| Thursday 5th June |
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|
| 18:30 |
Pre-dinner drinks – The Chester Suite |
|
| 19:30 |
Welcome and dinner –The Cornwall Suite |
Clive Waller - Chair |
|
After dinner speaker- Gillian Hepburn, Commercial Director - Benchmark Capital |
‘Widowed and at risk: a wake up call for the financial services industry!’ |
| Friday 6th June |
Prince of Wales Suite |
|
| 08:50 |
Welcome |
Clive Waller, Chair |
| 08:55 |
Introduction by Conference Chair |
John Lappin, Freelance Editor and Consultant |
| 09:00 |
The Vulnerability journey – are we there yet? |
Alex Roberts, Head of Regulatory Policy and Compliance, PIMFA |
| 09:45 |
‘Vulnerable clients: Our Approach’ |
Alexandra Loydon, Director of Advice Policy & Operations, St. James’s Place Eóin O’Gorman |
| 10:30 |
‘Will the next generation of clients use an AI adviser’ |
Soapbox - Helena Wardle, Founder & CEO, Money Means |
| 11:00 |
Coffee |
|
| 11:30 |
‘Let vulnerability be your superpower’ |
Yasmina Siadatan, Chief Revenue Officer, Dynamic Planner |
| 12:15 |
‘If Amazon did vulnerability, they would call it personalisation – the opportunity of customer vulnerability management’ |
Andrew Gething, Founder & Managing Director - Morgan Ash |
| 13:00 |
Close |
|
| 13:15 |
Lunch |
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