2022 Programme

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Registration Opens

Delegates register and browse exhibition

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Chairman's Introduction and Welcome
Speaker
Incoming Editor
Professional Advisor
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Welcome from Headline Sponsor
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CEO Panel: The world has been in chaos, but what have we learnt to approach the challenges of the future?

We are joined by those CEO’s leading in the industry as they share thoughts from their vast experience on their expectations for their markets and how they have adapted their strategic approach and business structures to tackle the challenges ahead.

After attending this session, delegates will be able to:

  • Identify the reasons for growing consolidation in the advice market
  • Summarise the need for greater engagement with client families and focus on the intergenerational wealth transfer
  • Explain why technology is becoming so important in financial advice businesses
Speakers
Incoming Editor
Professional Advisor
CEO
Tenet
Joint CEO
Fintel
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Plenary: Partnering your way to a wealth transfer strategy

Who are our future clients? How will they engage with us? Are baby boomers and next generation clients going to shift the industry’s approach? How does this relate to a wealth transfer strategy? And who can help you?

After attending this session, delegates will be able to:

  • Describe the challenges which Wealth Transfer could have for an adviser business
  • Assess whether this is an issue for your business particularly in the context of transfer to women and the next generation
  • Identify the partners which you could use to support a Wealth Transfer strategy
Speaker
Intermediary Solutions Director
Schroders
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Refreshments and Networking Break in Exhibition Hub


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Exploring Findings from the 'Consumer Duty' Consultation

As the Consumer Duty consultation period concludes, what can we expect to be enforced by April 2023? What does this mean for business and how can we best prepare for success?

After attending this session, delegates will be able to:

  • Explain what the Consumer Duty is all about
  • Identify the key areas within the Consumer Duty
  • Consider the practical application of The Consumer Duty within a Distributor's business model
Speaker
Head of Business Consultancy
SimplyBiz
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Retirement Propositions on Platforms
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Panel: The Hybrid World is Here to Stay!

COVID drove technology further into the profession, but what do we want the hybrid world to look like to drive growth? How can we ensure engagement from clients and maximise it the use of technology? Assessing software packages to fulfil business needs and improve client experience.

Speakers
Proposition Director
EValue
M.D.
DD|Hub
Founder & M.D.
CashCalc


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The Power of the (Onshore) Bond

We will be looking at why delivering Tax Alpha is more important than ever and why the Onshore Bond is a too often forgotten source of Alpha. We will explore where this ‘Power’ comes from and how we gear it up through the three key pillars of financial planning; Wealth Accumulation (Investment), Wealth Decumulation (Income) and Wealth Preservation (Inheritance).

After attending this session, delegates will be able to:

  • Understand (in summary) the latest developments in taxation that have a direct or indirect impact on financial planning strategy.
  • Confirm the effective elements of the Onshore Investment Bond wrapper and how they can be applied where a Bond is used for wealth accumulation, wealth decumulation and wealth transfer.
  • Understand the uses of the basic trusts that are commonly used with Onshore Investment Bonds.
  • Know the broad obligations that trustees have in connection with the Trustee Registration Service.
Speaker
Managing Director
Technical Connection
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Succession Planning
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Panel: Retirement Income

Pensioners are going to live longer (the UK population of over-85s is set to almost double by 2045) and advisers need to adapt retirement strategies as economic environments change. This panel debate will explore how retirement income strategies are adapting with the world around them.

After attending this session, delegates will be able to:

  • Understand the changing demographic of UK pensioners
  • Identify new retirement income strategies and how to apply them
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Networking Lunch
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Panel: Diversity Portfolios in an Inflationary Environment

Beating inflation and growing clients’ spending power has been a simpler task with quantitative easing in recent times. However, as the central banks’ policy comes to an end and inflation is on the up, it is important to assess how investment portfolios can keep up in a different environment – while keeping down risk.

