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Agenda
MMI London featured practical sessions on key supplier relationships including platforms, back-office systems, planning tools and investment management options. We will examine Consumer Duty twelve months on and look at the implications for advisers of the FCA’s new Sustainability Disclosure Requirements (SDR) proposals.
We were also joined by Journalist & Broadcaster Nick Watt, who outlined what to expect in terms of tax and regulatory policy direction from a shiny new government. View the full agenda below - hover over each session for more information.
WORKSHOPS
At 8.15am, The Financial Planning Club hosted a breakfast briefing workshop and at 11.20am the event broke into five, 40-minute workshops and repeated at 12.05pm.
Please note: agenda timings and content are subject to change at any time.