Programme - Day 1
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Registration & networking
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Conference opens with Editor's remarks - Hope William-Smith, Professional Adviser
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Plenary session 1: Consumer Duty - Karl Dines, SimplyBiz
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Plenary session 2: Technology/Cybersecurity - Alex Miller, MAZARS
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Coffee & networking
Workshops
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Workshops
Six boardroom style workshops with Albemarle Street Partners, Baillie Gifford and Orbis Investments plus three other speakers
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Workshops
Six boardroom style workshops with Albemarle Street Partners, Baillie Gifford and Orbis Investments plus three other speakers
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Lunch
Workshops
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Workshops
Six boardroom style workshops with Albemarle Street Partners, Baillie Gifford and Orbis Investments plus three other speakers
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Workshops
Six boardroom style workshops with Albemarle Street Partners, Baillie Gifford and Orbis Investments plus three other speakers
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Plenary Session 3 - Vulnerable clients - Keith Richards, Chairman, FV Taskforce
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Day 1 round up and close
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Time at leisure
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Pre-dinner drinks & networking
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Hosted dinner with entertainment & in conversation with Keith Richards
Bar & networking
Programme - Day 2
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Registration & networking
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Plenary session 1: Technology & Platforms - Philip Martin, Unique Financial Planning
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Plenary session 2: Tax & Estate Planning in unpredictable times - Tony Wickenden, HSBC Life (with Technical Connection)
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Coffee & networking
Workshops
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Workshops
Six boardroom style workshops with Albemarle Street Partners, Baillie Gifford and Orbis Investments plus three other speakers
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Workshops
Six boardroom style workshops with Albemarle Street Partners, Baillie Gifford and Orbis Investments plus three other speakers
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In the real world: Panel session
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Conference summary
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Lunch
Close of conference