk Solutions Manager, Aviva
WORKSHOP OPTION 5: Powerful examples of insurance innovation
WORKSHOP OPTION 5: Powerful examples of insurance innovation
4 April at 14:15 - 14:55 |
WORKSHOP OPTION 5 Powerful examples of insurance innovation
Peter Williams, Risk Solutions Manager, Aviva
Hope William-Smith
Senior Reporter
Money Marketing
Hope William-Smith
Senior Reporter
Money Marketing
Hope William-Smith is a senior reporter at Money Marketing. She joined the team in January 2018 and previously reported on funds management and fintech in Australia.
Sessions
Panel Discussion - Disclosing costs and charges: The dos and don'ts
Panel Discussion - Disclosing costs and charges: The dos and don'ts
4 April at 15:15 - 15:50 |
- A year into the MiFID regulations, are advisers complying with new disclosure rules?
- Should advisers be forced to publish fees on their websites?
- How can advisers structure suitability reports so clients really understand what they are paying?
Panel Discussion - Consolidation under the microscope
Panel Discussion - Consolidation under the microscope
4 April at 10:45 - 11:20 |
- Who is buying up advice firms and why?
- What are the real differences in their models?
- What should advisers be looking for in a consolidator?
Panel Discussion - How to reward your top advisers
Panel Discussion - How to reward your top advisers
4 April at 13:35 - 14:10 |
- How far should bonuses go, and how should they be paid?
- Organising your firm so the best performers can shine.
- How to get the information you need to monitor adviser performance.
Phil Young
Managing Director
Zero Support LLP
Phil Young
Managing Director
Zero Support LLP
Phil has worked in variety of roles, all supporting financial advisers, since 1996. He was a co-founder of threesixty, and it’s Managing Director until 2017, when he left to set up his own consultancy, Zero Support, which supports business owners in their growth plans. He writes for and comments regularly in the trade press.
Sessions
Panel Discussion - Has the robo-advice revolution failed?
Panel Discussion - Has the robo-advice revolution failed?
4 April at 10:45 - 11:20 |
- Why have some digital solutions failed to take off with savers?
- Should profitability levels be a concern?
- Are consumers really getting suitable outcomes?
etc.venues
Bishopsgate
London
