Professional Adviser 360 North Conference

The Mere Golf Resort & Spa, Knutsford | 8th December 2021


The past 18 months have been some of the most tumultuous of recent years. With the coronavirus pandemic ushering in a new world, advisers have had to adapt to survive, moulding their business and managing their clients through a time of increasing uncertainty.

Now with a light at the end of the tunnel in the form of widespread vaccinations across the world, it is time for advice firms to begin to build back better. From addressing the soft skills gap in the profession, the burgeoning importance of understanding ESG, the rise in the individual retail investor, the implication of Brexit on London’s leadership in financial services and the need for retirement pots to last just that little bit longer, this years’ PA360 conference will be addressing the most important issues facing advisers today.

We’ll also take a look back at some of the successes of the pandemic; the lessons learned and applied as well as the opportunities this period of huge economic uncertainty has presented.

With over 40 speakers covering issues from technology, ESG, regulation and compliance to business management, establishing your brand and tackling financial wellbeing, PA360 will bring together a host of experts who will offer their thought leadership on how best to meet the challenges of a post-Covid-19 world.

Join us this December at The Mere Golf Resort & Spa in Knutsford.

As standard with Professional Adviser events, PA360 carries up to 7 Hours of accredited CPD over the whole conference. To find out how to ensure that your business is best prepared for a post Covid-19 world, join us at PA360 North Conference this December.

WHO SHOULD ATTEND?

Professional Adviser welcomes delegates with the following job titles:

Independent Financial Advisers - Financial Advisers - Investment Advisers - Business Principals - Heads of Insurance - Heads of Investment - Heads of Mortgage - Business Resource Managers - Compliance Managers - Heads of Operations - Heads of IT - Heads of Financial Planning - Paraplanners - Financial Planners

Time until the event

Covid-19

The health and safety of our attendees and staff is our top priority and so we will continue to monitor developments in relation to the Covid-19 pandemic and will follow Government guidance on public gatherings.

We are currently working with all our venues, as well as catering, AV and production contractors to ensure that we provide a safe environment for all at the event.

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

Canada Life

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Opening keynote

Tom Ellis, Editor, Professional Adviser

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The power of the people: Next generation

At the beginning of this year, a remarkable short squeeze of the stock of US video game retailer GameStop along with other securities caused massive financial consequence for hedge funds and short sellers. Younger investors banded together via online forum site Reddit and used their collective power to cause widespread disruption to the stock market status quo. 2.3 million UK consumers also now hold crypto assets and 74% of users are aged 25-44. With a new generation of less risk-averse and inexperienced individual retail investors should financial advisers be worried, should they build a new client base and where does this fit with intergenerational wealth planning?

Gillian Hepburn, Intermediary Solutions Director, Schroders

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Panel discussion: Understanding ESG

Recent research by FE fundinfo has shown that 73% of advisers are investing clients’ money in ESG fund propositions. Unsurprisingly, this is only forecast to grow over the next five years, with a whopping 76% believing their clients will have more than a quarter of their portfolios invested in ESG funds. How can advisers ensure the complexities of responsible investing are clearly explained to clients, what due diligence on funds needs to be done to avoid greenwashing, and with the news that 69% of DFMs are now claiming to be clued up on investing responsibly, what are the benefits (and drawbacks!) of using a DFM?

Chair: Tom Ellis, Editor, Professional Adviser

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Refreshments and networking break in exhibition hub

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

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Uncovering your clients’ long-term thinking
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Personal brand
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Panel discussion: Platforms
  • Doing your due diligence
  • Navigating an increasingly tumultuous market
  • Ensuring efficiency and streamlining re-platforming

Verona Kenny, Managing Director, Intermediary, 7IM

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Lunch and networking break in exhibition hub
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Why tax-efficient investing is more important than ever following Covid-19
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A New Era of retirement advice?
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Panel discussion: This is not an exit

How do you go about exit-planning? Selling up or moving out? Between 15-1600 advisers exiting the industry in the next few years. What will their exit options be? Is better education needed on what this looks like? How can we retire but know the industry is safe in the hands of the next generation?

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

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Tackling longevity risk
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Expect emerging market assets to shine
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Panel discussion: Managing your tech needs

The last 18 months have seen a total overhaul of systems and technologies at almost every adviser firm across the UK. As an adviser, technology allowed us to maintain some semblance of face-to-face interaction (or at least screen-to-screen) with clients with the onboarding process for new clients also becoming a far easier process. With this advent of new and existing tech to navigate going forward, how can advisers be sure that they are meeting the technology needs expected of a modern advice firm and what can we do to ensure that the tech complements your business?

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Lunch and networking break in exhibition hub
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Retirement planning
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Financial wellbeing, is it more about mindset than money?

With a clear mission to help people ‘achieve a lifetime of financial security’, Aegon has for the first time assessed the role of mindset in financial wellbeing and launched the Financial Wellbeing Index. Financial wellbeing is an increasingly ‘hot’ topic, but it’s usually talked about in very narrow terms. During our session Andy Manson, Chief Marketing Officer, will discuss the intrinsic link between advice and financial wellbeing, sharing our key findings from our research – the money and mindset building blocks and encouragements you can use with your clients. Andy will also look at the impact the pandemic has had on how people feel about their future and financial stability, and the important role advice plays to help them create financial plans which will make them happier, not just wealthier.

Andy Manson, Chief Marketing Officer, Aegon

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Panel: Investment outsourcing

Investment outsourcing has become central to adviser businesses in recent years as they look to provide good value and compliant solutions that can save them time to do what they do best: create financial plans for clients and help them through key life stages. Whether this comes in the form of multi-asset solutions, the use of discretionary managers or model portfolios: investment outsourcing is here to stay.

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Refreshments and networking break
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Jab and weave: the outlook for investors

As we embark on yet another winter with COVID-19, how will we fare this time around following the largest vaccine rollout in history? And whilst the pandemic may continue to dominate our thoughts, dare we avert our gaze from Brexit? How do the UK’s prospects look now that the dust has settled on the withdrawal bill? To find out, join Justin and James for a special Multi-Asset Coffee Unfiltered Live session, where they will tackle these era-defining issues and the investment implications for financial advisers.

Justin Onuekwusi, Fund Manager, Head of Retail Multi-Asset Funds, Legal & General Investment Management
James Carrick, Global Economist, Legal & General Investment Management

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An update from the PFS

The PFS gives an update on the past year and looking forward to 2022.

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Closing keynote: TBA
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Chairman's closing remarks

Tom Ellis, Editor, Professional Adviser

Conference closes

Professional Adviser 360 North - Registration

We look forward to welcoming you at the Professional Adviser 360 North Conference, taking place on Wednesday 8th December 2021 at The Mere Golf Resort & Spa. To join us, please register your complimentary ticket online today.

Delegate Tickets


Contacts

For registration queries:
Zara Mughal
Senior Marketing Executive
020 7484 9941
For sponsorship queries:
Andrew O'Kelly
Business Development Director
07973 552381
For event content queries:
Joe McLean
Event Content Manager
020 7484 9867
For event logistics queries:
Yasmin Yelle
Senior Event Coordinator
020 7484 9750