Birmingham Programme

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Registration & Welcome Refreshments
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Welcome and Introduction

Tom Ellis, Editor, Professional Adviser

Speaker
Editor
Professional Advisor
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The Consumer Duty - Do we need a bigger boat II? An update.
The Consumer Duty, it’s big, it’s detailed, and it’s far reaching. It’s also due to be made rules at the end of July, with an implementation deadline of April 2023, so it’s fast too. At the PA360 conference we outlined the likely expectations from The Consumer Duty, what it means for businesses and how can we prepare for it. This session will revisit these themes, providing an update and also going into greater depth on how a practical working model could be applied to Distributors.

By the end of the session the 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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Post-Pandemic Business Strategy: Leading and positioning your business for the future

A more engaged staff leads to better customer service which, in turn, leads to more profitable business. As the global pandemic eases, financial professionals are faced with rapidly changing industry dynamics. In order to stay relevant with their clients and their teams, they must evolve their future-based business strategies by addressing volatility, complexity, and ambiguity. Financial professionals must ask themselves: “How will I combat this uncertainty and position the business to address the future of advice, growth, and work?” The Business Strategy team at Goldman Sachs Asset Management believes that leaders must take a more detailed and diligent approach to leading their team, and must isolate and expose the most critical factors that drive the team’s performance and culture. We will discuss this and several other key factors on how to lead and position your business to adapt to this new normal in our session entitled: “Post-Pandemic Business Strategy: Leading and positioning your business for future growth”.


By the end of the session the delegates will be able to :

  • Identify what are the key characteristics of a high performing team, what adaptations need to be made in uncertain times, and how does your leadership/management play a key role in positioning your business for the future.
  • Discuss key aspects of being a “positive” leader and how it plays an important role in the momentum and growth of your team and your business.
  • Review in detail what you can do to properly position yourself, your team, and your business to address the future of Advice, Growth, and Work. 
Speaker
Managing Director - Global Head of Business Strategy
Goldman Sachs Asset Management
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You, me and inflation
We all know inflation is a real problem but we can underestimate how much it will affect our own businesses. Charlie Parker will look at what history teaches us about how to respond to this powerful and sometimes frightening disruptive force.

By the end of the session delegates should be able to :

  • Understand where we are in the inflationary cycle and how far we are from peak inflation.
  • What is the relationship between interest rates and inflation?
  • The historical impact of raising interest rates on M&A activity.
Speaker
Managing Director
Albemarle Street Partners
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Q&A with SimplyBiz, Goldman Sachs Asset Management and Albemarle Street Partners

Chaired by Tom Ellis, Professional Adviser

Speakers
Editor
Professional Advisor
Head of Business Consultancy
SimplyBiz
Managing Director - Global Head of Business Strategy
Goldman Sachs Asset Management
Managing Director
Albemarle Street Partners
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Networking Break


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Three industry problems we can solve with technology

Fundment CEO Ola Abdul discusses three challenges the platform industry must overcome, and how the better use of technology can deliver significant value to Advisers and Clients.


By the end of the session the delegates will be able to:

  • Obtain an overview of developments in platform capabilities and understand how technology is contributing
  • Learn about the root causes of delays in platform transfer times and how these are being overcome
  • Discover what an API is and the benefits to Advisers moving forwards
Speaker
CEO
Fundment
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No adviser firm can function without technology, but are you using yours to its maximum potential. We’ll discuss how to get the best from your tech stack.
Speakers
Head of Business Development
IRESS
Ray Adams, Chartered Financial Planner & Founder of FE CashCalc
FE fundinfo
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Looking forward to your future

You’ve spent your career helping other people retire, but have you given much thought to your own future? Your clients are your livelihood, and your business is your retirement plan. Finding a trusted partner to support you on your journey can be a minefield, and is possibly one of the most important decisions you will take for your business. But where do you start and what do you need to consider?

By the end of the session the delegates will be able to :

  • Identify opportunities in their business to build value
  • Explain the range of options available to owners of advice businesses on retirement
  • Implement a plan to achieve a successful handover
Speaker
Corporate Development Director
Benchmark Capital
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Q&A with Fundment and Benchmark Capital

Chaired by Tom Ellis, Editor, Professional Adviser

Speakers
Editor
Professional Advisor
CEO
Fundment
Corporate Development Director
Benchmark Capital
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Lunch

Birmingham Venue

The Belfry

Thursday 9th  June 2022


Lichfield Road, Wishaw, Sutton Coldfield, B76 9PR