This panel will discuss how advisers can help their clients continue to beat inflation with a diversified portfolio. After attending this session, delegates will be able to:

  • Explain to clients the current inflationary environment
  • Understand where key investment can still generate return without a high risk strategy
Speaker
Managing Director
Abermarle Street Partners
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Panel: The Future of Platforms

Investment platforms have become part-and-parcel of running an advice business, moving on from fund supermarkets to wrap platforms over the last two decades. Providers are now looking at the next evolution for the technology to further help and integrate with adviser businesses.

This panel will discuss where the future is headed and how advisers can expect providers to try and adapt to help their businesses become more efficient and grow. After attending this session, delegates will be able to:

  • Identify areas to enhance business efficiency and maximise growth
  • Understand the future platform opportunities and where to invest
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The Importance of Estate Planning in Your Wealth Transfer Strategy

Over the coming decades, large amounts of wealth will pass to spouses and younger generations when clients die. Without a proactive strategy, this could mean assets you advise on walking out the door. What have you done to ensure these new beneficiaries will retain your services as their financial adviser?

Are you using estate planning and inheritance tax planning as an opportunity to build an early relationship with your client’s loved ones? Join this session to find out:

  • Why estate planning is a natural opportunity for you to engage the wider family and improve retention in your business. 
  • How Business Relief can help you open the door to client conversations.
  • How the inflationary landscape is impacting families and inheritance tax.

After attending this session, delegates will be able to:

  • Identify the impact that wealth transfer could have on their business and their clients.
  • Define a strategy for how estate planning can be used to build relationships with clients’ beneficiaries.
  • Use practical tips offered in the session to drive engagement with families and younger generations.
Speaker
Head of Strategic Growth
Octopus Investments
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Panel: Data is everything; A burden, an opportunity and our future!

How can you embrace regulations to serve your clients better and position your business to create value? There is no escaping the overwhelming requirements for management information so join our expert panel as we take a deep dive to keep you swimming through the choppy waters of regulation.

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Panel: TBC
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Driving Adviser Alpha: Enabling Advisors with Engagement Technology and Institutional Investment Expertise

Using cutting edge engagement technology, PAM delivers quality investment solutions in multiple formats to drive value for your clients, your advisers and your business.

This session will focus on adviser case studies highlighting solutions built to solve a range of adviser challenges with the investment proposition, covering:

Evolving Advisory Portfolios | DFM on Platform | CIP in a Box | Unitised Funds | Asset Management in a Box | Full suite of Tech & Digital engagement tools | Adviser Branded Materials | Bespoke Investment Proposals

Speaker
CEO
Pacific Asset Management
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Refreshments and networking break
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Justin and the Beanstalk – Tackling the Inflation Giant

This is not a fairy tale. In the real world, growth and inflation are rising from almost nothing to sky high levels. This session will seek to answer the three key questions facing financial advisers:

  • What do recent geopolitical risks mean for inflation and our portfolios more broadly?
  • Are there any magic beans for advisers when inflation is growing so rapidly?
  • If central banks continue to raise interest rates, what does this mean for advisers?

After attending this session, delegates will be able to:

  • To be able to explain the current & potential further impact on markets and the macroeconomy of recent geopolitical tensions
  • To be able to identify what investment tools & techniques are available to combat the threat of inflation
  • To be able to describe the potential impact of the likely monetary policy trajectory on wider markets
Speaker
Head of Retail Multi-Asset Funds
LGIM
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Cyber threats, trends and defenses

Financial advisory firms are a key and lucrative target for hackers as they hold valuable client data. In this unmissable session, outline the key cyber risks your business faces and some of the newer scams they are seeing now targeting SMEs. They will share real life examples of hacks they have both seen and managed to conduct as part of their ethical hacking work.

Most importantly they will provide key tips on how to help protect your business, your clients’ data, and answer your burning questions on cyber security. After attending this session, delegates will be able to:

  • Identify current cyber threats including past/recent ransomware attacks
  • Explain the importance of supplier security and how to improve it
  • List key recommended actions for improving cyber security
  • Describe a credential harvest phishing attack in which multi-factor authentication is bypassed
Speakers
CREST Registered Penetration Tester
Mazars
Cyber Security Consultant
Mazars
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Closing Remarks
Speaker
Incoming Editor
Professional Advisor