Programme

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Registration opens

Delegates register and browse exhibition

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Chairman's introduction and welcome

Tom Ellis, Editor, Professional Adviser

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Welcome from headline sponsor

Paul Speight, Head of Key Account Development, Canada Life

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Opening keynote: TBA
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Panel discussion: Understanding ESG
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Populism and the power of the people
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Refreshments and networking break in exhibition hub

Stream Chair: Lee Robertson, Managing Director, Octo Members Group 

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Intergenerational wealth transfer
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Panel discussion: Retirement income
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Emerging markets
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Lunch and networking break in exhibition hub
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Tax efficiency and estate planning
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Vulnerable clients
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Panel discussion: Platforms

Stream Chair: Philip Martin, Managing Director, Unique Financial Planning

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The death of the transfer?
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Getting to grips with DBAAT
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Panel discussion: Harnessing technology
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Lunch and networking break in exhibition hub
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Too posh for protection?
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Tackling longevity risk
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Panel discussion: The shifting equity release landscape

Stream Chair: TBC

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MIFID2
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SMCR – where are we now?
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A commitment to ethical finance
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Lunch and networking break in exhibition hub
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An update from the PFS
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This is not an exit
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Panel discussion: Regulating the industry – a discussion
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Refreshments and networking break
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Personal brand
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Panel discussion: Getting back to basics post-Covid
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Closing keynote: TBA
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Chairman's closing remarks

Tom Ellis, Editor, Professional Adviser

Conference closes