Location: The Elvetham Hotel, Hartley Wintney, Hampshire

Thursday 19th October
18:30 Pre-dinner drinks - The Morning Room
19:30 Welcome - The Library Clive Waller - Chairman
Dinner - Prior Suite
After Dinner Speaker eValve
Friday 19th January - The Library
Theme: Pensions freedom and the retirement dilemma
08:45 Welcome Clive Waller
08:50 Future adviser - digital but face-to-face - Brought forward from 11:20 session Guy Myles, Flying Colours
09:10 Financial planning through a crystal ball David Taylor of OCP & Alan Sherriff of Cboxx
10:00 What is the future for conventional platforms Martin Jennings, Parmenion
10:50 Coffee
Introduction to the 'The Dragon's drawing room'
11:20 Five speakers will make a case for the future success of their propositions Caroline Burkart, Director, Scorpio
11:40 The digital future of advice Simon Binney Wealth Wizards
12:00 Why face-to-face advice will continue to thrive Hayley North, Rose & North
12:20 The case for cloud based wealth management technology Hugo Thorman Seccl
12:40 Own your future Vinay Jayaram, Envizage
13:00 Questions, discussions & wind up Caroline Burkat
13:15 Close Clive Waller
13:20 Lunch

During lunch, Mark Polson will present findings of the research project “Never Mind the Quality ….3, conducted by his renowned consultancy, the lang cat with CWC Research on CIPs, MPS, decumulation and much more, to those who are interested, whilst they enjoy their buffet lunch