Keynote Speakers

Editor
Professional Adviser
News Editor
Professional Adviser
Consultant and
Former FCA Technical Specialist
CEO
Personal Finance Society

Speakers

Head of Fundamental Equity Client Portfolio Management, EMEA & Asia ex Japan
Goldman Sachs Asset Management
Head of UK Retail
Orbis
Chair
Initiative for Financial Wellbeing
Managing Director
Willis Owen
Pensions, Tax & Estate Planning Consultant
Canada Life
Head of UK Intermediary Distribution
Sanlam
Financial Services Lawyer
Setford Solicitors
Client Services Manager
Baillie Gifford
Director
Cervello Financial Planning
Fund Manager, Analyst
Carmignac
Head of Compliance
Schroders Personal Wealth
Policy Lead
The Pensions Regulator
Platforms Director
Altus
Intermediary Solutions Director
Schroders
Head of Research, Adviser Services
Financial Technology Research Centre
Director of Public Policy
LEBC
Market Development Manager - ican Technical Services Team
Canada Life
Sales Director
Church House Investment Management
Director of Learning and Acquisition
Openwork
Business Development Director
Just
Director & Chartered Financial Planner
PW & Partners
Founder
The Path
Chief Investment Officer, Canada Life
Managing Director, Canada Life Asset Management
Managing Director
Unique Financial Planning
Associate Director
Cavendish Ware
Paraplanner
boosst
Managing Director
Nexus Independent Financial Advisers
Head of Retail Multi-Asset Funds
Legal & General Investment Management
Founder & Principal
the lang cat
Managing Director
Octo Members Group
Partner
Holland Hahn & wills
Managing Director
Simply Biz Investment Services
CEO
Sandringham Financial Partners
Editor
COVER
Co-Founder
NextGen Planners
Senior Business Development Manager
Iress
Director
KPMG
Head of Intermediary Business Development
Aberdeen Standard Capital
Knowledge and Success Manager
i4C
Technical Director
Canada Life